RIVBX Performance — Riverbridge Growth Fund, Institutional Class
Data updated: 2026-07-28
RIVBX returned −4.30% year to date and +0.70% over one year to May 2026. Annualised returns are +11.06% over 3 years and +3.52% over 5 years. The fund trailed its US Large Growth category average: $100 invested three years ago grew to $137, against $187 for the category, and to $101 over one year, against $125. Volatility over the past three years was 15.10% a year. In the 12 months to May 2026 the fund lost a net $54.4M, and assets reached $112.41M.
RIVBX Growth of $100
What $100 invested in Riverbridge Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | RIVBX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $101 | $125 |
| 3 years (Jun 2023 – May 2026) | $137 | $187 |
| 5 years (Jun 2021 – May 2026) | $119 | $176 |
| Since data start (Mar 2020 – May 2026) | $174 | $264 |
RIVBX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −4.30% |
| 1 year | +0.70% |
| 3 years (annualised) | +11.06% |
| 5 years (annualised) | +3.52% |
RIVBX Annual Returns
Calendar-year total returns of Riverbridge Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | −4.30% |
| 2025 | +4.57% |
| 2024 | +19.58% |
| 2023 | +32.04% |
| 2022 | −30.70% |
| 2021 | +9.23% |
| 2020 (Mar–Dec) | +45.13% |
RIVBX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.6% | −3.9% | −6.6% | +6.9% | +2.5% | — | — | — | — | — | — | — |
| 2025 | +2.0% | −4.4% | −5.7% | +0.3% | +7.8% | +4.4% | +1.6% | +1.1% | +1.1% | −0.7% | −2.0% | −0.2% |
| 2024 | +0.9% | +6.6% | +2.2% | −5.8% | +1.6% | +3.6% | +1.6% | +2.1% | +1.8% | +0.1% | +8.4% | −4.2% |
| 2023 | +8.2% | −1.3% | +6.2% | +0.5% | +1.2% | +7.4% | +2.7% | −1.3% | −6.0% | −3.4% | +9.7% | +5.6% |
| 2022 | −12.1% | −3.5% | +3.6% | −13.9% | −3.0% | −5.1% | +12.0% | −6.0% | −7.9% | +4.5% | +3.7% | −5.3% |
| 2021 | −1.9% | −0.1% | −0.3% | +6.1% | −3.0% | +4.3% | +3.8% | +2.2% | −5.2% | +7.9% | −5.5% | +1.5% |
| 2020 | — | — | −9.4% | +14.8% | +8.7% | +2.2% | +7.7% | +5.3% | −2.5% | −0.6% | +9.2% | +4.8% |
RIVBX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 15.10%
- 3-year Sharpe ratio: 0.43 (vs 4.5% risk-free rate)
- Best month: +9.68% (Nov 2023)
- Worst month: −6.62% (Mar 2026)
RIVBX Fund Flows
Monthly money in and out of Riverbridge Growth Fund, from SEC Form N-PORT.
- 12-month net flow: −$54.4M
- 12-month gross sales (incl. reinvestments): $47.8M
- Sales ÷ redemptions: 0.47×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $432K | $4.8M | −$4.4M |
| Apr 2026 | $790K | $14.1M | −$13.3M |
| Mar 2026 | $802K | $5.1M | −$4.3M |
| Feb 2026 | $939K | $15.4M | −$14.5M |
| Jan 2026 | $2.5M | $7.5M | −$4.9M |
| Dec 2025 | $37.3M | $12.5M | $24.8M |
| Nov 2025 | $396K | $7.0M | −$6.6M |
| Oct 2025 | $1.1M | $17.6M | −$16.5M |
| Sep 2025 | $1.0M | $6.6M | −$5.6M |
| Aug 2025 | $913K | $4.1M | −$3.2M |
| Jul 2025 | $642K | $3.8M | −$3.2M |
| Jun 2025 | $935K | $3.7M | −$2.7M |
RIVBX Assets Under Management
Net assets of Riverbridge Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $112.41M |
| 2026-02-28 | $132.39M |
| 2025-11-30 | $173.62M |
| 2025-08-31 | $205.24M |
| 2025-05-31 | $200.10M |
| 2025-02-28 | $201.48M |
| 2024-11-30 | $228.31M |
| 2024-08-31 | $220.78M |
| 2024-05-31 | $212.78M |
| 2024-02-29 | $228.28M |
| 2023-11-30 | $216.06M |
| 2023-08-31 | $225.90M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.