Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XTYGX (Tortoise Energy Infrastructure Corp) | 13.94% | 15.56% | 21.38% | 14.73% | -3.44% | -2.54% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/15/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTYGX (Tortoise Energy Infrastructure Corp) | 09/15/2009 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.94 | 15.56 | 21.38 | 14.73 | -3.44 | -2.54 | NA | … | … | 13.94 | 4.18 | 40.93 | -1.76 | 18.49 | 42.68 | -91.18 | -6.85 | 204.30 | -1.50 | 5.28 | -39.17 | 13.94 | 42.64 | 0.00 | 16.19 | -7.18 | 0.00 |
| Sharpe Ratio | NA | 1.00 | 0.91 | 0.57 | -0.06 | NA | NA | … | … | 1.91 | 0.05 | 1.98 | -0.28 | 0.58 | 1.66 | -0.53 | -0.37 | 1.43 | -0.10 | 0.13 | -1.09 | 0.66 | 1.49 | 0.00 | 0.18 | -0.98 | 0.00 |
| Standard Deviation(%) | NA | 17.13 | 21.67 | 23.39 | 74.18 | NA | NA | … | … | 19.70 | 26.15 | 18.82 | 19.74 | 29.47 | 25.69 | 172.94 | 22.39 | 142.90 | 22.45 | 40.30 | 35.98 | 20.99 | 28.62 | 113.34 | 88.23 | 7.46 | NA |
| Draw Down(%) | NA | 8.47 | 24.46 | 24.46 | 97.80 | NA | NA | … | … | 6.95 | 24.46 | 12.61 | 18.88 | 21.07 | 14.29 | 96.83 | 32.02 | 33.82 | 27.46 | 34.59 | 52.43 | 17.45 | 5.12 | 15.24 | 23.86 | 7.18 | 0.00 |
| Yield(%) | 0.00 | 11.22 | 11.26 | 9.41 | 7.61 | 5.26 | 4.46 | … | … | 5.30 | 9.65 | 9.31 | 7.36 | 7.88 | 5.69 | 1.27 | 1.53 | 2.29 | 6.42 | 0.00 | 0.00 | 5.38 | 3.66 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/15/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTYGX (Tortoise Energy Infrastructure Corp) |
-56.42%
Aug 2018 – Aug 2021 |
-39.69%
Mar 2015 – Mar 2020 |
-18.39%
Mar 2010 – Mar 2020 |
-3.32%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTYGX (Tortoise Energy Infrastructure Corp) |
62.47%
Jan 2016 – Jan 2019 |
38.98%
Mar 2020 – Mar 2025 |
12.10%
Oct 2009 – Oct 2019 |
-1.76%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart