PortfoliosLab logoPortfoliosLab logo
TNGY vs. LITP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TNGY vs. LITP - Performance Comparison

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

Loading graphics...

TNGY vs. LITP - Yearly Performance Comparison


2026 (YTD)2025
TNGY
Tortoise Energy Fund
14.20%1.81%
LITP
Sprott Lithium Miners ETF
12.16%128.71%

Returns By Period

In the year-to-date period, TNGY achieves a 14.20% return, which is significantly higher than LITP's 12.16% return.


TNGY

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

LITP

1D
1.85%
1M
-3.88%
YTD
12.16%
6M
58.86%
1Y
143.87%
3Y*
-2.12%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TNGY vs. LITP - Expense Ratio Comparison

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


Return for Risk

TNGY vs. LITP — Risk / Return Rank

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

TNGY

LITP
LITP Risk / Return Rank: 9292
Overall Rank
LITP Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
LITP Sortino Ratio Rank: 9393
Sortino Ratio Rank
LITP Omega Ratio Rank: 8484
Omega Ratio Rank
LITP Calmar Ratio Rank: 9696
Calmar Ratio Rank
LITP Martin Ratio Rank: 9393
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. LITP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tortoise Energy Fund (TNGY) and Sprott Lithium Miners ETF (LITP). 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. LITP - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


TNGYLITPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.47

Sharpe Ratio (All Time)

Calculated using the full available price history

1.49

-0.16

+1.65

Correlation

The correlation between TNGY and LITP is 0.08, 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. LITP - Dividend Comparison

TNGY's dividend yield for the trailing twelve months is around 3.44%, less than LITP's 6.61% yield.


TTM202520242023
TNGY
Tortoise Energy Fund
3.44%2.59%0.00%0.00%
LITP
Sprott Lithium Miners ETF
6.61%7.41%6.55%2.80%

Drawdowns

TNGY vs. LITP - Drawdown Comparison

The maximum TNGY drawdown since its inception was -5.30%, smaller than the maximum LITP drawdown of -74.72%. Use the drawdown chart below to compare losses from any high point for TNGY and LITP.


Loading graphics...

Drawdown Indicators


TNGYLITPDifference

Max Drawdown

Largest peak-to-trough decline

-5.30%

-74.72%

+69.42%

Max Drawdown (1Y)

Largest decline over 1 year

-31.12%

Current Drawdown

Current decline from peak

-4.76%

-21.72%

+16.96%

Average Drawdown

Average peak-to-trough decline

-1.58%

-44.05%

+42.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.42%

Volatility

TNGY vs. LITP - Volatility Comparison


Loading graphics...

Volatility by Period


TNGYLITPDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.07%

Volatility (6M)

Calculated over the trailing 6-month period

44.12%

Volatility (1Y)

Calculated over the trailing 1-year period

14.17%

58.60%

-44.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.17%

47.28%

-33.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.17%

47.28%

-33.11%