Tortoise Capital Series Fund Price on October 1, 2024
| TPZ Fund | USD 20.15 0.08 0.40% |
Below is the normalized historical share price chart for Tortoise Capital Series extending back to July 29, 2009. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Tortoise Capital stands at 20.15, as last reported on the 11th of December 2024, with the highest price reaching 20.36 and the lowest price hitting 20.09 during the day.
If you're considering investing in Tortoise Fund, it is important to understand the factors that can impact its price. Tortoise Capital appears to be very steady, given 3 months investment horizon. Tortoise Capital Series owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.21, which indicates the fund had a 0.21% return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Tortoise Capital Series, which you can use to evaluate the volatility of the fund. Please review Tortoise Capital's Semi Deviation of 0.6654, risk adjusted performance of 0.1509, and Coefficient Of Variation of 486.45 to confirm if our risk estimates are consistent with your expectations.
Tortoise Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Tortoise |
Sharpe Ratio = 0.2086
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | TPZ | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Tortoise Capital is performing at about 16% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Tortoise Capital by adding it to a well-diversified portfolio.
Market Capitalization 91.6 M |
Related Headline
MFS High Headline on 1st of October 2024
Insider Trading by seekingalpha.com Filed transaction by MFS High Income Executive. Insider Public Trading |
Tortoise Capital Valuation on October 1, 2024
It is possible to determine the worth of Tortoise Capital on a given historical date. On October 1, 2024 Tortoise was worth 17.94 at the beginning of the trading date compared to the closed value of 18.01. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Tortoise Capital fund. Still, in general, we apply an absolute valuation method to find Tortoise Capital's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Tortoise Capital where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Tortoise Capital's related companies.
| Open | High | Low | Close | Volume | |
| 17.97 | 18.09 | 17.87 | 17.92 | 70,134 | |
10/01/2024 | 17.94 | 18.21 | 17.94 | 18.01 | 14,832 |
| 18.06 | 18.18 | 18.06 | 18.15 | 25,431 |
| Backtest Tortoise Capital | | | Tortoise Capital History | | | Tortoise Capital Valuation | Previous | Next |
Tortoise Capital Trading Date Momentum on October 1, 2024
| On October 02 2024 Tortoise Capital Series was traded for 18.15 at the closing time. Highest Tortoise Capital's price during the trading hours was 18.18 and the lowest price during the day was 18.06 . The net volume was 25.4 K. The overall trading history on the 2nd of October contributed to the next trading period price jump. The trading price change to the next next day price was 0.78% . The trading price change to current price is 2.17% . |
Tortoise Capital Series Fundamentals Correlations and Trends
By evaluating Tortoise Capital's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Tortoise Capital's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Tortoise financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Tortoise Capital Fund history
Tortoise Capital investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Tortoise is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Tortoise Capital Series will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Tortoise Capital stock prices may prove useful in developing a viable investing in Tortoise Capital
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.
Tortoise Capital Fund Technical Analysis
Tortoise Capital technical fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Tortoise Capital Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Tortoise Capital Series cannot be verified against its exchange. Please verify the symbol is currently traded on New York Stock Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Tortoise Capital December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Tortoise Capital fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Tortoise Capital shares will generate the highest return on investment. By undertsting and applying Tortoise Capital fund market strength indicators, traders can identify Tortoise Capital Series entry and exit signals to maximize returns
Tortoise Capital Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Tortoise Capital's price direction in advance. Along with the technical and fundamental analysis of Tortoise Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Tortoise to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1509 | |||
| Jensen Alpha | 0.1363 | |||
| Total Risk Alpha | 0.0349 | |||
| Sortino Ratio | 0.0776 | |||
| Treynor Ratio | 0.4284 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |