Tortoise Capital Series Etf Performance
| TCAI Etf | 30.35 0.01 0.03% |
The entity has a beta of 1.45, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Tortoise Capital will likely underperform.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Tortoise Capital Series are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, Tortoise Capital is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders. ...more
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Tortoise Capital Relative Risk vs. Return Landscape
If you would invest 2,931 in Tortoise Capital Series on September 27, 2025 and sell it today you would earn a total of 104.00 from holding Tortoise Capital Series or generate 3.55% return on investment over 90 days. Tortoise Capital Series is currently generating 0.0794% in daily expected returns and assumes 2.2008% risk (volatility on return distribution) over the 90 days horizon. In different words, 19% of etfs are less volatile than Tortoise, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Tortoise Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tortoise Capital's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Tortoise Capital Series, and traders can use it to determine the average amount a Tortoise Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0361
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Based on monthly moving average Tortoise Capital is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Tortoise Capital by adding it to a well-diversified portfolio.
About Tortoise Capital Performance
By evaluating Tortoise Capital's fundamental ratios, stakeholders can gain valuable insights into Tortoise Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Tortoise Capital 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 Capital 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 Capital is entity of United States. It is traded as Etf on NYSE exchange.