Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TORCX (TORTOISE MLP & PIPELINE FUND C CLASS SHARES) | 20.76% | 23.61% | 24.91% | 18.78% | 9.86% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TORCX (TORTOISE MLP & PIPELINE FUND C CLASS SHARES) | 09/20/2012 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | 23.61 | 24.91 | 18.78 | 9.86 | NA | NA | … | … | 20.76 | 3.86 | 41.53 | 12.97 | 21.02 | 39.36 | -30.12 | 17.15 | -15.97 | -1.96 | 40.74 | -36.50 | 10.35 | 27.24 | -0.95 |
| Sharpe Ratio | NA | 1.37 | 1.37 | 0.85 | 0.33 | NA | NA | … | … | 3.27 | 0.05 | 2.74 | 0.60 | 0.72 | 1.81 | -0.53 | 1.02 | -0.89 | -0.18 | 1.37 | -1.34 | 0.60 | 2.31 | -0.31 |
| Standard Deviation(%) | NA | 14.55 | 16.54 | 19.73 | 25.44 | NA | NA | … | … | 16.69 | 19.90 | 13.84 | 15.66 | 27.30 | 21.77 | 56.83 | 15.32 | 19.59 | 14.87 | 29.59 | 27.28 | 17.26 | 11.77 | 11.53 |
| Draw Down(%) | NA | 7.41 | 16.66 | 19.83 | 63.85 | NA | NA | … | … | 7.41 | 16.66 | 10.17 | 10.25 | 19.83 | 13.46 | 61.54 | 13.77 | 24.91 | 14.05 | 19.82 | 43.79 | 20.76 | 8.88 | 8.65 |
| Yield(%) | 0.00 | 3.24 | 5.62 | 5.63 | 3.94 | 3.52 | 2.64 | … | … | 1.07 | 4.22 | 5.77 | 4.75 | 5.38 | 5.20 | 3.42 | 3.79 | 2.40 | 1.84 | 1.49 | 2.64 | 5.65 | 1.73 | 1.70 |
Data as of 06/08/2026, Common starting date is 09/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORCX (TORTOISE MLP & PIPELINE FUND C CLASS SHARES) |
-21.84%
Mar 2017 – Mar 2020 |
-15.08%
Mar 2015 – Mar 2020 |
1.99%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TORCX (TORTOISE MLP & PIPELINE FUND C CLASS SHARES) |
32.63%
Mar 2020 – Mar 2023 |
31.78%
Mar 2020 – Mar 2025 |
12.36%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart