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ISIN
US56167N7205
CUSIP
56167N720
Issuer
Tortoise
Inception Date
Jun 30, 2015
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Tortoise North American Pipeline Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$686M

Share Price Chart


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Performance

TPYP Performance Chart

Tortoise North American Pipeline Fund (TPYP) is up 20.1% since the beginning of the year. TPYP is currently trading at $42 per share. Investors who bought $1,000 worth of TPYP shares 5 years ago would now be looking at an investment worth $2,284.


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S&P 500 Index

Returns By Period

Tortoise North American Pipeline Fund (TPYP) has returned 20.05% so far this year and 23.32% over the past 12 months. Over the last ten years, TPYP has returned 11.74% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Tortoise North American Pipeline Fund

1D
1.24%
1M
-4.81%
YTD
20.05%
6M
21.48%
1Y
23.32%
3Y*
25.65%
5Y*
17.96%
10Y*
11.74%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TPYP Monthly Returns History

Based on dividend-adjusted daily data since Jun 30, 2015, TPYP's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +22.2%, while the worst month was Mar 2020 at -32.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, TPYP closed higher 52% of trading days. The best single day was Mar 13, 2020 with a return of +12.4%, while the worst single day was Mar 9, 2020 at -18.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20267.10%9.78%2.89%2.43%-4.66%1.61%20.05%
20253.17%2.22%2.15%-4.12%1.32%2.13%-0.67%1.04%2.61%-5.87%4.96%-1.07%7.59%
2024-0.73%3.21%6.49%-1.29%3.22%2.35%4.47%4.25%1.01%3.63%13.22%-6.47%37.37%
20233.85%-3.39%-0.48%1.73%-4.69%5.98%3.39%-0.98%-1.95%0.04%7.07%0.18%10.51%
20226.57%5.15%7.51%-2.27%6.37%-10.96%8.82%-1.44%-10.19%9.87%4.33%-5.73%16.09%
20213.00%6.22%8.31%5.38%4.28%2.33%-2.65%-1.70%2.52%5.96%-6.15%3.81%34.97%

Benchmark Metrics

Tortoise North American Pipeline Fund has an annualized alpha of 1.32%, beta of 0.78, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since June 30, 2015.

  • This ETF participated in 83.13% of S&P 500 Index downside but only 75.43% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.39 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
1.32%
Beta
0.78
0.39
Upside Capture
75.43%
Downside Capture
83.13%

Expense Ratio

TPYP has an expense ratio of 0.40%, placing it in the medium range.


Return for Risk

Risk / Return Rank

TPYP ranks 55 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


TPYP Risk / Return Rank: 5555
Overall Rank
TPYP Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
TPYP Sortino Ratio Rank: 5252
Sortino Ratio Rank
TPYP Omega Ratio Rank: 4848
Omega Ratio Rank
TPYP Calmar Ratio Rank: 7070
Calmar Ratio Rank
TPYP Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Tortoise North American Pipeline Fund (TPYP) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TPYPBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.26

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.30

1.37

-0.07

Calmar ratioReturn relative to maximum drawdown

3.42

2.78

+0.64

Martin ratioReturn relative to average drawdown

8.48

12.44

-3.96

Dividends

Dividend History

Tortoise North American Pipeline Fund provided a 3.25% dividend yield over the last twelve months, with an annual payout of $1.37 per share. The fund has been increasing its distributions for 10 consecutive years.


3.00%4.00%5.00%6.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.4020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.37$1.38$1.35$1.25$1.11$1.08$1.06$1.05$0.91$0.87$0.83$0.45

Dividend yield

3.25%3.91%3.95%4.83%4.48%4.86%6.14%4.45%4.58%3.71%3.49%2.56%

Monthly Dividends

The table displays the monthly dividend distributions for Tortoise North American Pipeline Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.34$0.00$0.00$0.00$0.34
2025$0.00$0.00$0.36$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.34$1.38
2024$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.34$0.00$0.00$0.35$1.35
2023$0.00$0.00$0.32$0.00$0.00$0.33$0.00$0.00$0.31$0.00$0.00$0.30$1.25
2022$0.00$0.00$0.28$0.00$0.00$0.27$0.00$0.00$0.29$0.00$0.00$0.27$1.11
2021$0.00$0.00$0.25$0.00$0.00$0.27$0.00$0.00$0.29$0.00$0.00$0.27$1.08

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Tortoise North American Pipeline Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Tortoise North American Pipeline Fund was 51.91%, occurring on Mar 18, 2020. Recovery took 288 trading sessions.

The current Tortoise North American Pipeline Fund drawdown is 5.28%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-51.91%Mar 2020
8mo 10d1y 1mo
1y 10moJul 2019 - May 2021
2016 bear market2016
-38.33%Jan 2016
6mo 24d7mo 22d
1y 2moJun 2015 - Sep 2016
Rate-hike selloffLate 2018
-21.02%Dec 2018
4mo 3d2mo 26d
6mo 29dAug 2018 - Mar 2019
Bear market2022
-17.96%Sep 2022
3mo 20d1y 3mo
1y 6moJun 2022 - Jan 2024
2018 correction2018
-14.33%Mar 2018
2mo 3d3mo 23d
5mo 26dJan 2018 - Jul 2018

Drawdown Indicators


TPYPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-51.91%

-56.78%

+4.87%

Max Drawdown (1Y)

Largest decline over 1 year

-6.84%

-9.10%

+2.26%

Max Drawdown (3Y)

Largest decline over 3 years

-13.17%

-18.90%

+5.73%

Max Drawdown (5Y)

Largest decline over 5 years

-17.96%

-25.43%

+7.47%

Max Drawdown (10Y)

Largest decline over 10 years

-51.91%

-33.92%

-17.99%

Current Drawdown

Current decline from peak

-5.28%

-1.80%

-3.48%

Average Drawdown

Average peak-to-trough decline

-7.88%

-10.71%

+2.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.76%

2.03%

+0.73%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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