Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XNDPX (Tortoise Energy Independence Fd Inc) | 0.00% | 7.34% | 13.03% | 26.22% | -11.72% | NA | NA | -9.66% |
Data as of 05/08/2025, AR inception is 08/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XNDPX (Tortoise Energy Independence Fd Inc) | 08/03/2012 | 05/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.34 | 13.03 | 26.22 | -11.72 | NA | NA | -9.66 | 0.00 | 24.74 | 7.12 | 45.07 | 55.61 | -94.45 | -31.22 | 326.52 | -20.74 | 29.53 | -41.39 | -12.18 | 19.13 | -4.40 |
| Sharpe Ratio | NA | 0.06 | 0.24 | 0.84 | -0.10 | NA | NA | -0.08 | 0.00 | 1.00 | 0.12 | 1.17 | 2.12 | -0.26 | -0.83 | 1.54 | -0.87 | 0.76 | -1.19 | -0.43 | 0.91 | -0.63 |
| Standard Deviation(%) | NA | 15.74 | 25.63 | 28.19 | 138.09 | NA | NA | 123.30 | NA | 18.16 | 24.57 | 37.57 | 26.21 | 370.14 | 39.42 | 212.75 | 24.58 | 38.47 | 34.93 | 28.04 | 20.99 | 17.06 |
| Draw Down(%) | NA | 11.77 | 26.58 | 30.10 | 98.84 | NA | NA | 98.84 | 0.00 | 11.77 | 16.29 | 26.58 | 14.41 | 96.95 | 51.79 | 50.95 | 36.04 | 25.76 | 49.46 | 35.96 | 8.40 | 11.04 |
| Yield(%) | 0.00 | 5.37 | 6.78 | 10.03 | 3.79 | 2.93 | 2.20 | 3.67 | 0.00 | 7.89 | 7.44 | 7.88 | 3.69 | 0.26 | 0.34 | 3.19 | 0.00 | 0.00 | 0.00 | 6.43 | 0.00 | 0.00 |
Data as of 05/08/2025, AR inception is 08/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNDPX (Tortoise Energy Independence Fd Inc) |
-69.23%
Jul 2018 - Jul 2021 |
-45.65%
May 2018 - May 2023 |
-14.89%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XNDPX (Tortoise Energy Independence Fd Inc) |
87.44%
Sep 2015 - Sep 2018 |
34.33%
Jul 2013 - Jul 2018 |
-11.24%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart