- Tortoise Select Opportunity Fund
Tortoise Capital Advisors
- US
- Natural Resources/Materials
Summary
Price
Last Close
$6.61 ( +0 )
52 Week HL
$7.75 - $4.21
Net Assets
$9.6 M
Expense Ratio
1.35 %
Manager
Name
Brian A. Kessens
Leadership
Single Manager
Tenure
2003
Advisor
Documents
Performance
YTD
-
3 Year
-28.89%
5 Year
-14.45%
Best
26.73%
2016
Worst
-24.84%
2018
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | - | -31.4% | 13% | -7.3% | -5.4% | 0.3% | 7.2% | 4.9% | - | - |
| Q2 | - | - | 16.1% | -2.4% | 12.1% | -12.1% | 11% | -1.3% | 14% | -100% | - |
| Q3 | - | - | 0.5% | -6.7% | 2.5% | 5.1% | 10.1% | -22.6% | -3.4% | -100% | - |
| Q4 | - | - | 11.1% | 1.9% | -27.6% | 6.8% | 3.4% | -0.5% | -20% | 5.1% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2021 | - | - | - | - | - | - | - | - | - | - | - | - |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TOPCX | - | - | -11% | 6% | -25% | -6% | 27% | -19% | -8% | - | - |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | - | - | -27% | -22% | -19% | -25% | 18% | -18% | -21% | - | - |