RUNN vs EFR
Comparison between RUNNING OAK EFFICIENT GROWTH ETF (RUNN, ETF) and Eaton Vance Senior Floating-Rate Trust (EFR, ETF).
RUNN vs EFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RUNN
$351M
EFR
$350M
Expense Ratio
RUNN
0.58%
EFR
N/A
Max Drawdown
Winner
RUNN
17.16%
EFR
66.83%
Sharpe Ratio
Winner
RUNN
-0.32
EFR
-0.87
5Y Beta
RUNN
0.71
Winner
EFR
0.38
P/E Ratio
RUNN
22.26
EFR
N/A
Forward P/E
RUNN
17.06
EFR
N/A
PEG Ratio
RUNN
0.62
EFR
N/A
5Y Dividends CAGR
RUNN
N/A
EFR
5.56%
5Y EPS CAGR
RUNN
14.89%
EFR
N/A
Debt to Equity
RUNN
50.91%
EFR
N/A
P/S Ratio
RUNN
2.19
EFR
N/A
P/B Ratio
RUNN
3.70
EFR
N/A
RUNN vs EFR - Historical Returns
Returns include dividend reinvestment.
1M
RUNN
+1.46%
Winner
EFR
+2.38%
3M
RUNN
-0.20%
Winner
EFR
+3.31%
6M
RUNN
-3.00%
Winner
EFR
-1.02%
1Y
Winner
RUNN
-1.37%
EFR
-3.45%
5Y(CAGR)
RUNN
N/A
EFR
+3.40%
10Y(CAGR)
RUNN
N/A
EFR
+5.74%
Max(CAGR)
Winner
RUNN
+9.41%
EFR
+4.70%
RUNN vs EFR - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | RUNN | EFR |
|---|---|---|
| 2026 | -2.72% | -1.11% |
| 2025 | +2.89% | -5.47% |
| 2024 | +18.00% | +10.08% |
| 2023 | +12.05% | +27.98% |
| 2022 | N/A | -18.89% |
| 2021 | N/A | +23.56% |
| 2020 | N/A | +0.78% |
| 2019 | N/A | +14.57% |
| 2018 | N/A | -6.37% |
| 2017 | N/A | +3.58% |
| 2016 | N/A | +28.01% |
| 2015 | N/A | -3.00% |
| 2014 | N/A | -3.32% |
| 2013 | N/A | -1.25% |
| 2012 | N/A | +15.36% |
| 2011 | N/A | -5.92% |
| 2010 | N/A | +19.21% |
| 2009 | N/A | +90.44% |
| 2008 | N/A | -45.18% |
| 2007 | N/A | -8.68% |
| 2006 | N/A | +17.21% |
| 2005 | N/A | -8.65% |
| 2004 | N/A | +6.89% |
| 2003 | N/A | -1.32% |
RUNN vs EFR Drawdown Comparison
The maximum drawdown for RUNN was -16.83%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for EFR was -60.57%, occurring on Dec 15, 2008. Recovery took 651 trading sessions.
The current RUNN drawdown is -7.19%. The current EFR drawdown is -10.64%.
| Rank | RUNN | EFR |
|---|---|---|
| #1 | -16.83% Nov 29, 2024 - Apr 8, 2025 | -60.57% Jun 22, 2007 - Jan 22, 2010 |
| #2 | -9.63% Jul 25, 2023 - Dec 1, 2023 | -42.01% Jan 22, 2020 - Dec 2, 2020 |
| #3 | -6.28% Mar 28, 2024 - Jul 12, 2024 | -25.06% Nov 16, 2021 - Dec 15, 2023 |
| #4 | -5.08% Jul 16, 2024 - Aug 21, 2024 | -24.17% Mar 1, 2011 - Sep 10, 2012 |
| #5 | -3.53% Nov 11, 2024 - Nov 29, 2024 | -22.93% Apr 24, 2013 - Oct 3, 2016 |
| #6 | -3.32% Aug 30, 2024 - Sep 19, 2024 | -18.31% Jan 31, 2025 - Apr 7, 2025 |
| #7 | -3.21% Oct 18, 2024 - Nov 6, 2024 | -15.42% Apr 18, 2018 - Dec 17, 2019 |
| #8 | -2.24% Dec 28, 2023 - Jan 19, 2024 | -14.85% May 3, 2010 - Nov 8, 2010 |
| #9 | -1.64% Jun 30, 2023 - Jul 11, 2023 | -13.23% Mar 4, 2005 - Jul 24, 2006 |
| #10 | -1.35% Feb 9, 2024 - Feb 14, 2024 | -10.10% Feb 3, 2010 - Mar 25, 2010 |
| #11 | -1.27% Jun 15, 2023 - Jun 27, 2023 | -6.73% Apr 5, 2010 - Apr 29, 2010 |
| #12 | -1.26% Mar 21, 2024 - Mar 27, 2024 | -6.69% Oct 4, 2012 - Nov 23, 2012 |
| #13 | -1.12% Dec 19, 2023 - Dec 21, 2023 | -6.36% Jul 3, 2024 - Nov 7, 2024 |
| #14 | -1.01% Jan 30, 2024 - Feb 1, 2024 | -6.25% Mar 17, 2017 - Mar 28, 2018 |
| #15 | -0.98% Dec 4, 2023 - Dec 11, 2023 | -5.48% Oct 19, 2021 - Nov 16, 2021 |
Correlation
Correlation between RUNN and EFR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2003 - 2026)
RUNN vs EFR dividend yield comparison.
| Year | RUNN | EFR |
|---|---|---|
| 2026 | 0.00% | 4.03% |
| 2025 | 0.55% | 9.53% |
| 2024 | 0.39% | 9.76% |
| 2023 | 0.33% | 10.37% |
| 2022 | 0.00% | 10.39% |
| 2021 | 0.00% | 5.62% |
| 2020 | 0.00% | 6.39% |
| 2019 | 0.00% | 7.34% |
| 2018 | 0.00% | 7.46% |
| 2017 | 0.00% | 5.42% |
| 2016 | 0.00% | 5.82% |
| 2015 | 0.00% | 6.95% |
| 2014 | 0.00% | 6.14% |
| 2013 | 0.00% | 7.03% |
| 2012 | 0.00% | 6.17% |
| 2011 | 0.00% | 6.39% |
| 2010 | 0.00% | 6.68% |
| 2009 | 0.00% | 6.43% |
| 2008 | 0.00% | 15.40% |
| 2007 | 0.00% | 9.96% |
| 2006 | 0.00% | 8.44% |
| 2005 | 0.00% | 7.46% |
| 2004 | 0.00% | 5.04% |
| 2003 | 0.00% | 0.45% |
Select Stocks to Compare
Popular: RUNN vs SPYEFR vs SPY
More Comparisons
Compare with similar stocks