Tortoise Capital Series Etf Performance
| TPZ Etf | USD 19.48 0.06 0.31% |
The entity has a beta of 0.83, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tortoise Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tortoise Capital is expected to be smaller as well.
Risk-Adjusted Performance
Very 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. In spite of fairly strong basic indicators, Tortoise Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Tortoise Power and Energy Infrastructure Fund, Inc. Declares Monthly Dividend of 0.07 | 02/27/2025 |
2 | Acquisition by Alexandra Herger of 250 shares of Tortoise Capital at 26.37 subject to Rule 16b-3 | 03/07/2025 |
3 | Insider Trading | 03/21/2025 |
4 | Acquisition by Jennifer Paquette of 110 shares of Tortoise Capital at 18.37 subject to Rule 16b-3 | 04/29/2025 |
5 | Bulldog Investors, LLP Acquires Additional Shares in Mfs Investment Grade Municipal Trust | 05/01/2025 |
Tortoise | Build AI portfolio with Tortoise Etf |
Tortoise Capital Relative Risk vs. Return Landscape
If you would invest 2,090 in Tortoise Capital Series on February 2, 2025 and sell it today you would lose (142.00) from holding Tortoise Capital Series or give up 6.79% of portfolio value over 90 days. Tortoise Capital Series is generating negative expected returns assuming volatility of 1.7566% on return distribution over 90 days investment horizon. In other words, 15% of etfs are less volatile than Tortoise, and above 99% of all equities are expected to generate higher returns over the next 90 days. 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 = -0.0548
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| Negative Returns | TPZ |
Estimated Market Risk
| 1.76 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 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.
| Shares Outstanding | 6.53 M | ||||
| Price To Earning | 10.14 X | ||||
| Earnings Per Share | 1.31 X | ||||
About Tortoise Capital Performance
Evaluating Tortoise Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tortoise Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Tortoise Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Tortoise Power and Energy Infrastructure Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors, LLC. The fund invests in the fixed income and public equity markets of the United States. It invests in securities of companies operating in the power and energy infrastructure sectors. The fund employs a fundamental analysis with a bottom up stock picking approach with focus on factors like comparison of quantitative, qualitative, and relative value factors to create its portfolio. It was formerly known as Tortoise Power and Energy Income Company. Tortoise Power and Energy Infrastructure Fund, Inc. was formed on July 5, 2007 and is domiciled in the United States.| Tortoise Capital generated a negative expected return over the last 90 days | |
| Latest headline from gurufocus.com: Bulldog Investors, LLP Acquires Additional Shares in Mfs Investment Grade Municipal Trust |
Other Information on Investing in Tortoise Etf
Tortoise Capital financial ratios help investors to determine whether Tortoise Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tortoise with respect to the benefits of owning Tortoise Capital security.