(TYG) Tortoise Energy - Performance 43.4% in 12m
Compare TYG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
93.83%
#1 in Group
Rel. Strength
89.17%
#867 in Universe
Total Return 12m
43.40%
#10 in Group
Total Return 5y
352.94%
#4 in Group
P/E 2.22
1th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 8.73%
(?) Percentile in Group
12m Total Return: TYG (43.4%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: TYG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for TYG
| Total Return (including Dividends) | TYG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -9.62% | -4.87% | -7.04% |
| 3 Months | -14.56% | -6.25% | -10.88% |
| 12 Months | 43.40% | 19.36% | 5.72% |
| 5 Years | 352.94% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | TYG | XLF | S&P 500 |
| 1 Month | -75.6% | -69.4% | -76.1% |
| 3 Months | -77.7% | -72.1% | -86.4% |
| 12 Months | 89.2% | 87.9% | 67.8% |
| 5 Years | 92.8% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #141 | -5.0% | -2.78% |
| 3 Month | #150 | -8.87% | -4.13% |
| 12 Month | #11 | 20.1% | 35.6% |
| 5 Years | #5 | 95.1% | 126% |
FAQs
Does TYG Tortoise Energy outperforms the market?
Yes,
over the last 12 months TYG made 43.40%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months TYG made -14.56%, while XLF made -6.25%.
Over the last 3 months TYG made -14.56%, while XLF made -6.25%.
Performance Comparison TYG vs Indeces and Sectors
TYG vs. Indices TYG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 7.63% | -2.58% | 10.8% | 37.7% |
| US NASDAQ 100 | QQQ | 8.12% | -1.76% | 10.9% | 39.7% |
| US Dow Jones Industrial 30 | DIA | 5.73% | -4.45% | 8.86% | 36.7% |
| German DAX 40 | DAX | -4.87% | -1.57% | -7.75% | 24.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.63% | -1.87% | 5.98% | 35.5% |
| Hongkong Hang Seng | HSI | -0.04% | 1.53% | 9.44% | 27.3% |
| India NIFTY 50 | INDA | 3.62% | -13.0% | 11.4% | 42.7% |
| Brasil Bovespa | EWZ | 3.12% | -3.34% | 10.5% | 54.3% |
TYG vs. Sectors TYG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 7.82% | -2.04% | 2.63% | 30.1% |
| Consumer Discretionary | XLY | 9.22% | -3.40% | 8.62% | 36.1% |
| Consumer Staples | XLP | 2.37% | -9.51% | 3.18% | 30.9% |
| Energy | XLE | 6.67% | 2.30% | 11.9% | 56.2% |
| Financial | XLF | 4.92% | -4.75% | 2.91% | 24.0% |
| Health Care | XLV | 5.22% | -2.84% | 12.0% | 43.5% |
| Industrial | XLI | 5.13% | -3.65% | 11.5% | 39.5% |
| Materials | XLB | 4.13% | -2.18% | 18.3% | 51.3% |
| Real Estate | XLRE | 1.88% | -4.63% | 11.1% | 29.0% |
| Technology | XLK | 8.32% | 0.21% | 16.9% | 46.6% |
| Utilities | XLU | 2.11% | -7.51% | 6.60% | 17.0% |
| Aerospace & Defense | XAR | 2.97% | -9.01% | 1.42% | 20.2% |
| Biotech | XBI | 3.11% | 5.28% | 26.7% | 55.5% |
| Homebuilder | XHB | 8.24% | -0.41% | 30.3% | 55.1% |
| Retail | XRT | 7.87% | -3.87% | 18.1% | 50.4% |