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FLBL vs. TPYP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FLBL vs. TPYP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Liberty Senior Loan ETF (FLBL) and Tortoise North American Pipeline Fund (TPYP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FLBL achieves a 0.69% return, which is significantly lower than TPYP's 21.62% return.


FLBL

1D
-0.13%
1M
-0.16%
YTD
0.69%
6M
0.35%
1Y
2.14%
3Y*
6.57%
5Y*
5.10%
10Y*

TPYP

1D
1.30%
1M
-3.57%
YTD
21.62%
6M
21.85%
1Y
24.89%
3Y*
26.20%
5Y*
18.21%
10Y*
11.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FLBL vs. TPYP - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FLBL
Franklin Liberty Senior Loan ETF
0.69%3.59%8.26%14.83%-2.69%4.35%2.17%7.67%-1.39%
TPYP
Tortoise North American Pipeline Fund
21.62%7.59%37.37%10.51%16.09%34.97%-20.99%23.35%-11.03%

Correlation

The correlation between FLBL and TPYP is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Jun 1, 2018

0.27

The correlation between FLBL and TPYP shifts across timeframes, from -0.11 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

FLBL vs. TPYP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLBL
FLBL Risk / Return Rank: 2121
Overall Rank
FLBL Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
FLBL Sortino Ratio Rank: 2222
Sortino Ratio Rank
FLBL Omega Ratio Rank: 2424
Omega Ratio Rank
FLBL Calmar Ratio Rank: 1717
Calmar Ratio Rank
FLBL Martin Ratio Rank: 2020
Martin Ratio Rank

TPYP
TPYP Risk / Return Rank: 6060
Overall Rank
TPYP Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
TPYP Sortino Ratio Rank: 5959
Sortino Ratio Rank
TPYP Omega Ratio Rank: 5454
Omega Ratio Rank
TPYP Calmar Ratio Rank: 7575
Calmar Ratio Rank
TPYP Martin Ratio Rank: 5555
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.

FLBL vs. TPYP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Liberty Senior Loan ETF (FLBL) and Tortoise North American Pipeline Fund (TPYP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


FLBLTPYPDifference
Sharpe ratioReturn per unit of total volatility

-1.06

Sortino ratioReturn per unit of downside risk

-1.45

Omega ratioGain probability vs. loss probability

1.16

1.32

-0.16

Calmar ratioReturn relative to maximum drawdown

0.68

3.66

-2.98

Martin ratioReturn relative to average drawdown

2.27

9.01

-6.73

FLBL vs. TPYP - Sharpe Ratio Comparison

The current FLBL Sharpe Ratio is 0.82, which is lower than the TPYP Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of FLBL and TPYP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FLBL vs. TPYP - Drawdown Comparison

The maximum FLBL drawdown since its inception was -19.52%, smaller than the maximum TPYP drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for FLBL and TPYP.


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Drawdown Indicators


FLBLTPYPDifference

Max Drawdown

Largest peak-to-trough decline

-19.52%

-51.91%

+32.39%

Max Drawdown (1Y)

Largest decline over 1 year

-3.18%

-6.84%

+3.66%

Max Drawdown (3Y)

Largest decline over 3 years

-3.91%

-13.17%

+9.26%

Max Drawdown (5Y)

Largest decline over 5 years

-6.80%

-17.96%

+11.16%

Max Drawdown (10Y)

Largest decline over 10 years

-51.91%

Current Drawdown

Current decline from peak

-0.31%

-4.04%

+3.73%

Average Drawdown

Average peak-to-trough decline

-0.99%

-7.88%

+6.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

2.77%

-1.83%

Volatility

FLBL vs. TPYP - Volatility Comparison

The current volatility for Franklin Liberty Senior Loan ETF (FLBL) is 0.74%, while Tortoise North American Pipeline Fund (TPYP) has a volatility of 5.29%. This indicates that FLBL experiences smaller price fluctuations and is considered to be less risky than TPYP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLBLTPYPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.74%

5.29%

-4.55%

Volatility (6M)

Calculated over the trailing 6-month period

2.27%

10.38%

-8.11%

Volatility (1Y)

Calculated over the trailing 1-year period

2.63%

13.33%

-10.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.85%

17.40%

-13.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.70%

21.93%

-16.23%

FLBL vs. TPYP - Expense Ratio Comparison

FLBL has a 0.45% expense ratio, which is higher than TPYP's 0.40% expense ratio.


Dividends

FLBL vs. TPYP - Dividend Comparison

FLBL's dividend yield for the trailing twelve months is around 7.59%, more than TPYP's 3.21% yield.


PositionTTM20252024202320222021202020192018201720162015
FLBL
Franklin Liberty Senior Loan ETF
7.59%7.24%8.05%8.37%5.53%3.57%3.22%3.97%2.21%0.00%0.00%0.00%
TPYP
Tortoise North American Pipeline Fund
3.21%3.91%3.95%4.83%4.48%4.86%6.14%4.45%4.58%3.71%3.49%2.56%

Frequently Asked Questions


FLBL and TPYP have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TPYP has higher volatility (5.29%) compared to FLBL (0.74%). In terms of maximum drawdown, FLBL dropped -19.52% vs TPYP's -51.91%.

On 5-year performance, TPYP leads with 18.21% vs 5.10% for FLBL. On fees, TPYP is cheaper at 0.40% per year. On volatility, FLBL has been the lower-risk option at 0.74%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, TPYP has performed better with a 18.21% return vs 5.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TPYP is cheaper with a 0.40% expense ratio, compared with 0.45% for FLBL.

FLBL has the higher dividend yield at 7.59%, compared with 3.21% for TPYP.

FLBL is categorized as High Yield Bonds, while TPYP is Energy Equities. They also come from different issuers: Franklin Templeton and Tortoise. Their fees differ too: 0.45% for FLBL and 0.40% for TPYP.

TPYP currently has the higher Sharpe Ratio (1.88 vs 0.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for FLBL and TPYP

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