Tortoise Capital Series Etf Performance
| TPYP Etf | USD 34.98 0.14 0.40% |
The entity has a beta of -0.0584, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Tortoise Capital are expected to decrease at a much lower rate. During the bear market, Tortoise Capital is likely to outperform the market.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days Tortoise Capital Series has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable basic indicators, Tortoise Capital is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | Investment Analysis - news.stocktradersdaily.com | 06/17/2025 |
2 | Technical Pivots with Risk Controls - news.stocktradersdaily.com | 07/08/2025 |
| In Threey Sharp Ratio | 0.87 |
Tortoise | Build AI portfolio with Tortoise Etf |
Tortoise Capital Relative Risk vs. Return Landscape
If you would invest 3,524 in Tortoise Capital Series on April 26, 2025 and sell it today you would lose (26.00) from holding Tortoise Capital Series or give up 0.74% of portfolio value over 90 days. Tortoise Capital Series is currently does not generate positive expected returns and assumes 0.8162% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Tortoise, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Tortoise Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tortoise Capital's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Tortoise Capital Series, and traders can use it to determine the average amount a Tortoise Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0108
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TPYP |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Tortoise Capital is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Tortoise Capital by adding Tortoise Capital to a well-diversified portfolio.
Tortoise Capital Fundamentals Growth
Tortoise Etf prices reflect investors' perceptions of the future prospects and financial health of Tortoise Capital, and Tortoise Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tortoise Etf performance.
| Price To Earning | 27.73 X | |||
| Price To Book | 1.86 X | |||
| Price To Sales | 1.49 X | |||
| Total Asset | 508.44 M | |||
About Tortoise Capital Performance
Assessing Tortoise Capital's fundamental ratios provides investors with valuable insights into Tortoise Capital's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Tortoise Capital is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will normally invest at least 80 percent of its total assets in securities that comprise the underlying index . Tortoise North is traded on NYSEARCA Exchange in the United States.| Tortoise Capital generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Technical Pivots with Risk Controls - news.stocktradersdaily.com | |
| The fund maintains 99.79% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Tortoise Capital Series. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
The market value of Tortoise Capital Series is measured differently than its book value, which is the value of Tortoise that is recorded on the company's balance sheet. Investors also form their own opinion of Tortoise Capital's value that differs from its market value or its book value, called intrinsic value, which is Tortoise Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Tortoise Capital's market value can be influenced by many factors that don't directly affect Tortoise Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Tortoise Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Tortoise Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Tortoise Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.