Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TPZ (Tortoise Power and Energy Infrastructure Fund) | 8.50% | 13.41% | 21.41% | 11.11% | 4.69% | 3.94% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPZ (Tortoise Power and Energy Infrastructure Fund) | 07/29/2009 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 13.41 | 21.41 | 11.11 | 4.69 | 3.94 | NA | … | … | 8.50 | 5.65 | 43.44 | 9.80 | -6.31 | 22.92 | -34.67 | 15.61 | -16.12 | -0.29 | 43.47 | -30.04 | 17.46 | 8.43 | 4.53 | 3.66 | 29.83 | 4.15 |
| Sharpe Ratio | NA | 0.77 | 1.16 | 0.50 | 0.11 | NA | NA | … | … | 1.05 | 0.15 | 2.61 | 0.46 | -0.33 | 1.32 | -0.44 | 0.96 | -0.99 | -0.07 | 1.62 | -1.26 | 1.33 | 0.70 | 0.38 | 0.17 | 1.68 | 0.66 |
| Standard Deviation(%) | NA | 13.47 | 16.06 | 17.93 | 29.56 | NA | NA | … | … | 16.09 | 18.36 | 15.24 | 13.55 | 23.50 | 17.32 | 78.25 | 14.80 | 17.73 | 14.55 | 26.68 | 23.84 | 13.14 | 11.99 | 12.01 | 21.12 | 17.73 | 14.89 |
| Draw Down(%) | NA | 6.28 | 17.78 | 19.57 | 77.37 | NA | NA | … | … | 5.36 | 17.78 | 6.56 | 10.68 | 19.57 | 12.90 | 75.93 | 16.20 | 23.97 | 12.86 | 24.78 | 43.99 | 12.71 | 11.31 | 11.04 | 21.73 | 9.59 | 8.05 |
| Yield(%) | 0.00 | 3.40 | 2.70 | 1.53 | 3.34 | 3.94 | 4.25 | … | … | 0.98 | 3.99 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 9.23 | 7.21 | 6.75 | 9.08 | 6.30 | 11.37 | 6.17 | 3.69 | 1.59 | 7.72 | 2.62 |
Data as of 06/04/2026, Common starting date is 07/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPZ (Tortoise Power and Energy Infrastructure Fund) |
-26.62%
Mar 2017 – Mar 2020 |
-17.41%
Mar 2015 – Mar 2020 |
-3.94%
Mar 2010 – Mar 2020 |
3.51%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPZ (Tortoise Power and Energy Infrastructure Fund) |
22.54%
Apr 2023 – Apr 2026 |
24.46%
Mar 2020 – Mar 2025 |
7.75%
Feb 2016 – Feb 2026 |
5.62%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart