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Tortoise Energy Infrastructure Total Return Fund (TORTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.81+0.15 (+0.96%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.40%
5-Year Average Return9.07%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (May 13, 2024)41.76%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return41.76%
Worst 3-Yr Total Return-11.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTORTXCategory
YTD11.14%38.02%
1-Month-0.32%4.39%
3-Month11.06%17.34%
1-Year23.91%54.67%
3-Year19.81%0.06%
5-Year8.56%0.07%
10-Year3.19%1.70%
Last Bull Market18.23%11.80%
Last Bear Market-9.93%-7.14%

Annual Total Return (%) History

Year
TORTXCategory
2024
N/AN/A
2023
13.91%N/A
2022
21.90%N/A
2021
40.40%N/A
2020
-29.73%-23.34%
2019
18.05%13.05%
2018
-15.46%-16.32%
2017
-1.24%-5.78%
2016
41.76%27.30%
2015
-36.02%-34.98%
2014
11.42%7.46%
2013
28.22%22.57%
2012
9.38%4.29%
2011
N/A8.47%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.50%N/AN/AN/A
20230.29%4.24%3.22%5.56%
202222.13%-9.93%1.38%9.31%
202118.93%17.16%0.00%0.76%
2020-49.39%29.40%-11.34%21.03%
201921.13%-0.45%-3.01%0.93%
2018-10.83%13.21%0.60%-16.76%
20172.44%-5.02%0.60%0.90%
20166.59%19.69%9.74%1.26%
2015-1.10%-3.14%-24.79%-11.19%
20145.71%16.86%-1.62%-8.32%
201315.36%-1.19%5.11%7.03%
20122.69%-0.59%8.94%-1.64%
2011-5.65%19.59%N/AN/A

Rank In Category (By Total Return)

YTD58
1-Month32
3-Month28
1-Year73
3-Year57
5-Year66

Load Adjusted Returns

1-Year17.09%
3-Year17.58%
5-Year7.34%
10-Year2.61%