INFIX vs. AMLP

In the year-to-date period, INFIX achieves a -1.24% return, which is significantly lower than AMLP's 3.68% return. Over the past 10 years, INFIX has outperformed AMLP with an annualized return of 3.41%, while AMLP has yielded a comparatively lower 3.12% annualized return.

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INFIX has a 1.13% expense ratio, which is higher than AMLP's 0.90% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Tortoise MLP & Energy Income Fund (INFIX) and Alerian MLP ETF (AMLP). 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.

The current INFIX Sharpe Ratio is 0.73, which is comparable to the AMLP Sharpe Ratio of 0.81. The chart below compares the historical Sharpe Ratios of INFIX and AMLP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

INFIX's dividend yield for the trailing twelve months is around 4.13%, less than AMLP's 7.99% yield.

The maximum INFIX drawdown since its inception was -64.48%, smaller than the maximum AMLP drawdown of -77.19%. Use the drawdown chart below to compare losses from any high point for INFIX and AMLP.

The current volatility for Tortoise MLP & Energy Income Fund (INFIX) is 4.34%, while Alerian MLP ETF (AMLP) has a volatility of 5.01%. This indicates that INFIX experiences smaller price fluctuations and is considered to be less risky than AMLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.