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MARKETS LIVE BLOG
STOCKS CLIMB AS HUGE WEEK ON WALL STREET KICKS OFF
Consumer expectations in the U.S. for stocks hit 3-year high in May
Tortoise Energy Infrastructure Total Return Fund (TORIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.85
-0.05
(-0.31%)
At close: 08:06AM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk Overview
Morningstar Risk Rating
★★★
Number of Years Up
8
Number of Years Down
4
Best 1 Yr Total Return (Jun 6, 2024)
42.12%
Worst 1 Yr Total Return (Jun 6, 2024)
N/A
Risk Statistics
3 Years
TORIX
Category Average
5 Years
TORIX
Category Average
10 Years
TORIX
Category Average
Alpha
13.66
-0.17
-0.5
-0.19
-3.96
-0.08
BETA
0.73
0.02
1.24
0.02
1.21
0.01
Mean Annual Return
1.6
0.01
1.22
0
0.57
0
R-squared
41.48
0.67
52.1
0.62
50.12
0.47
Standard Deviation
18.91
0.39
30.2
0.32
25.37
0.26
Sharpe Ratio
0.84
0
0.41
0
0.21
0
Treynor Ratio
21.3
-0
6.25
-0
1.53
0.01
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