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Nasdaq - Delayed Quote USD

Tortoise Energy Infrastructure TR A (TORTX)

18.64
-0.20
(-1.06%)
At close: 8:09:26 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.64%
5y Average Return 25.97%
Number of Years Up 9
Number of Years Down 4
Best 1Y Total Return (May 2, 2025) 42.48%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 42.48%
Worst 3Y Total Return -11.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TORTX
Category
YTD
6.94%
38.02%
1-Month
1.06%
4.39%
3-Month
6.94%
17.34%
1-Year
36.65%
54.67%
3-Year
20.10%
0.06%
5-Year
32.76%
0.07%
10-Year
6.55%
1.70%
Last Bull Market
37.39%
11.80%
Last Bear Market
-9.93%
-7.14%

Annual Total Return (%) History

Year
TORTX
Category
2025
--
--
2024
42.48%
--
2023
13.91%
--
2022
21.90%
--
2021
40.40%
--
2020
-29.73%
-23.34%
2019
18.05%
13.05%
2018
-15.46%
-16.32%

2017
-1.24%
-5.78%
2016
41.76%
27.30%
2015
-36.02%
-34.98%
2014
11.42%
7.46%
2013
28.22%
22.57%
2012
9.38%
4.29%
2011
--
8.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 6.94% -- -- --
2024 11.50% 6.61% 7.30% 11.71%
2023 0.29% 4.24% 3.22% 5.56%
2022 22.13% -9.93% 1.38% 9.31%
2021 18.93% 17.16% 0.00% 0.76%
2020 -49.39% 29.40% -11.34% 21.03%
2019 21.13% -0.45% -3.01% 0.93%
2018 -10.83% 13.21% 0.60% -16.76%
2017 2.44% -5.02% 0.60% 0.90%
2016 6.59% 19.69% 9.74% 1.26%

2015 -1.10% -3.14% -24.79% -11.19%
2014 5.71% 16.86% -1.62% -8.32%
2013 15.36% -1.19% 5.11% 7.03%
2012 2.69% -0.59% 8.94% -1.64%
2011 -5.65% 19.59% -- --

Rank in Category (By Total Return)

YTD 36
1-Month 24
3-Month 36
1-Year 8
3-Year 36
5-Year 72

Load Adjusted Returns

1-Year 29.14%
3-Year 17.86%
5-Year 31.27%
10-Year 5.95%

Performance & Risk

YTD Return 0.64%
5y Average Return 25.97%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Energy Limited Partnership
Fund Family Tortoise Capital Advisors, LLC
Net Assets 3.38B
YTD Return 6.94%
Yield 4.53%
Morningstar Rating
Inception Date May 31, 2011

Fund Summary

The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in securities of energy infrastructure companies. The advisor intends to focus its investments primarily in equity securities of midstream infrastructure and also may invest in midstream master limited partnerships (“MLPs”) and power and renewable infrastructure. It is non-diversified.

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