Performance analysis of NTG (Tortoise Midstream Energy Fund)
Annual Return
Over the past 3 years, NTG has had an average annual return of +46.87%, outperforming the benchmark SPY, which returned +25.35% annual.
Over the past 5 years, NTG has had an average annual return of +27.45%, outperforming the benchmark SPY, which returned +11.67% annual.
Over the past 10 years, NTG has had an average annual return of -9.69%, underperforming the benchmark SPY, which returned +14.78% annual.
Since Jul 29, 2010, NTG has had an average annual return of -7.45%, underperforming the benchmark SPY, which returned +14.47% annual.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +66.58% | +9.75% | +23.38% | +56.85% | -80.51% | -9.31% | -29.52% | -7.13% | +10.96% | -37.08% | +2.73% | +12.26% |
| 2012 | 2011 | 2010 | |||||||||
| -4.26% | +7.02% | -2.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +0.05% | +5.28% | +6.94% | -0.09% | +7.36% | +6.47% | +1.42% | +5.10% | +5.74% | +6.02% | +17.91% | -8.10% | +66.58% |
| 2023 | +9.36% | -4.74% | -5.62% | +2.15% | -5.16% | +9.77% | +2.93% | +1.55% | -3.52% | -2.91% | +5.50% | +1.60% | +9.75% |
| 2022 | +11.49% | +4.75% | +9.07% | -3.78% | +6.17% | -15.33% | +13.73% | +2.58% | -12.20% | +16.21% | +2.52% | -8.24% | +23.38% |
| 2021 | +9.82% | +9.04% | +5.68% | +7.59% | +5.07% | +4.22% | -5.50% | +2.37% | +1.12% | +11.54% | -4.18% | +0.62% | +56.85% |
| 2020 | -6.39% | -23.79% | -89.10% | +149.19% | -1.19% | -17.45% | -1.33% | +0.13% | -13.59% | +0.93% | +35.19% | +5.82% | -80.51% |
| 2019 | +16.80% | -4.26% | +2.64% | +1.21% | -6.62% | +2.11% | -1.64% | -9.03% | +2.17% | -8.79% | -11.50% | +10.94% | -9.31% |
| 2018 | +12.31% | -10.85% | -8.95% | +12.59% | +2.57% | -7.23% | -7.80% | +3.64% | -1.17% | -10.58% | -4.29% | -10.71% | -29.52% |
| 2017 | +4.61% | +2.86% | +1.42% | -2.45% | -6.12% | +1.57% | +0.16% | -8.16% | +2.37% | -6.78% | -5.62% | +10.43% | -7.13% |
Drawdown analysis of NTG (Tortoise Midstream Energy Fund)
The maximum drawdown for the NTG was -97.73%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current NTG drawdown is -73.26%.
Since Jul 29, 2010 NTG 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: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -97.73% | Jul 1, 2014 | 1438 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -19.25% | Apr 29, 2011 | 69 | Aug 8, 2011 | 124 | Feb 3, 2012 | 193 |
| -15.20% | May 20, 2013 | 144 | Dec 12, 2013 | 135 | Jun 27, 2014 | 279 |
| -13.50% | Feb 16, 2012 | 188 | Nov 15, 2012 | 52 | Feb 1, 2013 | 240 |
| -5.50% | Sep 2, 2010 | 75 | Dec 20, 2010 | 34 | Feb 8, 2011 | 109 |
| -4.07% | Mar 4, 2013 | 7 | Mar 13, 2013 | 9 | Mar 26, 2013 | 16 |
| -3.80% | Apr 10, 2013 | 3 | Apr 15, 2013 | 6 | Apr 23, 2013 | 9 |
| -3.27% | Feb 14, 2013 | 4 | Feb 21, 2013 | 7 | Mar 4, 2013 | 11 |
| -3.19% | Apr 4, 2011 | 6 | Apr 12, 2011 | 12 | Apr 29, 2011 | 18 |
| -1.88% | Feb 15, 2011 | 5 | Feb 23, 2011 | 7 | Mar 4, 2011 | 12 |
| -1.55% | Feb 3, 2012 | 5 | Feb 10, 2012 | 4 | Feb 16, 2012 | 9 |
| -1.43% | Apr 2, 2013 | 2 | Apr 4, 2013 | 2 | Apr 8, 2013 | 4 |
| -1.36% | Mar 23, 2011 | 3 | Mar 28, 2011 | 1 | Mar 29, 2011 | 4 |
| -1.30% | Mar 4, 2011 | 4 | Mar 10, 2011 | 9 | Mar 23, 2011 | 13 |
| -0.88% | Feb 6, 2013 | 2 | Feb 8, 2013 | 3 | Feb 13, 2013 | 5 |
| -0.86% | Apr 23, 2013 | 4 | Apr 29, 2013 | 3 | May 2, 2013 | 7 |
| -0.44% | May 8, 2013 | 2 | May 10, 2013 | 4 | May 16, 2013 | 6 |
| -0.37% | Feb 1, 2013 | 1 | Feb 4, 2013 | 2 | Feb 6, 2013 | 3 |
| -0.32% | Apr 8, 2013 | 1 | Apr 9, 2013 | 1 | Apr 10, 2013 | 2 |
| -0.12% | Feb 10, 2011 | 1 | Feb 11, 2011 | 1 | Feb 14, 2011 | 2 |
| -0.11% | Mar 26, 2013 | 1 | Mar 27, 2013 | 1 | Mar 28, 2013 | 2 |
| -0.04% | Aug 12, 2010 | 1 | Aug 13, 2010 | 14 | Sep 2, 2010 | 15 |