Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSIFX (Tortoise Tax-Advantaged Social Infrastructure Fund) | NA | -22.83% | -8.07% | -3.49% | NA | NA | NA | … | … |
Data as of 12/12/2025, Common starting date is 03/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSIFX (Tortoise Tax-Advantaged Social Infrastructure Fund) | 03/27/2018 | 12/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.14 | -22.83 | -8.07 | -3.49 | NA | NA | NA | … | … | -60.16 | 3.13 | -2.23 | 3.59 | 4.34 | 1.13 | 4.12 | 2.30 |
| Sharpe Ratio | NA | -1.00 | -0.81 | -0.62 | NA | NA | NA | … | … | -1.01 | -0.21 | -0.99 | 0.50 | 1.43 | 0.16 | 1.08 | 0.80 |
| Standard Deviation(%) | NA | 62.70 | 36.37 | 28.27 | NA | NA | NA | … | … | 64.23 | 2.35 | 6.01 | 4.36 | 3.02 | 5.37 | 2.46 | 1.95 |
| Draw Down(%) | NA | 60.39 | 60.81 | 60.81 | NA | NA | NA | … | … | 60.39 | 1.35 | 7.49 | 1.96 | 1.58 | 9.01 | 1.40 | 0.90 |
| Yield(%) | 0.00 | 59.16 | 21.30 | 14.44 | 8.01 | 5.34 | 4.00 | … | … | 58.26 | 2.26 | 3.96 | 9.61 | 4.18 | 4.72 | 4.78 | 2.98 |
Data as of 12/12/2025, Common starting date 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) |
-5.84%
Nov 2022 – Nov 2025 |
-2.24%
Oct 2020 – Oct 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) |
14.32%
Sep 2022 – Sep 2025 |
9.69%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart