Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOPCX (TORTOISE SELECT OPPORTUNITY FUND C CLASS SHARES) | NA | -9.20% | 64.74% | 40.48% | NA | NA | NA | … | … |
Data as of 12/30/2020, Common starting date is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOPCX (TORTOISE SELECT OPPORTUNITY FUND C CLASS SHARES) | 10/04/2013 | 12/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -9.20 | 64.74 | 40.48 | NA | NA | NA | … | … | -10.99 | 567.03 | -24.84 | -6.16 | 26.73 | -18.50 | -7.58 | 3.91 |
| Sharpe Ratio | NA | -0.26 | 1.16 | 0.86 | NA | NA | NA | … | … | -0.27 | 6.98 | -1.07 | -0.36 | 0.91 | -0.76 | -0.35 | 1.18 |
| Standard Deviation(%) | NA | 41.24 | 55.24 | 45.54 | NA | NA | NA | … | … | 41.32 | 82.47 | 24.41 | 19.15 | 29.12 | 24.22 | 21.71 | 14.73 |
| Draw Down(%) | NA | 45.68 | 46.95 | 46.95 | NA | NA | NA | … | … | 45.68 | 15.58 | 34.80 | 25.91 | 17.86 | 31.92 | 32.41 | 5.73 |
| Yield(%) | 1.60 | 1.43 | 60.50 | 44.47 | 17.10 | 11.40 | 8.55 | … | … | 1.42 | 239.99 | 0.00 | 0.00 | 0.00 | 0.21 | 0.01 | 0.83 |
Data as of 12/30/2020, Common starting date is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOPCX (TORTOISE SELECT OPPORTUNITY FUND C CLASS SHARES) |
-15.31%
Aug 2014 – Aug 2017 |
-7.61%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOPCX (TORTOISE SELECT OPPORTUNITY FUND C CLASS SHARES) |
77.78%
Jun 2016 – Jun 2019 |
37.88%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart