Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TPYP (Tortoise North American Pipeline Fund) 21.56% 24.54% 25.67% 18.02% 11.90% NA NA
Data as of 06/04/2026, Common starting date is 07/01/2015
More Performance Analytics Comparison
Name Start Date End Date
TPYP (Tortoise North American Pipeline Fund) 07/01/2015 06/04/2026
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
Annualized Return (%) 0.95 24.54 25.67 18.02 11.90 NA NA 21.56 7.58 37.37 10.48 16.11 34.94 -20.95 23.35 -11.16 2.29 38.93 -28.57
Sharpe Ratio NA 1.46 1.46 0.90 0.47 NA NA 3.19 0.26 2.55 0.46 0.63 1.97 -0.43 1.76 -0.71 0.13 1.76 -1.38
Standard Deviation(%) NA 13.13 15.39 17.51 22.26 NA NA 15.02 18.05 13.24 15.01 23.28 17.69 49.58 12.45 17.74 13.03 21.97 35.23
Draw Down(%) NA 6.79 13.18 17.95 51.91 NA NA 6.78 13.18 9.91 9.77 17.95 11.60 51.57 9.88 21.01 8.30 15.67 32.16
Yield(%) 0.00 3.86 5.47 5.39 5.05 3.02 2.26 0.96 3.98 5.15 5.17 4.92 6.28 4.55 5.19 3.85 3.63 3.44 0.91
Data as of 06/04/2026, Common starting date is 07/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TPYP (Tortoise North American Pipeline Fund) -13.62%
Mar 2017 – Mar 2020
-2.16%
Oct 2015 – Oct 2020
9.37%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TPYP (Tortoise North American Pipeline Fund) 27.86%
Mar 2020 – Mar 2023
27.91%
Mar 2020 – Mar 2025
13.58%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return