(TPZ) Tortoise Capital - Performance -1.2% in 12m
Compare TPZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-18.00%
#6 in Group
Rel. Strength
72.03%
#2226 in Universe
Total Return 12m
-1.17%
#7 in Group
Total Return 5y
-1.17%
#7 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: TPZ (-1.2%) vs XLE (-8.5%)
5y Drawdown (Underwater) Chart
Top Performers in Energy Limited Partnership
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| NML NYSE MKT Neuberger Berman MLP |
-8.27% | 23.8% | 324% | - | - | - | - | - |
| EMO NYSE ClearBridge Energy MLP |
-8.83% | 22.9% | 476% | - | - | - | - | - |
| SRV NYSE Cushing MLP Total Return |
-10.8% | 15.7% | 302% | - | - | - | - | - |
| PDX NYSE PIMCO Energy & Tactical |
-8.75% | 15.1% | 321% | - | - | - | - | - |
| CEM NYSE Clearbridge Energy MLP |
10.4% | 74.8% | 86.8% | - | - | - | - | - |
| TPZ NYSE Tortoise Capital Series |
-6.87% | -1.17% | -1.17% | - | - | - | - | - |
Performance Comparison: TPZ vs XLE vs S&P 500
XLE (Energy Sector SPDR Fund ETF) is the Sector Benchmark for TPZ
| Total Return (including Dividends) | TPZ | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | -6.87% | -12.91% | 0.40% |
| 3 Months | -6.79% | -6.32% | -4.90% |
| 12 Months | -1.17% | -8.52% | 13.65% |
| 5 Years | -1.17% | 171.61% | 114.96% |
| Trend Score (consistency of price movement) | TPZ | XLE | S&P 500 |
| 1 Month | 63.1% | 47.3% | 74.8% |
| 3 Months | -72.9% | -50.2% | -84.7% |
| 12 Months | -51.7% | -9.8% | 53.5% |
| 5 Years | -51.7% | 94.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
| 1 Month | #3 | 6.94% | -7.23% |
| 3 Month | #4 | -0.50% | -1.98% |
| 12 Month | #7 | 0.39% | 3.39% |
| 5 Years | #6 | 0.39% | 3.39% |
FAQs
Does TPZ Tortoise Capital outperforms the market?
Yes,
over the last 12 months TPZ made -1.17%, while its related Sector, the Energy Sector SPDR Fund (XLE) made -8.52%.
Over the last 3 months TPZ made -6.79%, while XLE made -6.32%.
Over the last 3 months TPZ made -6.79%, while XLE made -6.32%.
Performance Comparison TPZ vs Indeces and Sectors
TPZ vs. Indices TPZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -3.54% | -7.27% | -1.27% | -14.8% |
| US NASDAQ 100 | QQQ | -4.05% | -9.53% | -2.06% | -16.4% |
| US Dow Jones Industrial 30 | DIA | -3.61% | -4.79% | -0.74% | -11.0% |
| German DAX 40 | DAX | -4.32% | -9.90% | -21.5% | -29.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.38% | -6.64% | 2.70% | -6.52% |
| Hongkong Hang Seng | HSI | -4.22% | -6.93% | -1.65% | -11.7% |
| India NIFTY 50 | INDA | -2.62% | -11.4% | -1.17% | -3.66% |
| Brasil Bovespa | EWZ | -1.28% | -10.6% | -3.24% | 6.60% |
TPZ vs. Sectors TPZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.85% | -7.46% | -7.55% | -25.3% |
| Consumer Discretionary | XLY | -2.55% | -5.95% | -2.66% | -16.2% |
| Consumer Staples | XLP | -1.50% | -6.88% | -3.96% | -11.8% |
| Energy | XLE | -0.11% | 6.04% | 5.82% | 7.35% |
| Financial | XLF | -4.23% | -6.07% | -9.54% | -26.1% |
| Health Care | XLV | -0.96% | -2.87% | 3.65% | -1.37% |
| Industrial | XLI | -4.93% | -8.02% | -2.52% | -13.2% |
| Materials | XLB | -3.41% | -4.48% | 7.13% | 1.15% |
| Real Estate | XLRE | -4.06% | -6.51% | 0.15% | -19.3% |
| Technology | XLK | -4.51% | -10.3% | 1.69% | -11.9% |
| Utilities | XLU | -2.58% | -7.29% | -6.07% | -22.3% |
| Aerospace & Defense | XAR | -5.0% | -14.6% | -15.8% | -30.1% |
| Biotech | XBI | -4.66% | -10.5% | 14.7% | 4.17% |
| Homebuilder | XHB | -4.49% | -5.27% | 14.5% | 4.21% |
| Retail | XRT | -3.68% | -5.68% | 5.25% | -0.12% |