Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TORCX (TORTOISE MLP & PIPELINE FUND C CLASS SHARES) | 0.13% | 14.93% | 19.27% | 23.38% | 6.00% | NA | NA | 7.05% |
Data as of 07/21/2025, AR inception is 09/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TORCX (TORTOISE MLP & PIPELINE FUND C CLASS SHARES) | 09/20/2012 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.54 | 14.93 | 19.27 | 23.38 | 6.00 | NA | NA | 7.05 | 0.13 | 41.53 | 12.97 | 21.02 | 39.36 | -30.12 | 17.15 | -15.97 | -1.96 | 40.74 | -36.50 | 10.35 | 27.24 | -0.95 |
| Sharpe Ratio | NA | 0.77 | 0.95 | 1.03 | 0.17 | NA | NA | 0.23 | 0.10 | 2.53 | 0.56 | 0.72 | 1.81 | -0.53 | 1.03 | -0.89 | -0.17 | 1.37 | -1.34 | 0.60 | 2.31 | -0.31 |
| Standard Deviation(%) | NA | 21.25 | 19.09 | 21.92 | 27.44 | NA | NA | 25.24 | 24.70 | 13.84 | 15.66 | 27.30 | 21.77 | 56.83 | 15.32 | 19.59 | 14.87 | 29.59 | 27.28 | 17.26 | 11.77 | 11.53 |
| Draw Down(%) | NA | 16.66 | 17.32 | 19.83 | 63.85 | NA | NA | 70.27 | 16.66 | 10.17 | 10.25 | 19.83 | 13.46 | 61.54 | 13.77 | 24.91 | 14.05 | 19.82 | 43.79 | 20.76 | 8.88 | 8.65 |
| Yield(%) | 0.00 | 4.82 | 5.83 | 7.72 | 3.22 | 3.21 | 2.41 | 4.01 | 2.11 | 5.77 | 4.75 | 5.38 | 5.20 | 3.42 | 3.79 | 2.40 | 1.84 | 1.49 | 2.64 | 5.65 | 1.73 | 1.70 |
Data as of 07/21/2025, AR inception is 09/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORCX (TORTOISE MLP & PIPELINE FUND C CLASS SHARES) |
-21.84%
Mar 2017 - Mar 2020 |
-15.08%
Mar 2015 - Mar 2020 |
1.99%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORCX (TORTOISE MLP & PIPELINE FUND C CLASS SHARES) |
32.63%
Mar 2020 - Mar 2023 |
31.78%
Mar 2020 - Mar 2025 |
5.92%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart