Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOPTX (TORTOISE SELECT OPPORTUNITY FUND INVESTOR CLASS SHARES) | NA | -8.56% | 62.98% | 40.01% | 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 |
|---|---|---|
| TOPTX (TORTOISE SELECT OPPORTUNITY FUND INVESTOR 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 | -8.56 | 62.98 | 40.01 | NA | NA | NA | … | … | -11.08 | 528.04 | -24.37 | -5.44 | 27.79 | -17.98 | -6.87 | 4.02 |
| Sharpe Ratio | NA | -0.27 | 1.14 | 0.86 | NA | NA | NA | … | … | -0.27 | 6.69 | -1.06 | -0.32 | 0.95 | -0.75 | -0.32 | 1.22 |
| Standard Deviation(%) | NA | 41.22 | 54.04 | 44.66 | NA | NA | NA | … | … | 41.30 | 80.12 | 24.34 | 19.24 | 28.98 | 24.13 | 21.75 | 14.77 |
| Draw Down(%) | NA | 45.74 | 46.67 | 46.67 | NA | NA | NA | … | … | 45.74 | 15.38 | 34.47 | 25.60 | 17.84 | 31.54 | 32.24 | 5.63 |
| Yield(%) | 2.43 | 2.17 | 59.46 | 44.34 | 17.31 | 11.54 | 8.65 | … | … | 2.16 | 233.33 | 0.00 | 0.00 | 0.30 | 0.18 | 0.05 | 0.94 |
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 |
|---|---|---|---|---|
| TOPTX (TORTOISE SELECT OPPORTUNITY FUND INVESTOR CLASS SHARES) |
-14.71%
Aug 2014 – Aug 2017 |
-6.93%
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 |
|---|---|---|---|---|
| TOPTX (TORTOISE SELECT OPPORTUNITY FUND INVESTOR CLASS SHARES) |
75.87%
Jun 2016 – Jun 2019 |
37.40%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart