(TBLU) Tortoise Global Water - Performance 9.7% in 12m
Compare TBLU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.32%
#9 in Group
Rel. Strength
60.89%
#3122 in Universe
Total Return 12m
9.74%
#2 in Group
Total Return 5y
85.94%
#17 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: TBLU (9.7%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Natural Resources
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 |
|---|---|---|---|---|---|---|---|---|
| IGE BATS iShares North American |
-8.29% | -4.21% | 132% | - | - | - | - | - |
| XME NYSE ARCA SPDR S&P Metals Mining |
0.64% | -4.38% | 209% | - | - | - | - | - |
| FIW NYSE ARCA First Trust Water |
0.5% | 2.86% | 104% | - | - | - | - | - |
| NANR NYSE ARCA SPDR S&P North American |
-5.39% | -3.81% | 111% | - | - | - | - | - |
| PHO NASDAQ Invesco Water Resources |
1.26% | 2.26% | 98.6% | - | - | - | - | - |
| URA NYSE ARCA Global X Uranium |
9.08% | -10.7% | 171% | - | - | - | - | - |
| FMAT NYSE ARCA Fidelity MSCI Materials |
-1.63% | -3% | 87.4% | - | - | - | - | - |
| VAW NYSE ARCA Vanguard Materials Shares |
-1.76% | -3% | 86.4% | - | - | - | - | - |
Performance Comparison: TBLU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for TBLU
| Total Return (including Dividends) | TBLU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 3.93% | -0.87% | -0.87% |
| 3 Months | 3.03% | -7.58% | -7.58% |
| 12 Months | 9.74% | 11.88% | 11.88% |
| 5 Years | 85.94% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | TBLU | SPY | S&P 500 |
| 1 Month | 69.4% | 23% | 23% |
| 3 Months | 4.60% | -88.5% | -88.5% |
| 12 Months | 21.3% | 55.1% | 55.1% |
| 5 Years | 62.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #6 | 4.83% | 4.83% |
| 3 Month | #7 | 11.5% | 11.5% |
| 12 Month | #3 | -1.91% | -1.91% |
| 5 Years | #18 | -11.6% | -11.6% |
FAQs
Does TBLU Tortoise Global Water outperforms the market?
No,
over the last 12 months TBLU made 9.74%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months TBLU made 3.03%, while SPY made -7.58%.
Over the last 3 months TBLU made 3.03%, while SPY made -7.58%.
Performance Comparison TBLU vs Indeces and Sectors
TBLU vs. Indices TBLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.06% | 4.80% | 4.15% | -2.14% |
| US NASDAQ 100 | QQQ | -1.09% | 2.53% | 3.72% | -2.93% |
| US Dow Jones Industrial 30 | DIA | 0.88% | 7.11% | 4.24% | 0.54% |
| German DAX 40 | DAX | 1.17% | 2.61% | -15.4% | -14.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.90% | 6.75% | 7.14% | 3.78% |
| Hongkong Hang Seng | HSI | 0.93% | 3.87% | 2.23% | -4.15% |
| India NIFTY 50 | INDA | 2.78% | -0.13% | 3.86% | 6.67% |
| Brasil Bovespa | EWZ | 0.74% | -0.67% | 0.45% | 15.6% |
TBLU vs. Sectors TBLU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.31% | 4.98% | -1.98% | -14.2% |
| Consumer Discretionary | XLY | -0.14% | 4.03% | 1.64% | -3.58% |
| Consumer Staples | XLP | 3.44% | 3.73% | -1.16% | -1.46% |
| Energy | XLE | 4.42% | 17.8% | 9.94% | 20.8% |
| Financial | XLF | 1.33% | 6.04% | -3.45% | -13.0% |
| Health Care | XLV | 0.02% | 7.72% | 5.84% | 8.02% |
| Industrial | XLI | -0.48% | 3.82% | 3.44% | 0.15% |
| Materials | XLB | 0.55% | 6.36% | 11.6% | 13.3% |
| Real Estate | XLRE | 1.46% | 5.24% | 5.04% | -8.35% |
| Technology | XLK | -2.51% | 2.24% | 7.49% | 2.01% |
| Utilities | XLU | 2.78% | 3.87% | 2.03% | -12.1% |
| Aerospace & Defense | XAR | -1.01% | -2.46% | -9.38% | -16.8% |
| Biotech | XBI | -1.36% | 1.65% | 16.8% | 11.6% |
| Homebuilder | XHB | 0.63% | 6.20% | 19.0% | 16.8% |
| Retail | XRT | 1.51% | 4.49% | 9.72% | 12.5% |