Tortoise Energy Infrastructure Fund Manager Performance Evaluation
| XTYGX Fund | USD 49.48 0.44 0.88% |
The entity has a beta of -0.0373, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Tortoise Energy are expected to decrease at a much lower rate. During the bear market, Tortoise Energy is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Tortoise Energy Infrastructure are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Tortoise Energy may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...moreTortoise |
Tortoise Energy Relative Risk vs. Return Landscape
If you would invest 4,621 in Tortoise Energy Infrastructure on November 24, 2025 and sell it today you would earn a total of 327.00 from holding Tortoise Energy Infrastructure or generate 7.08% return on investment over 90 days. Tortoise Energy Infrastructure is currently producing 0.1187% returns and takes up 1.152% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Tortoise, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Tortoise Energy Target Price Odds to finish over Current Price
The tendency of Tortoise Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 49.48 | 90 days | 49.48 | near 1 |
Based on a normal probability distribution, the odds of Tortoise Energy to move above the current price in 90 days from now is near 1 (This Tortoise Energy Infrastructure probability density function shows the probability of Tortoise Mutual Fund to fall within a particular range of prices over 90 days) .
Tortoise Energy Price Density |
| Price |
Predictive Modules for Tortoise Energy
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Tortoise Energy Infr. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Tortoise Energy Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Tortoise Energy is not an exception. The market had few large corrections towards the Tortoise Energy's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Tortoise Energy Infrastructure, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Tortoise Energy within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | -0.04 | |
σ | Overall volatility | 1.56 | |
Ir | Information ratio | 0.03 |
Tortoise Energy Fundamentals Growth
Tortoise Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Tortoise Energy, and Tortoise Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tortoise Mutual Fund performance.
About Tortoise Energy Performance
Evaluating Tortoise Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tortoise Energy has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Tortoise Energy has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Tortoise Energy is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Tortoise Energy Infr performance evaluation
Checking the ongoing alerts about Tortoise Energy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Tortoise Energy Infr help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Tortoise Energy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Tortoise Energy's mutual fund performance include:- Analyzing Tortoise Energy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Tortoise Energy's stock is overvalued or undervalued compared to its peers.
- Examining Tortoise Energy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Tortoise Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Tortoise Energy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Tortoise Energy's mutual fund. These opinions can provide insight into Tortoise Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Tortoise Mutual Fund
Tortoise Energy financial ratios help investors to determine whether Tortoise Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tortoise with respect to the benefits of owning Tortoise Energy security.
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