Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TYG (Tortoise Energy Infrastructure Corporation) | 7.08% | 33.75% | 24.27% | 31.62% | -15.66% | -8.77% | -4.61% | -3.08% |
Data as of 07/17/2025, AR inception is 02/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYG (Tortoise Energy Infrastructure Corporation) | 02/25/2004 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 33.75 | 24.27 | 31.62 | -15.66 | -8.77 | -4.61 | -3.08 | 7.08 | 60.18 | -0.37 | 24.20 | 46.86 | -92.58 | 1.79 | -24.74 | 3.17 | 20.91 | -31.78 | -3.43 | 32.18 | 0.25 | 10.76 | 31.49 | 99.28 | -44.47 | 1.68 | 37.51 | 4.54 | 13.99 |
| Sharpe Ratio | NA | 1.15 | 0.92 | 1.16 | -0.25 | NA | NA | -0.08 | 0.42 | 3.02 | -0.21 | 0.72 | 1.78 | -0.46 | 0.02 | -1.00 | 0.10 | 0.51 | -0.83 | -0.17 | 1.58 | 0.01 | 0.42 | 1.25 | 2.02 | -0.50 | -0.06 | 1.88 | 0.12 | 0.89 |
| Standard Deviation(%) | NA | 26.23 | 23.08 | 26.50 | 69.19 | NA | NA | 54.22 | 29.84 | 18.72 | 19.61 | 31.82 | 26.26 | 200.06 | 20.58 | 26.09 | 24.04 | 40.85 | 38.29 | 20.68 | 20.35 | 17.04 | 25.81 | 25.14 | 49.14 | 91.16 | 24.87 | 18.24 | 19.12 | 17.52 |
| Draw Down(%) | NA | 25.08 | 25.08 | 25.08 | 98.74 | NA | NA | 98.88 | 25.08 | 10.22 | 18.25 | 22.92 | 17.82 | 98.24 | 26.54 | 36.95 | 27.32 | 32.03 | 47.70 | 17.22 | 15.05 | 11.58 | 21.58 | 14.87 | 24.39 | 69.30 | 29.41 | 7.79 | 17.59 | 15.42 |
| Yield(%) | 0.00 | 11.67 | 11.07 | 16.20 | 4.32 | 5.32 | 5.99 | 7.45 | 5.21 | 11.53 | 9.12 | 9.79 | 7.23 | 1.36 | 12.68 | 8.77 | 8.33 | 9.33 | 5.79 | 5.06 | 5.79 | 5.55 | 5.63 | 6.88 | 12.41 | 6.60 | 6.30 | 7.23 | 6.60 | 3.88 |
Data as of 07/17/2025, AR inception is 02/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYG (Tortoise Energy Infrastructure Corporation) |
-70.77%
Mar 2017 - Mar 2020 |
-52.39%
Mar 2015 - Mar 2020 |
-26.99%
Mar 2010 - Mar 2020 |
-16.40%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYG (Tortoise Energy Infrastructure Corporation) |
51.84%
Mar 2020 - Mar 2023 |
44.06%
Mar 2020 - Mar 2025 |
15.15%
Jun 2004 - Jun 2014 |
7.25%
Apr 2004 - Apr 2019 |
Annualized Rolling Returns Comparison Chart