Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TORTX (TORTOISE MLP & PIPELINE FUND INVESTOR CLASS SHARES) | 21.67% | 22.69% | 26.95% | 20.68% | 10.97% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TORTX (TORTOISE MLP & PIPELINE FUND INVESTOR CLASS SHARES) | 06/08/2011 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 22.69 | 26.95 | 20.68 | 10.97 | NA | NA | … | … | 21.67 | 4.72 | 42.48 | 13.89 | 21.98 | 40.43 | -29.69 | 18.04 | -15.46 | -1.24 | 41.76 | -36.02 | 11.18 | 28.22 | 9.38 | 15.79 |
| Sharpe Ratio | NA | 1.41 | 1.46 | 0.94 | 0.37 | NA | NA | … | … | 3.09 | 0.09 | 2.81 | 0.66 | 0.76 | 1.86 | -0.53 | 1.08 | -0.86 | -0.13 | 1.40 | -1.32 | 0.65 | 2.40 | 0.81 | 1.28 |
| Standard Deviation(%) | NA | 14.47 | 16.60 | 19.72 | 25.43 | NA | NA | … | … | 16.58 | 19.95 | 13.84 | 15.72 | 27.19 | 21.72 | 56.78 | 15.33 | 19.63 | 14.93 | 29.65 | 27.23 | 17.28 | 11.73 | 11.55 | 23.09 |
| Draw Down(%) | NA | 7.14 | 16.56 | 19.83 | 63.23 | NA | NA | … | … | 6.90 | 16.56 | 10.10 | 10.19 | 19.83 | 13.32 | 61.54 | 13.46 | 24.69 | 13.52 | 19.86 | 43.48 | 20.59 | 8.83 | 8.50 | 14.57 |
| Yield(%) | 0.00 | 4.67 | 6.75 | 6.72 | 4.77 | 5.33 | 4.00 | … | … | 1.97 | 4.78 | 6.46 | 4.85 | 5.88 | 5.68 | 3.65 | 4.64 | 3.15 | 2.59 | 2.34 | 3.35 | 6.22 | 2.19 | 1.89 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORTX (TORTOISE MLP & PIPELINE FUND INVESTOR CLASS SHARES) |
-21.33%
Mar 2017 – Mar 2020 |
-14.48%
Mar 2015 – Mar 2020 |
2.74%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORTX (TORTOISE MLP & PIPELINE FUND INVESTOR CLASS SHARES) |
33.64%
Mar 2020 – Mar 2023 |
32.79%
Mar 2020 – Mar 2025 |
13.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart