Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TORIX (TORTOISE MLP & PIPELINE FUND INSTITUTIONAL CLASS SHARES) | 4.85% | 25.68% | 23.84% | 25.95% | 6.98% | NA | NA | 9.21% |
Data as of 06/30/2025, AR inception is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TORIX (TORTOISE MLP & PIPELINE FUND INSTITUTIONAL CLASS SHARES) | 06/08/2011 | 06/30/2025 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.49 | 25.68 | 23.84 | 25.95 | 6.98 | NA | NA | 9.21 | 4.85 | 41.77 | 14.18 | 22.22 | 40.84 | -29.47 | 18.39 | -15.14 | -1.03 | 42.12 | -35.80 | 11.43 | 28.60 | 9.58 | 15.98 |
| Sharpe Ratio | NA | 1.08 | 1.04 | 1.12 | 0.19 | NA | NA | 0.33 | 0.24 | 2.54 | 0.64 | 0.77 | 1.87 | -0.52 | 1.11 | -0.84 | -0.11 | 1.41 | -1.32 | 0.66 | 2.43 | 0.83 | 1.29 |
| Standard Deviation(%) | NA | 21.03 | 19.36 | 22.01 | 27.45 | NA | NA | 24.67 | 25.66 | 13.83 | 15.68 | 27.15 | 21.79 | 56.79 | 15.30 | 19.67 | 14.98 | 29.69 | 27.24 | 17.22 | 11.75 | 11.55 | 23.07 |
| Draw Down(%) | NA | 16.52 | 17.23 | 19.75 | 63.32 | NA | NA | 68.55 | 16.52 | 10.12 | 10.10 | 19.75 | 13.36 | 61.45 | 13.35 | 24.63 | 13.36 | 19.86 | 43.40 | 20.49 | 8.79 | 8.54 | 14.56 |
| Yield(%) | 0.00 | 5.73 | 6.53 | 8.55 | 3.65 | 4.96 | 3.72 | 5.31 | 2.02 | 6.63 | 4.86 | 6.03 | 5.81 | 3.76 | 4.89 | 3.36 | 2.77 | 2.58 | 3.61 | 6.44 | 2.40 | 2.02 | 0.00 |
Data as of 06/30/2025, AR inception is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORIX (TORTOISE MLP & PIPELINE FUND INSTITUTIONAL CLASS SHARES) |
-21.06%
Mar 2017 - Mar 2020 |
-14.23%
Mar 2015 - Mar 2020 |
3.03%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORIX (TORTOISE MLP & PIPELINE FUND INSTITUTIONAL CLASS SHARES) |
33.98%
Mar 2020 - Mar 2023 |
33.12%
Mar 2020 - Mar 2025 |
6.98%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart