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RUNN
+0.36 · +1.07%
$34.27 · NASDAQ

Running Oak Efficient Growth ETF (RUNN) ETF Analysis | Mid-Cap Blend

Running Oak Capital LLC · USA
AUM:$379.3M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

RUNN returned +2.7% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.58% — moderate cost. Consider how fees compound over long holding periods.

What is RUNN?

The fund is in an actively managed exchange-traded fund ("ETF"). Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large and mid-sized U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
RUNN returned 2.7% over the past year.
Moderate Cost
Expense ratio of 0.58%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 19.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$379.3M
Expense Ratio0.58%
Dividend Yield0.54%
Holdings50
Inception DateJun 2023
Domicile–
Distribution–
Index–
ProviderRunning Oak Capital LLC
Beta–
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.0%
1Y
+2.2%
3Y
+33.8%
5Y
+42.6%
OpenBook InsightIf you had invested £10,000 in RUNN 5 years ago, it would have grown to £14,257 — a gain of £4,257.

Annual Returns

Calendar year performance

RUNN delivered positive returns in 4 of the last 4 calendar years.
YearRUNN
2026 YTD+5.1%
2025+2.9%
2024+18.0%
2023+12.7%
CAGR 3yr+11.0%
4/4 positive yearsAvg return: +9.7%Worst year: +2.9% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
14.9%
Low
Momentum
+6.4%
30-day change
Support Level
34.53
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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