(TPZ) Tortoise Capital - Performance 2% in 12m
TPZ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-8.19%
#3 in Peer-Group
Rel. Strength
61.48%
#2925 in Stock-Universe
Total Return 12m
2.01%
#2 in Peer-Group
Total Return 5y
2.01%
#2 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 21.80 USD |
| 52 Week Low | 17.93 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 41.57 |
| Buy/Sell Signal +-5 | -1.11 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: TPZ (2%) vs XLE (0.8%)
5y Drawdown (Underwater) Chart
Top Performer in Large
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| TPZ | -0.84% | 0.34% | -2.9% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| TPZ | 2.01% | 2.01% | 2.01% |
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 |
|---|---|---|---|---|---|---|---|---|
| TPZ NYSE Tortoise Capital Series |
0.34% | 2.01% | 2.01% | - | - | - | - | - |
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 | 0.34% | 4.40% | 0.44% |
| 3 Months | -2.90% | -4.38% | 5.66% |
| 12 Months | 2.01% | 0.78% | 10.61% |
| 5 Years | 2.01% | 172.27% | 105.96% |
| Trend Score (consistency of price movement) | TPZ | XLE | S&P 500 |
|---|---|---|---|
| 1 Month | 64% | 73% | 83% |
| 3 Months | 11.7% | 0% | 77.5% |
| 12 Months | -46.8% | -29.6% | 43.1% |
| 5 Years | -46.8% | 92.9% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLE | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #3 | -3.88% | -0.09% |
| 3 Month | #3 | 1.54% | -8.10% |
| 12 Month | #2 | -3.54% | 1.24% |
| 5 Years | #2 | -3.54% | 1.24% |
FAQs
Does Tortoise Capital (TPZ) outperform the market?
Yes,
over the last 12 months TPZ made 2.01%, while its related Sector, the Energy Sector SPDR Fund (XLE) made 0.78%.
Over the last 3 months TPZ made -2.90%, while XLE made -4.38%.
Performance Comparison TPZ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
TPZ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.2% | -0.1% | -0.6% | -9% |
| US NASDAQ 100 | QQQ | 0% | -1% | -1.2% | -9% |
| German DAX 40 | DAX | 1% | 2.9% | -14.2% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | 0.7% | 1.8% | -11% |
| Hongkong Hang Seng | HSI | 0.6% | -3.5% | -17.3% | -25% |
| India NIFTY 50 | INDA | 1% | 2.2% | 2% | 3% |
| Brasil Bovespa | EWZ | -2.5% | -1.2% | -23.3% | -8% |
TPZ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.7% | -1.2% | -4.8% | -22% |
| Consumer Discretionary | XLY | 0.7% | 3.4% | 9.4% | -15% |
| Consumer Staples | XLP | 1% | 2.6% | -0.3% | -4% |
| Energy | XLE | -2.6% | -4.1% | -5.4% | 1% |
| Financial | XLF | 0.7% | 3.1% | -3.9% | -21% |
| Health Care | XLV | 1.8% | 1.2% | 3.4% | 10% |
| Industrial | XLI | 0.3% | 1.8% | -6.4% | -15% |
| Materials | XLB | 0.7% | 0.6% | -2% | 3% |
| Real Estate | XLRE | 0.1% | 1% | -4.2% | -11% |
| Technology | XLK | -0.4% | -2.7% | -2.3% | -4% |
| Utilities | XLU | 0.8% | 2.7% | -6.7% | -17% |
| Aerospace & Defense | XAR | 0.1% | -3.9% | -19% | -39% |
| Biotech | XBI | 1.2% | -3.4% | 10% | 10% |
| Homebuilder | XHB | 2.8% | 6.9% | 12.5% | 11% |
| Retail | XRT | 0.3% | 0.3% | 6% | -0% |
TPZ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -10.5% | -19.7% | -11.3% | -2% |
| Natural Gas | UNG | -13.4% | -15.2% | -15.4% | 7% |
| Gold | GLD | -0.2% | -3.8% | -27.5% | -40% |
| Silver | SLV | -1.5% | -12.8% | -23.4% | -17% |
| Copper | CPER | -1.1% | -4% | -16.9% | -6% |
TPZ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.2% | -0.7% | 1.6% | 6% |
| iShares High Yield Corp. Bond | HYG | -0.8% | -0.4% | -2.3% | -7% |