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TNGY vs. COPP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TNGY vs. COPP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tortoise Energy Fund (TNGY) and Sprott Copper Miners ETF (COPP). The values are adjusted to include any dividend payments, if applicable.

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TNGY vs. COPP - Yearly Performance Comparison


2026 (YTD)2025
TNGY
Tortoise Energy Fund
14.20%1.81%
COPP
Sprott Copper Miners ETF
5.17%59.69%

Returns By Period

In the year-to-date period, TNGY achieves a 14.20% return, which is significantly higher than COPP's 5.17% return.


TNGY

1D
-2.11%
1M
-0.64%
YTD
14.20%
6M
13.92%
1Y
3Y*
5Y*
10Y*

COPP

1D
2.49%
1M
-15.61%
YTD
5.17%
6M
30.79%
1Y
87.77%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TNGY vs. COPP - Expense Ratio Comparison

TNGY has a 0.85% expense ratio, which is higher than COPP's 0.65% expense ratio.


Return for Risk

TNGY vs. COPP — Risk / Return Rank

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

TNGY

COPP
COPP Risk / Return Rank: 8888
Overall Rank
COPP Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
COPP Sortino Ratio Rank: 8787
Sortino Ratio Rank
COPP Omega Ratio Rank: 8282
Omega Ratio Rank
COPP Calmar Ratio Rank: 9090
Calmar Ratio Rank
COPP Martin Ratio Rank: 9090
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.

TNGY vs. COPP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tortoise Energy Fund (TNGY) and Sprott Copper Miners ETF (COPP). 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.

TNGY vs. COPP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TNGYCOPPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.96

Sharpe Ratio (All Time)

Calculated using the full available price history

1.49

0.92

+0.57

Correlation

The correlation between TNGY and COPP is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TNGY vs. COPP - Dividend Comparison

TNGY's dividend yield for the trailing twelve months is around 3.44%, more than COPP's 2.25% yield.


TTM20252024
TNGY
Tortoise Energy Fund
3.44%2.59%0.00%
COPP
Sprott Copper Miners ETF
2.25%2.37%2.59%

Drawdowns

TNGY vs. COPP - Drawdown Comparison

The maximum TNGY drawdown since its inception was -5.30%, smaller than the maximum COPP drawdown of -44.37%. Use the drawdown chart below to compare losses from any high point for TNGY and COPP.


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Drawdown Indicators


TNGYCOPPDifference

Max Drawdown

Largest peak-to-trough decline

-5.30%

-44.37%

+39.07%

Max Drawdown (1Y)

Largest decline over 1 year

-28.91%

Current Drawdown

Current decline from peak

-4.76%

-17.51%

+12.75%

Average Drawdown

Average peak-to-trough decline

-1.58%

-14.33%

+12.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.54%

Volatility

TNGY vs. COPP - Volatility Comparison


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Volatility by Period


TNGYCOPPDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.20%

Volatility (6M)

Calculated over the trailing 6-month period

34.25%

Volatility (1Y)

Calculated over the trailing 1-year period

14.17%

44.94%

-30.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.17%

40.02%

-25.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.17%

40.02%

-25.85%