Tortoise Capital Series Etf Performance
| TPZ Etf | USD 21.85 0.15 0.69% |
The entity has a beta of 0.27, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Tortoise Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tortoise Capital is expected to be smaller as well.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Tortoise Capital Series are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. In spite of fairly fragile basic indicators, Tortoise Capital showed solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Tortoise Power and Energy Infrastructure Fund, Inc. Provides Section 19 Notice - AccessWire | 10/31/2024 |
2 | Insider Trading | 12/23/2024 |
3 | Acquisition by Saba Capital Management, L.p. of 347278 shares of Tortoise Capital at 13.78 subject to Rule 16b-3 | 12/24/2024 |
4 | Disposition of 1000000 shares by Saba Capital Management, L.p. of Tortoise Capital at 20.09 subject to Rule 16b-3 | 12/26/2024 |
| Expense Ratio | 1.5100 |
Tortoise |
Tortoise Capital Relative Risk vs. Return Landscape
If you would invest 1,858 in Tortoise Capital Series on October 22, 2024 and sell it today you would earn a total of 327.00 from holding Tortoise Capital Series or generate 17.6% return on investment over 90 days. Tortoise Capital Series is generating 0.2673% of daily returns assuming volatility of 1.0595% on return distribution over 90 days investment horizon. In other words, 9% of etfs are less volatile than Tortoise, and above 95% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
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 = 0.2523
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Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average Tortoise Capital is performing at about 19% 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.
Tortoise Capital Fundamentals Growth
Tortoise Etf prices reflect investors' perceptions of the future prospects and financial health of Tortoise Capital, and Tortoise Capital 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 Etf performance.
| Shares Outstanding | 6.53 M | ||||
| Price To Earning | 10.14 X | ||||
| Earnings Per Share | 1.31 X | ||||
About Tortoise Capital Performance
Evaluating Tortoise Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. 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 Power and Energy Infrastructure Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors, LLC. The fund invests in the fixed income and public equity markets of the United States. It invests in securities of companies operating in the power and energy infrastructure sectors. The fund employs a fundamental analysis with a bottom up stock picking approach with focus on factors like comparison of quantitative, qualitative, and relative value factors to create its portfolio. It was formerly known as Tortoise Power and Energy Income Company. Tortoise Power and Energy Infrastructure Fund, Inc. was formed on July 5, 2007 and is domiciled in the United States.| Latest headline from MacroaxisInsider: Disposition of 1000000 shares by Saba Capital Management, L.p. of Tortoise Capital at 20.09 subject to Rule 16b-3 |
Other Information on Investing in Tortoise Etf
Tortoise Capital financial ratios help investors to determine whether Tortoise Etf 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 Capital security.