Performance analysis of TPZ (TORTOISE ELECTRIFICATION INFRASTRUCTURE ETF)
Annual Return
Over the past 3 years, TPZ has had an average annual return of +24.04%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, TPZ has had an average annual return of +18.64%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, TPZ has had an average annual return of +8.48%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 29, 2009, TPZ has had an average annual return of +8.14%, underperforming the benchmark SPY, which returned +14.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.99% | +5.68% | +53.86% | +20.73% | +2.48% | +29.35% | -27.71% | +15.62% | -16.07% | -0.28% | +43.46% | -30.05% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +11.30% | +8.15% | +6.92% | +8.56% | +29.38% | +4% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.75% | +9.12% | -3.36% | +4.49% | -5.04% | +1.65% | +0.64% | +9.99% | |||||
| 2025 | +4.70% | -0.36% | -0.37% | -6.31% | +2.79% | +4.14% | +3.07% | -1.66% | +2.11% | -0.77% | +3.35% | -4.48% | +5.68% |
| 2024 | +1.59% | +3.79% | +7.79% | -2.96% | +3.56% | +2.90% | +5.08% | +11.97% | -0.74% | +3.61% | +12.14% | -3.51% | +53.86% |
| 2023 | +7.87% | -4.08% | -0.32% | +2.46% | -3.73% | +6.80% | +5.42% | +0.33% | -2.16% | +0.86% | +2.29% | +4.06% | +20.73% |
| 2022 | +5.37% | -0.73% | +1.89% | +0.65% | +0.18% | -10.84% | +9.51% | +1.28% | -7.82% | +7.15% | +3.42% | -5.60% | +2.48% |
| 2021 | +1.25% | +4.74% | +4.22% | +5.15% | +4.90% | +4.01% | -5.47% | +1.16% | +2.32% | +1.73% | -3.22% | +5.91% | +29.35% |
| 2020 | -1.82% | -10.34% | -51.44% | +40.18% | +2.60% | -7.19% | +1% | +2.43% | -7.27% | -2.86% | +22.01% | +11.41% | -27.71% |
| 2019 | +14.95% | -0.87% | +4.55% | +2.24% | -2.79% | +1.12% | -1.42% | +1.93% | -0.19% | -5.20% | -7.42% | +9.71% | +15.62% |
| 2018 | +0.05% | -6.57% | -5.19% | +4.56% | +3.03% | -0.38% | +3.12% | +1.37% | -1.27% | -7.33% | -1.45% | -6.39% | -16.07% |
| 2017 | +4.18% | -1.24% | -1.97% | +2.26% | -1.79% | -3.25% | +2.27% | -4.18% | +5.40% | -4.82% | -0.42% | +3.95% | -0.28% |
Drawdown analysis of TPZ (TORTOISE ELECTRIFICATION INFRASTRUCTURE ETF)
The maximum drawdown for the TPZ was -78.15%, occurring on Mar 18, 2020. Recovery took 951 trading sessions.
The current TPZ drawdown is -2.85%.
Since Jul 29, 2009 TPZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.15% | May 1, 2015 | 1228 | Mar 18, 2020 | 951 | Dec 27, 2023 | 2179 |
| -20.50% | Apr 25, 2011 | 73 | Aug 8, 2011 | 101 | Dec 30, 2011 | 174 |
| -17.78% | Jan 21, 2025 | 54 | Apr 8, 2025 | 162 | Nov 28, 2025 | 216 |
| -12.78% | Aug 29, 2014 | 75 | Dec 16, 2014 | 78 | Apr 10, 2015 | 153 |
| -11.41% | May 20, 2013 | 103 | Oct 15, 2013 | 130 | Apr 23, 2014 | 233 |
| -9.81% | Mar 9, 2012 | 49 | May 18, 2012 | 41 | Jul 18, 2012 | 90 |
| -9.58% | Apr 23, 2010 | 10 | May 7, 2010 | 58 | Jul 30, 2010 | 68 |
| -8.92% | Jul 19, 2012 | 82 | Nov 15, 2012 | 26 | Dec 24, 2012 | 108 |
| -8.06% | Aug 6, 2009 | 37 | Sep 29, 2009 | 51 | Dec 10, 2009 | 88 |
| -6.55% | Nov 22, 2024 | 18 | Dec 19, 2024 | 15 | Jan 14, 2025 | 33 |
| -6.29% | Nov 28, 2025 | 27 | Jan 8, 2026 | 22 | Feb 10, 2026 | 49 |
| -6.17% | Apr 30, 2026 | 21 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -6.02% | Apr 4, 2024 | 8 | Apr 16, 2024 | 21 | May 15, 2024 | 29 |
| -5.36% | Mar 2, 2026 | 14 | Mar 20, 2026 | 28 | Apr 30, 2026 | 42 |
| -5.05% | Nov 11, 2010 | 8 | Nov 23, 2010 | 11 | Dec 9, 2010 | 19 |
| -4.85% | Mar 2, 2011 | 9 | Mar 15, 2011 | 9 | Mar 28, 2011 | 18 |
| -4.35% | May 21, 2024 | 17 | Jun 14, 2024 | 9 | Jun 28, 2024 | 26 |
| -4.29% | Dec 27, 2010 | 17 | Jan 20, 2011 | 16 | Feb 11, 2011 | 33 |
| -4.26% | Jan 23, 2013 | 56 | Apr 15, 2013 | 21 | May 14, 2013 | 77 |
| -3.79% | Dec 28, 2009 | 27 | Feb 5, 2010 | 16 | Mar 2, 2010 | 43 |
| -3.75% | Mar 17, 2010 | 2 | Mar 19, 2010 | 10 | Apr 5, 2010 | 12 |
| -3.70% | Aug 6, 2010 | 4 | Aug 12, 2010 | 11 | Aug 27, 2010 | 15 |
| -3.45% | Jul 30, 2024 | 4 | Aug 5, 2024 | 1 | Aug 6, 2024 | 5 |
| -3.39% | Mar 31, 2011 | 8 | Apr 12, 2011 | 6 | Apr 20, 2011 | 14 |
| -2.87% | Jan 3, 2024 | 11 | Jan 19, 2024 | 6 | Jan 29, 2024 | 17 |