TNGY vs. AMJB
Compare and contrast key facts about Tortoise Energy Fund (TNGY) and Alerian MLP Index ETN (AMJB).
TNGY and AMJB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TNGY is an actively managed fund by Tortoise Capital. It was launched on Jun 16, 2025. AMJB is a passively managed fund by JPMorgan that tracks the performance of the Alerian MLP Index. It was launched on Jan 26, 2024.
Performance
TNGY vs. AMJB - Performance Comparison
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TNGY vs. AMJB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TNGY Tortoise Energy Fund | 16.66% | 1.81% |
AMJB Alerian MLP Index ETN | 15.58% | 1.14% |
Returns By Period
In the year-to-date period, TNGY achieves a 16.66% return, which is significantly higher than AMJB's 15.58% return.
TNGY
- 1D
- -1.14%
- 1M
- 3.70%
- YTD
- 16.66%
- 6M
- 17.79%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AMJB
- 1D
- -1.45%
- 1M
- -1.90%
- YTD
- 15.58%
- 6M
- 19.80%
- 1Y
- 10.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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TNGY vs. AMJB - Expense Ratio Comparison
Both TNGY and AMJB have an expense ratio of 0.85%.
Return for Risk
TNGY vs. AMJB — Risk / Return Rank
TNGY
AMJB
TNGY vs. AMJB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tortoise Energy Fund (TNGY) and Alerian MLP Index ETN (AMJB). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| TNGY | AMJB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.75 | 1.10 | +0.66 |
Correlation
The correlation between TNGY and AMJB is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TNGY vs. AMJB - Dividend Comparison
TNGY's dividend yield for the trailing twelve months is around 3.37%, less than AMJB's 5.79% yield.
| TTM | 2025 | 2024 | |
|---|---|---|---|
TNGY Tortoise Energy Fund | 3.37% | 2.59% | 0.00% |
AMJB Alerian MLP Index ETN | 5.79% | 6.52% | 5.99% |
Drawdowns
TNGY vs. AMJB - Drawdown Comparison
The maximum TNGY drawdown since its inception was -5.30%, smaller than the maximum AMJB drawdown of -16.98%. Use the drawdown chart below to compare losses from any high point for TNGY and AMJB.
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Drawdown Indicators
| TNGY | AMJB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.30% | -16.98% | +11.68% |
Max Drawdown (1Y)Largest decline over 1 year | — | -16.98% | — |
Current DrawdownCurrent decline from peak | -2.71% | -4.41% | +1.70% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -3.71% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 6.39% | — |
Volatility
TNGY vs. AMJB - Volatility Comparison
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Volatility by Period
| TNGY | AMJB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.85% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.35% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 20.16% | -6.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.98% | 17.76% | -3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.98% | 17.76% | -3.78% |