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TYN: Tortoise North American Energy Corp (CEF)
Basic Info
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 10/28/2005 |
| Last Dividend Date: | 05/20/2014 |
| 12-Mo. Yield | 5.53% |
| Expenses | - |
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Performance Analytics (As of 06/23/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/28/2005 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 12.9 | 15.8 | 22.4 | 13.7 | 16.7 | 15.4 | 8.8 | 4.2 | 21.4 | 126.0 | -53.0 | 18.5 | 10.9 | 16.7 |
| Sharpe Ratio | NA | 0.9 | 0.76 | 0.99 | 0.32 | 3.23 | 0.72 | 0.53 | 0.18 | 0.78 | 2.74 | -0.62 | 0.72 | 0.42 | 1.8 |
| Draw Down(%) | NA | 16.2 | 20.0 | 23.4 | 67.7 | 3.6 | 20.0 | 14.7 | 22.4 | 19.4 | 27.8 | 67.5 | 19.6 | 16.6 | 15.8 |
| Standard Deviation(%) | NA | 14.3 | 20.7 | 22.6 | 39.7 | 12.0 | 21.4 | 16.7 | 23.9 | 27.2 | 46.0 | 86.5 | 21.7 | 18.0 | 80.2 |
| Treynor Ratio | NA | 0.31 | 0.33 | 0.46 | 0.21 | 1.17 | 0.26 | 0.23 | 0.09 | 0.41 | 2.22 | -0.62 | 0.4 | 0.73 | 3.59 |
| Alpha | NA | 0.0 | 0.03 | 0.03 | 0.02 | 0.09 | 0.02 | 0.03 | 0.02 | 0.06 | 0.28 | -0.02 | 0.02 | 0.03 | 0.43 |
| Beta | NA | 0.41 | 0.47 | 0.49 | 0.62 | 0.33 | 0.59 | 0.38 | 0.46 | 0.52 | 0.57 | 0.86 | 0.39 | 0.1 | 0.4 |
| RSquared | NA | 0.1 | 0.25 | 0.23 | 0.23 | 0.1 | 0.14 | 0.19 | 0.37 | 0.22 | 0.22 | 0.33 | 0.15 | 0.02 | 0.01 |
| Yield(%) | N/A | 5.5 | 6.6 | 10.0 | N/A | 3.0 | 6.1 | 6.3 | 6.0 | 6.7 | 12.4 | 6.4 | 6.6 | 5.8 | 0.0 |
| Dividend Growth(%) | N/A | 2.5 | 4.0 | N/A | N/A | -49.1 | 2.6 | 3.0 | 2.1 | 0.0 | -7.1 | 10.2 | 14.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2005
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