Performance analysis of NDP (Tortoise Energy Independence Fund)
Annual Return
Over the past 3 years, NDP has had an average annual return of +37.38%, outperforming the benchmark SPY, which returned +25.35% annual.
Over the past 5 years, NDP has had an average annual return of +29.63%, outperforming the benchmark SPY, which returned +11.67% annual.
Over the past 10 years, NDP has had an average annual return of -7.62%, underperforming the benchmark SPY, which returned +14.78% annual.
Since Jul 27, 2012, NDP has had an average annual return of -9.43%, underperforming the benchmark SPY, which returned +14.47% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +51.98% | +7.07% | +40.83% | +71.74% | -61.60% | -34.78% | -47.98% | -18.25% | +48.73% | -39.31% | -23.84% | +17.59% |
| 2012 | |||||||||||
| -13.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +0.73% | +8.93% | +9.47% | -0.48% | +3.13% | +6.49% | -2.22% | +9.84% | -1.51% | +4.94% | +13.16% | -7.85% | +51.98% |
| 2023 | +6.01% | -2.57% | -4.47% | +4.12% | -5.53% | +6.14% | +8.32% | +2.09% | +1.66% | -2.21% | -4.52% | -0.98% | +7.07% |
| 2022 | +23.28% | +2.92% | +7.60% | -2.12% | +13.49% | -16.43% | +11.13% | +9.24% | -12.53% | +21.43% | -4.12% | -10.11% | +40.83% |
| 2021 | +8.48% | +12.53% | +6.73% | +4.34% | +10.10% | +1.80% | -3.62% | +1.56% | +11.01% | +10% | -5.25% | -0.47% | +71.74% |
| 2020 | -16.80% | -24.41% | -57.68% | +39.03% | -6.15% | -2.98% | -1.84% | +2.66% | -15.37% | -0.36% | +27.44% | +5.24% | -61.60% |
| 2019 | +41.73% | -15.43% | +3.23% | +7.65% | -17.05% | -2.96% | -11.69% | -36.88% | +3.50% | -7.25% | -4.88% | +19.52% | -34.78% |
| 2018 | +2.03% | -12.53% | -4.66% | +9.77% | +1.41% | +1.20% | +4.04% | -2.95% | -3.30% | -15.73% | -12.47% | -24.66% | -47.98% |
| 2017 | +0.49% | -1.18% | +1.04% | -4.84% | -7.78% | -7.75% | +10.20% | -13.10% | +5.27% | -5.30% | -1.63% | +7.18% | -18.25% |
Drawdown analysis of NDP (Tortoise Energy Independence Fund)
The maximum drawdown for the NDP was -96.67%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current NDP drawdown is -74.67%.
Since Jul 27, 2012 NDP has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.67% | Jul 3, 2014 | 1436 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -17.48% | Aug 17, 2012 | 81 | Dec 14, 2012 | 335 | Apr 16, 2014 | 416 |
| -2.53% | Aug 1, 2012 | 1 | Aug 2, 2012 | 9 | Aug 15, 2012 | 10 |
| -1.91% | Jun 23, 2014 | 2 | Jun 25, 2014 | 4 | Jul 1, 2014 | 6 |
| -1.71% | May 14, 2014 | 4 | May 20, 2014 | 5 | May 28, 2014 | 9 |
| -1.37% | May 7, 2014 | 2 | May 9, 2014 | 2 | May 13, 2014 | 4 |
| -1.22% | Apr 24, 2014 | 1 | Apr 25, 2014 | 8 | May 7, 2014 | 9 |
| -0.47% | Jun 16, 2014 | 1 | Jun 17, 2014 | 2 | Jun 19, 2014 | 3 |
| -0.25% | Jul 1, 2014 | 1 | Jul 2, 2014 | 1 | Jul 3, 2014 | 2 |
| -0.12% | Aug 15, 2012 | 1 | Aug 16, 2012 | 1 | Aug 17, 2012 | 2 |
| -0.07% | Jun 5, 2014 | 1 | Jun 6, 2014 | 1 | Jun 9, 2014 | 2 |
| -0.04% | Jun 9, 2014 | 1 | Jun 10, 2014 | 1 | Jun 11, 2014 | 2 |