Performance analysis of TYG (Tortoise Energy Infrastructure)
Annual Return
Over the past 3 years, TYG has had an average annual return of +24.95%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, TYG has had an average annual return of +22.02%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, TYG has had an average annual return of -1.72%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Feb 25, 2004, TYG has had an average annual return of +4.26%, underperforming the benchmark SPY, which returned +10.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.68% | +8.46% | +60.07% | -0.37% | +24.12% | +46.84% | -70.29% | +1.95% | -24.75% | +3.23% | +20.85% | -29.20% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| -3.43% | +32.16% | +0.23% | +10.81% | +31.51% | +99.47% | -44.34% | +2.34% | +38.86% | +4.50% | +13.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.10% | +12.92% | +1.01% | +0.00358% | -9.98% | -1.48% | +2.97% | +14.68% | |||||
| 2025 | +8.16% | -3.08% | +0.16% | -6.74% | +2.76% | +9.31% | -0.40% | -0.80% | +1.95% | +1.61% | +2.67% | -6.16% | +8.46% |
| 2024 | +0.70% | +3.48% | +5.61% | +0.19% | +10.52% | +4.06% | +0.66% | +6.98% | +6.78% | +2.75% | +16.04% | -7.93% | +60.07% |
| 2023 | +6.04% | -6.30% | -4.82% | +0.99% | -6.92% | +7.79% | +5.78% | +0.38% | -4.08% | -4.39% | +4.34% | +2.34% | -0.37% |
| 2022 | +9.34% | +1.48% | +14.24% | -3.27% | +3.47% | -12.59% | +12.95% | +4.25% | -12.27% | +11.25% | +2.81% | -5.28% | +24.12% |
| 2021 | +6.67% | +11.49% | +3.65% | +7.04% | +5.51% | +5.57% | -7.54% | +2.15% | +1.08% | +10.15% | -7.21% | +2.38% | +46.84% |
| 2020 | -4.46% | -24.33% | -79.76% | +81.65% | +0.54% | -14.29% | +2.76% | +1.97% | -10.36% | +1.57% | +29.60% | +4.91% | -70.29% |
| 2019 | +23.57% | -4.32% | +2.57% | -0.47% | -3.66% | +2.97% | -0.89% | -5.90% | +0.29% | -8.90% | -6.28% | +6.60% | +1.95% |
| 2018 | +6.81% | -8.82% | -9.82% | +12.37% | +4.45% | -6.91% | +4.76% | +2.84% | -4.23% | -12.14% | -1.80% | -11.91% | -24.75% |
| 2017 | +7% | +7.37% | +0.75% | +0.29% | -7.47% | -4.31% | -0.03% | -4.08% | +1.72% | -9.88% | +1.61% | +12.45% | +3.23% |
Drawdown analysis of TYG (Tortoise Energy Infrastructure)
The maximum drawdown for the TYG was -95.33%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current TYG drawdown is -34.47%.
Since Feb 25, 2004 TYG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.33% | Jun 26, 2014 | 1441 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -75.57% | Jul 12, 2007 | 316 | Oct 10, 2008 | 457 | Aug 5, 2010 | 773 |
| -21.58% | Mar 21, 2011 | 97 | Aug 8, 2011 | 81 | Dec 1, 2011 | 178 |
| -17.62% | Jul 29, 2005 | 105 | Dec 28, 2005 | 166 | Aug 25, 2006 | 271 |
| -16.59% | Dec 2, 2013 | 39 | Jan 29, 2014 | 75 | May 16, 2014 | 114 |
| -15.42% | Mar 1, 2004 | 49 | May 10, 2004 | 88 | Sep 15, 2004 | 137 |
| -15.05% | Mar 27, 2013 | 61 | Jun 24, 2013 | 106 | Nov 21, 2013 | 167 |
| -11.59% | Apr 25, 2012 | 27 | Jun 4, 2012 | 102 | Oct 26, 2012 | 129 |
| -11.57% | Jan 5, 2012 | 14 | Jan 26, 2012 | 61 | Apr 24, 2012 | 75 |
| -9.90% | Nov 5, 2012 | 37 | Dec 28, 2012 | 13 | Jan 17, 2013 | 50 |
| -8.53% | Feb 16, 2005 | 40 | Apr 15, 2005 | 42 | Jun 15, 2005 | 82 |
| -7.79% | Dec 1, 2006 | 11 | Dec 18, 2006 | 36 | Feb 12, 2007 | 47 |
| -7.33% | Sep 24, 2004 | 22 | Oct 26, 2004 | 12 | Nov 11, 2004 | 34 |
| -6.84% | Aug 6, 2010 | 13 | Aug 25, 2010 | 12 | Sep 13, 2010 | 25 |
| -5.81% | Nov 11, 2010 | 11 | Nov 29, 2010 | 10 | Dec 13, 2010 | 21 |
| -5.69% | Jun 5, 2007 | 15 | Jun 26, 2007 | 4 | Jul 2, 2007 | 19 |
| -5.32% | Dec 1, 2011 | 5 | Dec 8, 2011 | 9 | Dec 21, 2011 | 14 |
| -5.28% | Jan 5, 2011 | 2 | Jan 7, 2011 | 23 | Feb 10, 2011 | 25 |
| -5.15% | Sep 13, 2010 | 11 | Sep 28, 2010 | 11 | Oct 13, 2010 | 22 |
| -5.08% | Apr 26, 2007 | 14 | May 16, 2007 | 5 | May 23, 2007 | 19 |
| -4.70% | Mar 23, 2007 | 3 | Mar 28, 2007 | 3 | Apr 2, 2007 | 6 |
| -4.57% | Dec 13, 2010 | 6 | Dec 21, 2010 | 3 | Dec 27, 2010 | 9 |
| -4.34% | Jun 16, 2005 | 4 | Jun 22, 2005 | 6 | Jun 30, 2005 | 10 |
| -4.09% | Mar 1, 2013 | 7 | Mar 12, 2013 | 7 | Mar 21, 2013 | 14 |
| -4.01% | Jul 1, 2005 | 8 | Jul 14, 2005 | 10 | Jul 28, 2005 | 18 |