Tortoise Capital Financials
| TPZ Fund | USD 20.29 0.14 0.69% |
Tortoise |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Tortoise Capital Fund Summary
Tortoise Capital competes with Blackrock Muniyield, Blackrock Muni, Blackrock Muniyield, Blackrock Muniyield, and Blackrock Muniholdings. Tortoise Power and Energy Infrastructure Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors, LLC. The fund invests in the fixed income and public equity markets of the United States. It invests in securities of companies operating in the power and energy infrastructure sectors. The fund employs a fundamental analysis with a bottom up stock picking approach with focus on factors like comparison of quantitative, qualitative, and relative value factors to create its portfolio. It was formerly known as Tortoise Power and Energy Income Company. Tortoise Power and Energy Infrastructure Fund, Inc. was formed on July 5, 2007 and is domiciled in the United States.Specialization | null, Energy Limited Partnership |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US89147X1046 |
| CUSIP | 89147X104 |
| Location | Kansas; U.S.A |
| Business Address | 6363 College Boulevard |
| Fund Family | Financial Services |
| Fund Category | Asset Management |
| Benchmark | Dow Jones Industrial |
| Website | www.tortoiseadvisors.com/tpz.cfm |
| Phone | 913 981 1020 |
| Currency | USD - US Dollar |
Tortoise Capital Key Financial Ratios
Tortoise Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tortoise Capital's current stock value. Our valuation model uses many indicators to compare Tortoise Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tortoise Capital competition to find correlations between indicators driving Tortoise Capital's intrinsic value. More Info.Tortoise Capital Series is rated below average in price to earning among similar funds. It is rated top fund in beta among similar funds totaling about 0.08 of Beta per Price To Earning. The ratio of Price To Earning to Beta for Tortoise Capital Series is roughly 13.00 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Tortoise Capital's earnings, one of the primary drivers of an investment's value.Tortoise Capital Series Systematic Risk
Tortoise Capital's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Tortoise Capital volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on Tortoise Capital Series correlated with the market. If Beta is less than 0 Tortoise Capital generally moves in the opposite direction as compared to the market. If Tortoise Capital Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Tortoise Capital Series is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Tortoise Capital is generally in the same direction as the market. If Beta > 1 Tortoise Capital moves generally in the same direction as, but more than the movement of the benchmark.
Tortoise Capital December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Tortoise Capital help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Tortoise Capital Series. We use our internally-developed statistical techniques to arrive at the intrinsic value of Tortoise Capital Series based on widely used predictive technical indicators. In general, we focus on analyzing Tortoise Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Tortoise Capital's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9214 | |||
| Information Ratio | 0.0859 | |||
| Maximum Drawdown | 5.57 | |||
| Value At Risk | (1.49) | |||
| Potential Upside | 1.82 |
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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