TORIX vs. VBAIX
Compare and contrast key facts about Tortoise MLP & Pipeline Fund (TORIX) and Vanguard Balanced Index Fund Institutional Shares (VBAIX).
TORIX is managed by Tortoise. It was launched on May 30, 2011. VBAIX is managed by Vanguard. It was launched on Dec 1, 2000.
Performance
TORIX vs. VBAIX - Performance Comparison
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TORIX vs. VBAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TORIX Tortoise MLP & Pipeline Fund | 22.82% | 4.94% | 42.91% | 14.18% | 22.20% | 40.84% | -29.47% | 18.33% | -15.14% | -1.04% |
VBAIX Vanguard Balanced Index Fund Institutional Shares | -4.19% | 13.60% | 17.78% | 17.55% | -16.87% | 14.20% | 16.40% | 21.79% | -2.83% | 13.86% |
Returns By Period
In the year-to-date period, TORIX achieves a 22.82% return, which is significantly higher than VBAIX's -4.19% return. Over the past 10 years, TORIX has outperformed VBAIX with an annualized return of 13.24%, while VBAIX has yielded a comparatively lower 9.08% annualized return.
TORIX
- 1D
- -0.81%
- 1M
- 3.91%
- YTD
- 22.82%
- 6M
- 22.35%
- 1Y
- 20.48%
- 3Y*
- 27.94%
- 5Y*
- 24.92%
- 10Y*
- 13.24%
VBAIX
- 1D
- -0.08%
- 1M
- -5.44%
- YTD
- -4.19%
- 6M
- -2.39%
- 1Y
- 10.88%
- 3Y*
- 12.60%
- 5Y*
- 6.93%
- 10Y*
- 9.08%
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TORIX vs. VBAIX - Expense Ratio Comparison
TORIX has a 0.93% expense ratio, which is higher than VBAIX's 0.06% expense ratio.
Return for Risk
TORIX vs. VBAIX — Risk / Return Rank
TORIX
VBAIX
TORIX vs. VBAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tortoise MLP & Pipeline Fund (TORIX) and Vanguard Balanced Index Fund Institutional Shares (VBAIX). 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.
| TORIX | VBAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.01 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.50 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.31 | +0.06 |
Martin ratioReturn relative to average drawdown | 3.76 | 6.21 | -2.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TORIX | VBAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.01 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.63 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.81 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.62 | -0.19 |
Correlation
The correlation between TORIX and VBAIX 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
TORIX vs. VBAIX - Dividend Comparison
TORIX's dividend yield for the trailing twelve months is around 4.14%, less than VBAIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TORIX Tortoise MLP & Pipeline Fund | 4.14% | 5.03% | 4.92% | 4.36% | 5.28% | 4.29% | 5.63% | 4.39% | 4.22% | 2.92% | 1.87% | 5.96% |
VBAIX Vanguard Balanced Index Fund Institutional Shares | 5.86% | 6.01% | 8.01% | 4.36% | 2.84% | 3.20% | 2.65% | 2.29% | 2.33% | 1.96% | 2.10% | 2.10% |
Drawdowns
TORIX vs. VBAIX - Drawdown Comparison
The maximum TORIX drawdown since its inception was -68.58%, which is greater than VBAIX's maximum drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for TORIX and VBAIX.
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Drawdown Indicators
| TORIX | VBAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.58% | -35.82% | -32.76% |
Max Drawdown (1Y)Largest decline over 1 year | -15.10% | -7.80% | -7.30% |
Max Drawdown (5Y)Largest decline over 5 years | -19.75% | -21.52% | +1.77% |
Max Drawdown (10Y)Largest decline over 10 years | -63.04% | -22.77% | -40.27% |
Current DrawdownCurrent decline from peak | -0.89% | -5.84% | +4.95% |
Average DrawdownAverage peak-to-trough decline | -14.96% | -4.45% | -10.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 1.64% | +3.86% |
Volatility
TORIX vs. VBAIX - Volatility Comparison
Tortoise MLP & Pipeline Fund (TORIX) has a higher volatility of 4.14% compared to Vanguard Balanced Index Fund Institutional Shares (VBAIX) at 3.07%. This indicates that TORIX's price experiences larger fluctuations and is considered to be riskier than VBAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TORIX | VBAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 3.07% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 5.93% | +3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 11.28% | +7.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.59% | 11.06% | +8.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.99% | 11.19% | +13.80% |