Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NDP (Tortoise Energy Independence Closed Fund) | NA | 48.56% | 32.03% | -27.88% | -26.34% | NA | NA | -23.99% |
Data as of 12/23/2024, AR inception is 07/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDP (Tortoise Energy Independence Closed Fund) | 07/27/2012 | 12/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.20 | 48.56 | 32.03 | -27.88 | -26.34 | NA | NA | -23.99 | 52.09 | 7.01 | 41.04 | 71.85 | -95.08 | -34.92 | -48.02 | -18.27 | 48.69 | -39.70 | -23.84 | 17.59 | -13.70 |
| Sharpe Ratio | NA | 2.00 | 1.01 | -0.29 | -0.36 | NA | NA | -0.35 | 2.14 | 0.12 | 1.09 | 2.45 | -0.42 | -0.85 | -1.63 | -0.85 | 1.34 | -1.22 | -1.06 | 1.17 | -1.56 |
| Standard Deviation(%) | NA | 21.76 | 27.68 | 103.85 | 77.15 | NA | NA | 69.78 | 21.84 | 22.29 | 36.50 | 29.26 | 224.27 | 42.50 | 30.43 | 22.26 | 36.14 | 32.70 | 22.56 | 14.99 | 19.04 |
| Draw Down(%) | NA | 12.58 | 26.40 | 97.53 | 99.46 | NA | NA | 99.58 | 12.58 | 14.14 | 26.40 | 15.21 | 97.53 | 64.92 | 55.22 | 29.42 | 30.10 | 53.18 | 38.92 | 8.56 | 17.48 |
| Yield(%) | 0.00 | 9.46 | 11.13 | 4.70 | 1.04 | 0.67 | 0.50 | 0.84 | 9.59 | 8.78 | 9.04 | 4.64 | 0.29 | 1.90 | 1.62 | 1.30 | 1.94 | 1.13 | 0.88 | 0.99 | 0.22 |
Data as of 12/23/2024, AR inception is 07/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDP (Tortoise Energy Independence Closed Fund) |
-78.90%
Mar 2017 - Mar 2020 |
-61.99%
Mar 2015 - Mar 2020 |
-31.69%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDP (Tortoise Energy Independence Closed Fund) |
55.34%
Sep 2020 - Sep 2023 |
-8.08%
Dec 2012 - Dec 2017 |
-26.43%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart