Tortoise Capital Competition

Funds . USA . 
Fund . Tortoise Capital Series
TPZ Fund  USD 20.15  0.08  0.40%   
Tortoise Capital Series competes with Tortoise Mlp, Ecofin Sustainable, Rivernorth Opportunistic, Tortoise Energy, and Tortoise Pipeline; as well as few others. The fund is not categorized under any group at the present time. Analyzing Tortoise Capital competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Tortoise Capital to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Tortoise Capital Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Tortoise Capital competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
19.1920.1521.11
Details
Intrinsic
Valuation
LowRealHigh
20.0921.0522.01
Details
Naive
Forecast
LowNextHigh
18.6919.6520.61
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
17.9819.6821.38
Details

Tortoise Capital Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Tortoise Capital and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Tortoise and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Tortoise Capital Series does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
TTP
+ 0.99
NTG
TYG
+ 0.98
NTG
NDP
+ 0.97
NTG
NDP
+ 0.97
TTP
TTP
+ 0.95
TYG
NDP
+ 0.95
TYG
  
High negative correlations   
CXE
- 0.55
TTP
CXE
- 0.53
AIF
CXE
- 0.51
NDP
TEAF
- 0.49
KMF
CXE
- 0.48
NTG
JHS
- 0.41
NDP

Risk-Adjusted Indicators

There is a big difference between Tortoise Fund performing well and Tortoise Capital Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Tortoise Capital's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
NTG  0.99  0.29  0.15  0.87  1.06 
(1.07)
 2.27 
(2.12)
 5.68 
KMF  0.89  0.09 (0.06)(0.07) 1.18 
(0.91)
 1.75 
(2.12)
 4.61 
TEAF  0.39  0.00 (0.15) 0.14  0.56 
(0.40)
 0.85 
(1.03)
 3.44 
RMI  0.38  0.03 (0.16)(7.96) 0.45 
(0.42)
 0.83 
(0.86)
 2.21 
TYG  1.00  0.34  0.24  1.18  0.66 
(1.15)
 2.21 
(1.56)
 6.24 
TTP  0.89  0.22  0.15  0.66  0.71 
(1.04)
 2.05 
(1.37)
 7.02 
NDP  0.93  0.14  0.07  0.34  1.03 
(1.00)
 2.14 
(1.80)
 6.51 
AIF  0.45  0.14  0.05  1.79  0.27 
(0.51)
 1.11 
(0.83)
 2.81 
JHS  0.29 (0.01)(0.23) 0.03  0.40 
(0.31)
 0.52 
(0.61)
 2.16 
CXE  0.49 (0.01)(0.18) 0.00  0.53 
(0.68)
 1.53 
(1.02)
 3.34 
All Fundamental Data

Tortoise Capital Competitive Analysis

The better you understand Tortoise Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Tortoise Capital's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Tortoise Capital's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
TPZ NTG KMF TEAF RMI TYG TTP NDP AIF JHS
 0.40 
 20.15 
Tortoise
 2.85 
 54.88 
Tortoise
 1.22 
 7.49 
Kayne
 0.47 
 12.62 
Ecofin
 0.06 
 16.00 
Rivernorth
 2.43 
 43.80 
Tortoise
 0.87 
 48.81 
Tortoise
 0.93 
 41.55 
Tortoise
 0.27 
 14.82 
Apollo
 0.43 
 11.63 
John
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Solid
Solid
Very Weak
Very Weak
Weak
Solid
Solid
Good
Very Weak
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Dangerous
Low
Low
Low
Low
Low
Dangerous
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Under Valued
Under Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Sell
Not Available
Not Available
Not Available
Strong Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Buy
Not Rated
Strong Hold
Hold
Strong Buy
Strong Buy
Strong Buy
Not Rated
Strong Hold
Current Ratio
N/A
1.28
N/A
N/A
N/A
0.07
0.55
N/A
0.25
0.1
Net Asset
N/A
N/A
N/A
N/A
N/A
492.65 M
N/A
N/A
91.4 M
230.91 M
Profit Margin
N/A
N/A
N/A
N/A
N/A
7.72
865.45
N/A
-116.72
0.0249
EBITDA
N/A
95.3 M
N/A
N/A
N/A
(11.65 M)
N/A
N/A
N/A
273.29 K
Price To Book
N/A
2.99
N/A
N/A
N/A
1.08
1.43
N/A
0.88
0.99
Operating Margin
N/A
N/A
N/A
N/A
N/A
0.5
42.6
N/A
74.34
0.86
Current Valuation
N/A
926.9 M
N/A
N/A
N/A
445.69 M
83.49 M
N/A
295.67 M
227.3 M
Five Year Return
10.87
-3.77
-1.59
3.23
1.47
N/A
5.42
9.77
5.49
5.37
Retained Earnings
N/A
6.68 M
N/A
N/A
N/A
(218.46 M)
N/A
N/A
N/A
(47.44 M)
One Year Return
38.4
63.87
-8.51
7.66
10.24
N/A
59.18
35.74
12.73
N/A
Beta
0.78
1.18
1.27
N/A
N/A
2.14
2.04
2.27
0.6
0.46
Shares Outstanding
6.53 M
5.64 M
47.2 M
13.49 M
6.37 M
10.76 M
2.28 M
1.85 M
14.46 M
11.65 M
Three Year Return
19.84
28.18
14.88
1.96
-1.57
N/A
30.25
27.25
5.01
N/A
Cash Flow From Operations
N/A
73.73 M
N/A
N/A
N/A
90.68 M
5.13 M
N/A
15.55 M
4.84 M
Annual Yield
0.006
0.14
0.0141
0.0054
0.0046
0.1
0.0649
0.14
0.0056
0.0693
Total Debt
N/A
13 M
N/A
N/A
N/A
72.1 M
20.91 M
N/A
120.74 M
91.3 M
Return On Equity
N/A
0.0858
N/A
N/A
N/A
0.26
26.03
N/A
-10.88
0.0021
Return On Asset
N/A
4.0E-4
N/A
N/A
N/A
0.0077
0.62
N/A
2.51
0.0248
Number Of Shares Shorted
11.49 K
101.39 K
6.23 K
1.92 K
1.89 K
1.51 K
3.16 K
24.13 K
8.04 K
8.27 K
Book Value Per Share
N/A
7.57
N/A
N/A
N/A
40.48
19.97
N/A
14.09
10.96
Total Asset
N/A
878.52 M
N/A
N/A
N/A
492.65 M
N/A
N/A
79.75 M
230.91 M
Last Dividend Paid
1.26
3.08
0.64
1.08
1.25
2.84
2.36
2.24
1.38
0.41
Debt To Equity
N/A
0.7
N/A
N/A
N/A
0.29
0.26
N/A
0.59
0.6
Short Ratio
0.49
4.51
0.05
0.07
0.12
0.05
0.51
1.17
0.12
0.52
Target Price
N/A
N/A
N/A
N/A
N/A
34.0
N/A
N/A
N/A
N/A
Shares Owned By Institutions
44.26
39.77
44.93
27.62
14.56
38.11
43.38
47.21
50.62
58.34
Market Capitalization
91.62 M
219 M
404.25 M
132.89 M
117.27 M
486.58 M
25.24 M
16.98 M
213.49 M
136.03 M
Price To Earning
10.14
3.05
3.25
9.61
11.82
3.92
2.92
2.04
9.76
9.86
Price To Sales
N/A
1.43
N/A
N/A
N/A
35.73
29.72
N/A
8.61
12.4
Net Income
N/A
61.48 M
N/A
N/A
N/A
(15.62 M)
18.93 M
N/A
(24.32 M)
273.29 K
Earnings Per Share
1.31
12.18
2.4
1.38
1.4
9.76
-31.7
17.2
1.27
0.02
Shares Owned By Insiders
0.29
0.13
0.97
0.14
N/A
0.29
0.34
0.32
N/A
0.11
Year To Date Return
35.82
60.74
N/A
5.8
8.02
N/A
56.37
31.46
6.11
N/A
Revenue
N/A
618.29 M
N/A
N/A
N/A
15.76 M
2.19 M
N/A
20.84 M
619.47 K
Cash And Equivalents
N/A
38.91 M
N/A
N/A
N/A
15.13 K
217.86 K
N/A
3.55 M
5.04 K
Gross Profit
N/A
188.75 M
N/A
N/A
N/A
13.12 M
1.75 M
N/A
20.62 M
9.83 M
Day Typical Price
20.2
55.63
7.46
12.63
16.04
43.8
48.83
41.71
14.84
11.63
Accumulation Distribution
229.73
574.51
0.0133
116.68
374.55
N/A
27.66
79.39
0.006
N/A
Market Facilitation Index
0.0
2.0E-4
0.1
0.0
0.0
N/A
1.0E-4
1.0E-4
0.09
N/A
Daily Balance Of Power
(0.30)
(0.71)
0.9
(1.50)
(0.08)
(9,223,372,036,855)
(1.65)
(0.76)
(0.44)
(9,223,372,036,855)
Period Momentum Indicator
(0.08)
(1.61)
0.09
(0.06)
(0.01)
(1.09)
(0.43)
(0.39)
(0.04)
(0.05)
Rate Of Daily Change
1.0
0.97
1.01
1.0
1.0
0.98
0.99
0.99
1.0
1.0
Day Median Price
20.23
56.0
7.45
12.64
16.06
43.8
48.84
41.79
14.85
11.63
Price Action Indicator
(0.12)
(1.92)
0.085
(0.05)
(0.07)
(0.55)
(0.24)
(0.43)
(0.04)
(0.03)
Coefficient Of Variation
486.45
380.78
2413.38
1959.8
1311.68
320.87
418.98
578.59
380.15
2673.36
Mean Deviation
0.708
0.9945
0.891
0.3856
0.3799
1.0
0.8939
0.9329
0.4549
0.2851
Jensen Alpha
0.1363
0.2872
0.0949
0.003
0.0291
0.3359
0.2207
0.139
0.1352
(0.01)
Total Risk Alpha
0.0349
0.1251
(0.14)
(0.07)
(0.05)
0.1779
0.083
0.0082
0.0514
(0.06)
Sortino Ratio
0.0776
0.149
(0.06)
(0.15)
(0.16)
0.2393
0.1473
0.071
0.0482
(0.23)
Downside Variance
0.8489
2.1
1.59
0.3943
0.2886
1.16
1.07
1.74
0.3877
0.2266
Standard Deviation
0.9532
1.3
1.15
0.5517
0.5071
1.23
1.16
1.26
0.587
0.4049
Kurtosis
1.46
0.5917
0.2036
2.73
0.9371
(0.17)
1.15
1.63
0.1308
1.97
Potential Upside
1.82
2.27
1.75
0.8527
0.8264
2.21
2.05
2.14
1.11
0.5199
Treynor Ratio
0.4284
0.8719
(0.07)
0.1371
(7.96)
1.18
0.6639
0.3446
1.79
0.0307
Maximum Drawdown
5.57
5.68
4.61
3.44
2.21
6.24
7.02
6.51
2.81
2.16
Variance
0.9086
1.68
1.31
0.3044
0.2572
1.5
1.34
1.59
0.3446
0.164
Market Risk Adjusted Performance
0.4384
0.8819
(0.06)
0.1471
(7.95)
1.19
0.6739
0.3546
1.8
0.0407
Risk Adjusted Performance
0.1509
0.1941
0.0336
0.0338
0.0508
0.2292
0.1762
0.1291
0.1877
0.0192
Skewness
(0.05)
(0.58)
(0.40)
(0.71)
(0.12)
0.0053
(0.03)
0.3377
0.0482
(0.45)
Semi Deviation
0.6654
1.06
1.18
0.5607
0.4513
0.6557
0.7087
1.03
0.2711
0.3951
Information Ratio
0.075
0.1667
(0.07)
(0.17)
(0.17)
0.2102
0.1313
0.0742
0.0511
(0.27)
Value At Risk
(1.49)
(2.12)
(2.12)
(1.03)
(0.86)
(1.56)
(1.37)
(1.80)
(0.83)
(0.61)
Expected Short fall
(0.86)
(1.07)
(0.91)
(0.40)
(0.42)
(1.15)
(1.04)
(1.00)
(0.51)
(0.31)
Downside Deviation
0.9214
1.45
1.26
0.6279
0.5372
1.08
1.03
1.32
0.6226
0.4761
Semi Variance
0.4428
1.13
1.39
0.3144
0.2036
0.4299
0.5023
1.05
0.0735
0.1561

Tortoise Capital Competition Performance Charts

Five steps to successful analysis of Tortoise Capital Competition

Tortoise Capital's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Tortoise Capital Series in relation to its competition. Tortoise Capital's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Tortoise Capital in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Tortoise Capital's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Tortoise Capital Series, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Tortoise Capital position

In addition to having Tortoise Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Shipping Containers Thematic Idea Now

Shipping Containers
Shipping Containers Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 16 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Shipping Containers Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Tortoise Fund

Tortoise Capital financial ratios help investors to determine whether Tortoise Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tortoise with respect to the benefits of owning Tortoise Capital security.
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