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Performance analysis of TTP (Tortoise Pipeline & Energy Fund)

Annual Return

Over the past 3 years, TTP has had an average annual return of +57.19%, outperforming the benchmark SPY, which returned +25.35% annual.

Over the past 5 years, TTP has had an average annual return of +31.25%, outperforming the benchmark SPY, which returned +11.67% annual.

Over the past 10 years, TTP has had an average annual return of +0.03%, underperforming the benchmark SPY, which returned +14.78% annual.

Since Oct 27, 2011, TTP has had an average annual return of -1.84%, underperforming the benchmark SPY, which returned +14.38% annual.

202420232022202120202019201820172016201520142013
+80.99%+14.04%+28.50%+40.73%-65.71%+6.38%-32.37%-10.91%+52.27%-51.43%+9.56%+18.41%
20122011
+5.04%-5.22%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2024+2.40%+3.61%+8.16%+1.29%+10.25%+4.25%-2.26%+19.60%+1.21%+5.48%+18.92%-8.73%+80.99%
2023+6.03%-2.83%-5.11%+3.83%-4.93%+10.40%+6.75%-0.97%-1.22%-0.81%+3.03%+0.30%+14.04%
2022+13.41%+4.45%+10.89%-4.38%+8.33%-16.50%+18.33%+1.16%-13.77%+14.98%+1.41%-6.02%+28.50%
2021+3.57%+13.48%+3.32%+2.90%+8.43%+5.49%-4.73%+2.76%+3.92%+3.74%-5.37%-1.40%+40.73%
2020-5.21%-18.71%-73.12%+49.76%+8%-17.36%-1.24%+2.93%-15.38%-5.35%+35.51%+12.25%-65.71%
2019+22.40%-3.05%+3.90%-0.85%-6.33%+2.50%-0.98%-9.25%+3.26%-7.61%-5.39%+11.74%+6.38%
2018+1.27%-10.57%-5.27%+5.99%+2.84%-1.27%+4.31%-0.62%-2.21%-14.16%-2.81%-13.39%-32.37%
2017-0.24%+0.19%-1.53%+0.85%-5.79%-2.65%+2.89%-7.28%+4.45%-7.38%-4.06%+10.53%-10.91%

Drawdown analysis of TTP (Tortoise Pipeline & Energy Fund)

The maximum drawdown for the TTP was -93.48%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current TTP drawdown is -49.15%.

Since Oct 27, 2011 TTP 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
DepthStartTo BottomBottomTo RecoverEndTotal
-93.48%Sep 3, 20141397Mar 23, 2020OngoingOngoingOngoing
-14.37%May 20, 2013148Dec 18, 201384Apr 22, 2014232
-11.81%Oct 12, 201222Nov 15, 201238Jan 11, 201360
-11.47%May 7, 201235Jun 26, 201226Aug 2, 201261
-9.66%Nov 18, 201120Dec 19, 201150Mar 2, 201270
-7.08%Jun 30, 201427Aug 7, 20148Aug 19, 201435
-5.54%Apr 10, 20133Apr 15, 20137Apr 24, 201310
-3.90%Mar 5, 201310Mar 19, 20139Apr 2, 201319
-3.88%Mar 2, 201226Apr 10, 201219May 7, 201245
-3.56%Feb 14, 20136Feb 25, 20135Mar 4, 201311
-2.26%Aug 22, 20124Aug 28, 201212Sep 14, 201216
-2.19%May 28, 20148Jun 9, 20142Jun 11, 201410
-2.09%May 8, 20131May 9, 20134May 15, 20135
-1.49%May 7, 20142May 9, 20143May 14, 20145
-1.48%Apr 24, 20131Apr 25, 20133Apr 30, 20134
-1.33%Feb 5, 20132Feb 7, 20133Feb 12, 20135
-1.29%Jun 16, 20142Jun 18, 20143Jun 23, 20145
-1.11%Apr 28, 20141Apr 29, 20146May 7, 20147
-1.09%Aug 2, 20122Aug 6, 20121Aug 7, 20123
-0.95%Aug 10, 20124Aug 16, 20123Aug 21, 20127
-0.95%Aug 28, 20142Sep 2, 20141Sep 3, 20143
-0.82%Jan 24, 20132Jan 28, 20131Jan 29, 20133
-0.79%May 19, 20141May 20, 20141May 21, 20142
-0.74%Apr 3, 20131Apr 4, 20132Apr 8, 20133
-0.72%May 1, 20131May 2, 20132May 6, 20133