- Tortoise Select Opportunity Fund
Tortoise Capital Advisors
- US
- Natural Resources/Materials
Summary
Price
Last Close
$6.83 ( -0 )
52 Week HL
$8.01 - $4.36
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
-28.82%
5 Year
-12.57%
Best
28.03%
2016
Worst
-24.19%
2018
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | - | -31% | 13.3% | -7.1% | -5% | 0.5% | 7.5% | 5.3% | - | - |
| Q2 | - | - | 16.3% | -2% | 12.4% | -11.9% | 11.3% | -1.1% | 14.1% | -100% | - |
| Q3 | - | - | 0.7% | -6.4% | 2.7% | 5.4% | 10.4% | -22.5% | -3.1% | -100% | - |
| Q4 | - | - | 10.3% | 0.3% | -27.5% | 7.2% | 3.7% | -0.2% | -19.8% | 5.2% | - |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TOPIX | - | - | -11% | 6% | -24% | -5% | 28% | -18% | -7% | - | - |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | - | - | -27% | -23% | -18% | -24% | 20% | -17% | -20% | - | - |