INFIX vs. IGE

In the year-to-date period, INFIX achieves a -1.35% return, which is significantly lower than IGE's 0.45% return. Over the past 10 years, INFIX has underperformed IGE with an annualized return of 3.37%, while IGE has yielded a comparatively higher 4.15% annualized return.

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INFIX has a 1.13% expense ratio, which is higher than IGE's 0.46% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Tortoise MLP & Energy Income Fund (INFIX) and iShares North American Natural Resources ETF (IGE). 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 0.70, which is higher than the IGE Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of INFIX and IGE, 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%, more than IGE's 2.59% yield.

The maximum INFIX drawdown since its inception was -64.48%, roughly equal to the maximum IGE drawdown of -67.62%. Use the drawdown chart below to compare losses from any high point for INFIX and IGE.

Tortoise MLP & Energy Income Fund (INFIX) and iShares North American Natural Resources ETF (IGE) have volatilities of 3.74% and 3.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.