Tortoise Capital Series Etf Performance
| TPZ Etf | USD 20.71 0.33 1.62% |
The entity has a beta of 0.45, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Tortoise Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Tortoise Capital is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Tortoise Capital Series has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Tortoise Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Acquisition by Brian Kessens of 1000 shares of Tortoise Capital at 16.3 subject to Rule 16b-3 | 10/24/2025 |
2 | Acquisition by Iseman Andrew J of 2000 shares of Tortoise Capital at 21.1967 subject to Rule 16b-3 | 11/12/2025 |
3 | Tortoise Capital Completes Realignment of TPZ with Rapidly Rising Electrification Demand Through Investment Policy and Name Change | 12/19/2025 |
Tortoise | Build AI portfolio with Tortoise Etf |
Tortoise Capital Relative Risk vs. Return Landscape
If you would invest 2,116 in Tortoise Capital Series on October 4, 2025 and sell it today you would lose (78.00) from holding Tortoise Capital Series or give up 3.69% of portfolio value over 90 days. Tortoise Capital Series is generating negative expected returns assuming volatility of 0.7931% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than Tortoise, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Tortoise Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tortoise Capital's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Tortoise Capital Series, and traders can use it to determine the average amount a Tortoise Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0724
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TPZ |
Based on monthly moving average Tortoise Capital is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Tortoise Capital by adding Tortoise Capital to a well-diversified portfolio.
Tortoise Capital Fundamentals Growth
Tortoise Etf prices reflect investors' perceptions of the future prospects and financial health of Tortoise Capital, and Tortoise Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Tortoise Etf performance.
| Shares Outstanding | 6.53 M | ||||
| Price To Earning | 10.14 X | ||||
| Earnings Per Share | 1.31 X | ||||
About Tortoise Capital Performance
Evaluating Tortoise Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Tortoise Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Tortoise Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its total assets in essential energy assets. Essential energy assets are issuers that derive more than 50 percent of their revenue from power or energy infrastructure operations. Power infrastructure companies use long-lived assets to provide electric power generation , transmission and distribution. The fund is non-diversified.| Tortoise Capital generated a negative expected return over the last 90 days | |
| Latest headline from finance.yahoo.com: Tortoise Capital Completes Realignment of TPZ with Rapidly Rising Electrification Demand Through Investment Policy and Name Change | |
| The fund maintains all of the assets in different exotic instruments |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Tortoise Capital Series. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
The market value of Tortoise Capital Series is measured differently than its book value, which is the value of Tortoise that is recorded on the company's balance sheet. Investors also form their own opinion of Tortoise Capital's value that differs from its market value or its book value, called intrinsic value, which is Tortoise Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Tortoise Capital's market value can be influenced by many factors that don't directly affect Tortoise Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Tortoise Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Tortoise Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Tortoise Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.