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Riverbridge Growth Fund - Investor Class: (MF: RIVRX)
(NASDAQ Mutual Funds) As of Aug 13, 2024 08:00 PM ET
$31.84 USD
+0.70 (2.25%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.61 | 66 |
| 3 months | 6.95 | 62 |
| 6 months | 9.71 | 72 |
| 1 Year | 14.70 | 64 |
| 3 Year | 0.30 | 84 |
| 5 Year | 10.70 | 60 |
| 10 Year | 12.11 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 15.86 |
| 5 Year | 10.63 |
| 10 Year | 11.58 |
| Since Inception | 12.90 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.82 | -0.90 | NA | NA |
| 2023 | 13.30 | 9.19 | -4.73 | 11.74 |
| 2022 | -12.19 | -20.73 | -3.13 | 2.54 |
| 2021 | -2.24 | 7.19 | 0.46 | 3.49 |
| 2020 | -9.98 | 27.36 | 10.44 | 13.68 |
| 2019 | 15.02 | 6.12 | -0.52 | 7.21 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.61 | 31.70 | -30.87 | 8.95 | 43.96 | 30.19 | 3.95 | 25.10 | 5.51 | 4.06 | 2.83 |
| % Total Return Rel to Index | -6.09 | 5.46 | -12.66 | -19.72 | 25.56 | -1.29 | 8.35 | 3.31 | -6.42 | 2.67 | -10.81 |
| % Total Return Rel to Peer | -2.06 | 8.71 | -11.17 | -13.10 | 24.04 | 1.76 | 10.81 | 4.42 | -2.30 | 5.66 | -5.37 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 5.00 | 1.00 | 3.00 | 1.00 | 2.00 | 4.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 1.37 | 1.01 | 0.31 | 1.35 | 0.01 | 0.49 | 0.30 | 0.31 |
| Expense Ratio | 0.00 | 1.21 | 1.21 | 1.21 | 1.21 | 1.21 | 1.25 | 1.25 | 1.25 | 1.25 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%