Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSIFX (Tortoise Tax-Advantaged Social Infrastructure Fund) | -6.59% | -5.60% | -1.64% | 0.41% | NA | NA | NA | 1.33% |
Data as of 07/21/2025, AR inception is 03/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSIFX (Tortoise Tax-Advantaged Social Infrastructure Fund) | 03/27/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.84 | -5.60 | -1.64 | 0.41 | NA | NA | NA | 1.33 | -6.59 | 3.13 | -2.23 | 3.59 | 4.34 | 1.13 | 4.12 | 2.30 |
| Sharpe Ratio | NA | -0.68 | -0.59 | -0.24 | NA | NA | NA | -0.09 | -0.85 | -0.21 | -0.99 | 0.50 | 1.43 | 0.16 | 1.08 | 0.80 |
| Standard Deviation(%) | NA | 12.98 | 8.41 | 6.90 | NA | NA | NA | 6.09 | 17.50 | 2.35 | 6.01 | 4.36 | 3.02 | 5.37 | 2.46 | 1.95 |
| Draw Down(%) | NA | 10.13 | 11.08 | 11.08 | NA | NA | NA | 11.08 | 10.13 | 1.35 | 7.49 | 1.96 | 1.58 | 9.01 | 1.40 | 0.90 |
| Yield(%) | 0.00 | 18.62 | 9.46 | 7.38 | 4.60 | 3.07 | 2.30 | 6.57 | 17.86 | 2.26 | 3.96 | 9.61 | 4.18 | 4.72 | 4.78 | 2.98 |
Data as of 07/21/2025, AR inception is 03/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSIFX (Tortoise Tax-Advantaged Social Infrastructure Fund) |
-1.66%
Jan 2022 - Jan 2025 |
0.26%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSIFX (Tortoise Tax-Advantaged Social Infrastructure Fund) |
4.86%
Apr 2020 - Apr 2023 |
3.53%
Jun 2018 - Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart