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EFR vs RUNN

Comparison between Eaton Vance Senior Floating-Rate Trust (EFR, ETF) and RUNNING OAK EFFICIENT GROWTH ETF (RUNN, ETF).

EFR vs RUNN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EFR
$350M
Winner
RUNN
$351M
Expense Ratio
EFR
N/A
RUNN
0.58%
Max Drawdown
EFR
66.83%
Winner
RUNN
17.16%
Sharpe Ratio
EFR
-0.87
Winner
RUNN
-0.32
5Y Beta
Winner
EFR
0.38
RUNN
0.71
P/E Ratio
EFR
N/A
RUNN
22.26
Forward P/E
EFR
N/A
RUNN
17.06
PEG Ratio
EFR
N/A
RUNN
0.62
5Y Dividends CAGR
EFR
5.56%
RUNN
N/A
5Y EPS CAGR
EFR
N/A
RUNN
14.89%
Debt to Equity
EFR
N/A
RUNN
50.91%
P/S Ratio
EFR
N/A
RUNN
2.19
P/B Ratio
EFR
N/A
RUNN
3.70

EFR vs RUNN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EFR
+2.38%
RUNN
+1.46%
3M
Winner
EFR
+3.31%
RUNN
-0.20%
6M
Winner
EFR
-1.02%
RUNN
-3.00%
1Y
EFR
-3.45%
Winner
RUNN
-1.37%
5Y(CAGR)
EFR
+3.40%
RUNN
N/A
10Y(CAGR)
EFR
+5.74%
RUNN
N/A
Max(CAGR)
EFR
+4.70%
Winner
RUNN
+9.41%

EFR vs RUNN - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearEFRRUNN
2026-1.11%-2.72%
2025-5.47%+2.89%
2024+10.08%+18.00%
2023+27.98%+12.05%
2022-18.89%N/A
2021+23.56%N/A
2020+0.78%N/A
2019+14.57%N/A
2018-6.37%N/A
2017+3.58%N/A
2016+28.01%N/A
2015-3.00%N/A
2014-3.32%N/A
2013-1.25%N/A
2012+15.36%N/A
2011-5.92%N/A
2010+19.21%N/A
2009+90.44%N/A
2008-45.18%N/A
2007-8.68%N/A
2006+17.21%N/A
2005-8.65%N/A
2004+6.89%N/A
2003-1.32%N/A

EFR vs RUNN Drawdown Comparison

The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.

The maximum drawdown for RUNN was -16.83%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current EFR drawdown is -10.64%. The current RUNN drawdown is -7.19%.

RankEFRRUNN
#1-60.57%
Jun 22, 2007 - Jan 22, 2010		-16.83%
Nov 29, 2024 - Apr 8, 2025
#2-42.01%
Jan 22, 2020 - Dec 2, 2020		-9.63%
Jul 25, 2023 - Dec 1, 2023
#3-25.06%
Nov 16, 2021 - Dec 15, 2023		-6.28%
Mar 28, 2024 - Jul 12, 2024
#4-24.17%
Mar 1, 2011 - Sep 10, 2012		-5.08%
Jul 16, 2024 - Aug 21, 2024
#5-22.93%
Apr 24, 2013 - Oct 3, 2016		-3.53%
Nov 11, 2024 - Nov 29, 2024
#6-18.31%
Jan 31, 2025 - Apr 7, 2025		-3.32%
Aug 30, 2024 - Sep 19, 2024
#7-15.42%
Apr 18, 2018 - Dec 17, 2019		-3.21%
Oct 18, 2024 - Nov 6, 2024
#8-14.85%
May 3, 2010 - Nov 8, 2010		-2.24%
Dec 28, 2023 - Jan 19, 2024
#9-13.23%
Mar 4, 2005 - Jul 24, 2006		-1.64%
Jun 30, 2023 - Jul 11, 2023
#10-10.10%
Feb 3, 2010 - Mar 25, 2010		-1.35%
Feb 9, 2024 - Feb 14, 2024
#11-6.73%
Apr 5, 2010 - Apr 29, 2010		-1.27%
Jun 15, 2023 - Jun 27, 2023
#12-6.69%
Oct 4, 2012 - Nov 23, 2012		-1.26%
Mar 21, 2024 - Mar 27, 2024
#13-6.36%
Jul 3, 2024 - Nov 7, 2024		-1.12%
Dec 19, 2023 - Dec 21, 2023
#14-6.25%
Mar 17, 2017 - Mar 28, 2018		-1.01%
Jan 30, 2024 - Feb 1, 2024
#15-5.48%
Oct 19, 2021 - Nov 16, 2021		-0.98%
Dec 4, 2023 - Dec 11, 2023

Correlation

Correlation between EFR and RUNN is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2003 - 2026)

EFR vs RUNN dividend yield comparison.

YearEFRRUNN
20264.03%0.00%
20259.53%0.55%
20249.76%0.39%
202310.37%0.33%
202210.39%0.00%
20215.62%0.00%
20206.39%0.00%
20197.34%0.00%
20187.46%0.00%
20175.42%0.00%
20165.82%0.00%
20156.95%0.00%
20146.14%0.00%
20137.03%0.00%
20126.17%0.00%
20116.39%0.00%
20106.68%0.00%
20096.43%0.00%
200815.40%0.00%
20079.96%0.00%
20068.44%0.00%
20057.46%0.00%
20045.04%0.00%
20030.45%0.00%

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