Performance analysis of TBLU (TORTOISE GLOBAL WATER ETF)
Annual Return
Over the past 3 years, TBLU has had an average annual return of +8.24%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, TBLU has had an average annual return of +3.90%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Feb 15, 2017, TBLU has had an average annual return of +9.56%, underperforming the benchmark SPY, which returned +14.79% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.34% | +11.84% | +8.54% | +20.94% | -26.00% | +28.94% | +15.77% | +38.73% | -12.80% | +20.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.17% | +3.83% | -9.97% | +4.41% | -5.29% | +4.50% | -2.17% | +0.34% | |||||
| 2025 | +1.72% | -1.26% | +0.41% | +3.93% | +5.16% | +3.09% | +0.59% | +1.61% | -1.47% | -0.71% | +0.56% | -2.11% | +11.84% |
| 2024 | -3.08% | +5.72% | +4.05% | -2.78% | +4.24% | -3.71% | +7.55% | -0.69% | +3.60% | -3.41% | +3.93% | -6.09% | +8.54% |
| 2023 | +9.28% | -2.51% | +1.02% | +0.58% | -2.82% | +7.45% | +2.81% | -3.44% | -7.00% | -2.87% | +11.25% | +7.25% | +20.94% |
| 2022 | -10.85% | -5.70% | -1.06% | -7.66% | -1.28% | -6.34% | +10.38% | -6.69% | -10.35% | +8.73% | +6.41% | -2.45% | -26.00% |
| 2021 | +0.47% | -0.09% | +3.98% | +5.38% | +3% | -0.98% | +6.78% | +2.66% | -6.58% | +5.29% | +0.11% | +6.49% | +28.94% |
| 2020 | +1.52% | -8.24% | -15.74% | +7.72% | +4.22% | +2.04% | +5.93% | +4.04% | +1.90% | -0.32% | +10.40% | +4.18% | +15.77% |
| 2019 | +8.62% | +3.86% | +0.20% | +2.62% | -3.17% | +7.73% | +0.46% | -1.71% | +2.99% | +5.97% | +0.19% | +6.19% | +38.73% |
| 2018 | +0.33% | -1.33% | -1.68% | -0.38% | +0.45% | -4.93% | +6.07% | -0.65% | -1.37% | -7.35% | +3.65% | -5.64% | -12.80% |
| 2017 | +1.09% | +0.28% | +1.18% | -1.50% | +3.09% | +1.50% | -0.81% | +6.68% | +2.14% | +5.09% | +0.12% | +20.20% |
Drawdown analysis of TBLU (TORTOISE GLOBAL WATER ETF)
The maximum drawdown for the TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current TBLU drawdown is -9.55%.
Since Feb 15, 2017 TBLU has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.58% | Feb 20, 2020 | 22 | Mar 23, 2020 | 141 | Oct 12, 2020 | 163 |
| -35.36% | Dec 31, 2021 | 198 | Oct 14, 2022 | 449 | Jul 31, 2024 | 647 |
| -17.25% | Jan 26, 2018 | 229 | Dec 24, 2018 | 117 | Jun 13, 2019 | 346 |
| -15.41% | Dec 9, 2024 | 81 | Apr 8, 2025 | 26 | May 15, 2025 | 107 |
| -13.17% | Feb 26, 2026 | 16 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -8.73% | Sep 2, 2021 | 27 | Oct 12, 2021 | 20 | Nov 9, 2021 | 47 |
| -8.29% | Aug 22, 2025 | 63 | Nov 20, 2025 | 38 | Jan 16, 2026 | 101 |
| -6.00% | May 4, 2017 | 10 | May 18, 2017 | 43 | Jul 20, 2017 | 53 |
| -5.89% | Jan 13, 2021 | 34 | Mar 4, 2021 | 16 | Mar 26, 2021 | 50 |
| -5.63% | Oct 12, 2020 | 14 | Oct 30, 2020 | 5 | Nov 6, 2020 | 19 |
| -5.54% | Jul 31, 2024 | 8 | Aug 12, 2024 | 27 | Sep 19, 2024 | 35 |
| -5.24% | Jul 29, 2019 | 5 | Aug 5, 2019 | 31 | Sep 18, 2019 | 36 |
| -5.01% | Nov 19, 2021 | 7 | Dec 1, 2021 | 17 | Dec 27, 2021 | 24 |
| -4.60% | Oct 7, 2024 | 14 | Oct 25, 2024 | 8 | Nov 6, 2024 | 22 |
| -4.28% | Mar 1, 2017 | 7 | Mar 10, 2017 | 32 | Apr 26, 2017 | 39 |
| -4.04% | Nov 7, 2024 | 8 | Nov 19, 2024 | 9 | Dec 3, 2024 | 17 |
| -4.02% | Jul 25, 2017 | 21 | Aug 23, 2017 | 16 | Sep 15, 2017 | 37 |
| -3.84% | May 10, 2021 | 2 | May 12, 2021 | 11 | May 27, 2021 | 13 |
| -3.66% | Jun 15, 2021 | 3 | Jun 18, 2021 | 12 | Jul 7, 2021 | 15 |
| -3.18% | Apr 26, 2017 | 5 | May 3, 2017 | 1 | May 4, 2017 | 6 |
| -3.08% | Dec 18, 2017 | 1 | Dec 19, 2017 | 20 | Jan 19, 2018 | 21 |
| -2.96% | Jul 3, 2019 | 3 | Jul 9, 2019 | 9 | Jul 22, 2019 | 12 |
| -2.63% | Nov 30, 2017 | 5 | Dec 7, 2017 | 7 | Dec 18, 2017 | 12 |
| -2.61% | Sep 19, 2019 | 10 | Oct 3, 2019 | 6 | Oct 11, 2019 | 16 |
| -2.41% | Nov 16, 2020 | 3 | Nov 19, 2020 | 7 | Dec 1, 2020 | 10 |