Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XTPZX (Tortoise Power and Energy Infrastructure Fund Inc) | 1.37% | 13.92% | 9.04% | 12.41% | -2.83% | 0.86% | NA | 1.68% |
Data as of 05/08/2025, AR inception is 09/15/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTPZX (Tortoise Power and Energy Infrastructure Fund Inc) | 09/15/2009 | 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.92 | 9.04 | 12.41 | -2.83 | 0.86 | NA | 1.68 | 1.37 | 22.23 | 7.23 | -1.17 | 14.51 | -29.00 | 5.28 | -12.00 | -8.93 | 26.79 | -32.38 | 11.24 | 13.83 | 0.00 | 3.86 | 12.78 | 12.15 |
| Sharpe Ratio | NA | 1.14 | 0.33 | 0.77 | -0.22 | NA | NA | 0.04 | 0.80 | 1.77 | 0.33 | -0.13 | 1.17 | -0.73 | 0.33 | -0.93 | -0.84 | 1.08 | -1.84 | 0.85 | 1.24 | 0.00 | 0.16 | 1.27 | 5.39 |
| Standard Deviation(%) | NA | 9.25 | 13.18 | 13.62 | 19.29 | NA | NA | 19.51 | 1.14 | 10.51 | 10.92 | 19.50 | 12.39 | 39.77 | 11.55 | 14.39 | 11.44 | 24.56 | 17.63 | 13.15 | 11.13 | 34.76 | 24.28 | 10.02 | 8.71 |
| Draw Down(%) | NA | 7.00 | 16.91 | 17.40 | 70.18 | NA | NA | 71.10 | 0.00 | 7.00 | 8.93 | 17.40 | 10.04 | 58.61 | 14.91 | 18.84 | 16.28 | 22.73 | 39.29 | 8.85 | 3.33 | 6.32 | 9.65 | 6.86 | 1.19 |
| Yield(%) | 0.00 | 1.67 | 0.63 | 0.53 | 0.74 | 1.66 | 1.41 | 1.88 | 1.36 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 3.69 | 3.27 | 1.87 | 0.00 | 0.43 | 8.83 | 2.47 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/08/2025, AR inception is 09/15/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTPZX (Tortoise Power and Energy Infrastructure Fund Inc) |
-26.68%
Mar 2017 - Mar 2020 |
-19.63%
Mar 2015 - Mar 2020 |
-6.83%
Mar 2010 - Mar 2020 |
0.57%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTPZX (Tortoise Power and Energy Infrastructure Fund Inc) |
19.96%
Mar 2020 - Mar 2023 |
17.90%
Mar 2020 - Mar 2025 |
1.25%
Oct 2009 - Oct 2019 |
1.51%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart