Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TOPIX (TORTOISE SELECT OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | NA | -8.26% | -9.80% | -1.73% | NA | NA | NA | -4.50% |
Data as of 12/30/2020, AR inception is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOPIX (TORTOISE SELECT OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) | 10/04/2013 | 12/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | -8.26 | -9.80 | -1.73 | NA | NA | NA | -4.50 | -11.00 | 5.50 | -24.19 | -5.14 | 28.03 | -17.69 | -6.65 | 4.05 |
| Sharpe Ratio | NA | -0.26 | -0.37 | -0.11 | NA | NA | NA | -0.20 | -0.27 | 0.22 | -1.05 | -0.30 | 0.95 | -0.73 | -0.31 | 1.22 |
| Standard Deviation(%) | NA | 41.20 | 29.75 | 27.80 | NA | NA | NA | 26.21 | 41.28 | 19.15 | 24.36 | 19.21 | 29.03 | 24.24 | 21.74 | 14.81 |
| Draw Down(%) | NA | 45.57 | 56.83 | 57.21 | NA | NA | NA | 65.54 | 45.57 | 17.85 | 34.43 | 25.48 | 17.84 | 31.48 | 32.19 | 5.63 |
| Yield(%) | 2.68 | 2.40 | 1.17 | 1.12 | 0.55 | 0.37 | 0.27 | 0.78 | 2.38 | 2.15 | 0.00 | 0.00 | 0.54 | 0.54 | 0.18 | 0.97 |
Data as of 12/30/2020, AR inception is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOPIX (TORTOISE SELECT OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) |
-17.45%
Mar 2017 - Mar 2020 |
-12.14%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOPIX (TORTOISE SELECT OPPORTUNITY FUND INSTITUTIONAL CLASS SHARES) |
7.72%
Sep 2015 - Sep 2018 |
-3.56%
Jan 2015 - Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart