RUNTX Mutual Fund

NAV$30.95

Returns Overview

1 Month
+0.13%
3 Months
+7.54%
6 Months
+14.29%
YTD
+20.29%
1 Year
+40.23%
3 Years (annualized)
+15.59%
5 Years (annualized)
+7.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RUNTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.29%
Peer Avg (YTD)
+18.52%
vs Peers
+1.76%

RUNTX Mutual Fund Performance

RUNTX performance across multiple time periods: 1-month 0.13%, YTD 20.29%, 1-year 40.23%, 3-year 15.59%, 5-year 7.06%.

RUNTX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

RUNTX performance comparison shows side-by-side returns with another fund. RUNTX alternatives are available in the Mutual Fund Screener.