Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUNTX (U.S. SMALL CAP EQUITY FUND CLASS T) | 14.75% | 33.53% | 14.66% | 5.49% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUNTX (U.S. SMALL CAP EQUITY FUND CLASS T) | 03/17/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.81 | 33.53 | 14.66 | 5.49 | NA | NA | NA | … | … | 14.75 | 8.81 | 8.11 | 13.72 | -16.19 | 26.21 | 12.97 | 23.73 | -12.26 | 11.66 |
| Sharpe Ratio | NA | 1.71 | 0.57 | 0.15 | NA | NA | NA | … | … | 1.87 | 0.27 | 0.23 | 0.53 | -0.69 | 1.26 | 0.31 | 1.51 | -0.81 | 1.30 |
| Standard Deviation(%) | NA | 18.02 | 20.04 | 21.11 | NA | NA | NA | … | … | 18.86 | 22.22 | 19.14 | 19.10 | 25.69 | 20.74 | 41.44 | 14.73 | 16.98 | 10.97 |
| Draw Down(%) | NA | 9.18 | 27.76 | 27.76 | NA | NA | NA | … | … | 9.18 | 23.68 | 9.50 | 16.99 | 23.68 | 10.07 | 43.51 | 8.47 | 27.03 | 5.69 |
| Yield(%) | 0.00 | 8.85 | 8.35 | 8.51 | 8.24 | 5.49 | 4.12 | … | … | 0.00 | 8.29 | 12.57 | 2.88 | 4.12 | 30.00 | 0.68 | 5.23 | 13.67 | 12.42 |
Data as of 06/05/2026, Common starting date is 03/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUNTX (U.S. SMALL CAP EQUITY FUND CLASS T) |
-3.34%
Apr 2017 – Apr 2020 |
3.53%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUNTX (U.S. SMALL CAP EQUITY FUND CLASS T) |
22.24%
Mar 2020 – Mar 2023 |
14.88%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart