Tortoise Capital Advisors, LLC

Statistics as of Apr 02, 2025

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Found total of 7 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr Return ▼Total Assets6M Money Flow
Energy Limited Partnership
Expense Ratio
2.82%
TTM Yield
8.6%
3yr Sharpe
0.58
YTD Return
6.3%
3yr Return
63.6%
1yr Return
53.6%
Total Assets
$829M
6M Money Flow
-$29M
Energy Limited Partnership
Expense Ratio
0.92%
TTM Yield
2.0%
3yr Sharpe
0.89
YTD Return
8.9%
3yr Return
75.4%
1yr Return
39.0%
Total Assets
$3B
6M Money Flow
$78M
Energy Limited Partnership
Expense Ratio
0.40%
TTM Yield
3.7%
3yr Sharpe
0.74
YTD Return
9.5%
3yr Return
58.4%
1yr Return
38.1%
Total Assets
$753M
6M Money Flow
$32M
Energy Limited Partnership
Expense Ratio
1.12%
TTM Yield
2.5%
3yr Sharpe
0.62
YTD Return
6.9%
3yr Return
50.4%
1yr Return
22.2%
Total Assets
$568M
6M Money Flow
-$45M
Global Allocation
Expense Ratio
2.75%
TTM Yield
9.4%
3yr Sharpe
-0.35
YTD Return
-1.7%
3yr Return
-2.2%
1yr Return
6.8%
Total Assets
$181M
6M Money Flow
-
Natural Resources
Expense Ratio
0.40%
TTM Yield
1.3%
3yr Sharpe
0.07
YTD Return
1.5%
3yr Return
17.4%
1yr Return
5.0%
Total Assets
$52M
6M Money Flow
-$3M
Equity Energy
Expense Ratio
0.85%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
5.6%
3yr Return
-
1yr Return
-
Total Assets
$171M
6M Money Flow
-