UK markets closed

Tortoise MLP & Pipeline Investor (TORTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
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 (13 May 2024)41.76%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return41.76%
Worst 3-yr total return-11.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%