Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBLU (Tortoise Global Water ESG Fund) | -1.55% | -1.21% | 9.93% | 3.75% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/15/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBLU (Tortoise Global Water ESG Fund) | 02/15/2017 | 06/04/2026 |
| 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 (%) | 0.24 | -1.21 | 9.93 | 3.75 | NA | NA | NA | … | … | -1.55 | 12.61 | 8.54 | 20.96 | -26.00 | 28.17 | 15.74 | 38.72 | -12.78 | 20.23 |
| Sharpe Ratio | NA | -0.19 | 0.49 | 0.07 | NA | NA | NA | … | … | -0.41 | 0.62 | 0.14 | 1.11 | -1.14 | 2.11 | 0.44 | 3.00 | -0.90 | 1.55 |
| Standard Deviation(%) | NA | 14.37 | 15.33 | 17.31 | NA | NA | NA | … | … | 17.24 | 16.05 | 14.25 | 15.24 | 24.13 | 13.31 | 34.79 | 12.46 | 15.80 | 14.71 |
| Draw Down(%) | NA | 13.17 | 15.41 | 35.36 | NA | NA | NA | … | … | 13.17 | 11.68 | 7.57 | 14.87 | 35.36 | 8.73 | 37.58 | 5.21 | 17.25 | 7.29 |
| Yield(%) | 0.00 | 3.21 | 2.45 | 1.79 | 2.36 | 1.57 | 1.18 | … | … | 0.00 | 3.60 | 1.45 | 1.72 | 1.21 | 1.31 | 1.62 | 2.14 | 1.16 | 1.57 |
Data as of 06/04/2026, Common starting date is 02/15/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLU (Tortoise Global Water ESG Fund) |
-0.96%
Dec 2021 – Dec 2024 |
3.82%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBLU (Tortoise Global Water ESG Fund) |
27.20%
Dec 2018 – Dec 2021 |
13.12%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart