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TPYP vs. INFR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TPYP vs. INFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tortoise North American Pipeline Fund (TPYP) and ClearBridge Sustainable Infrastructure ETF (INFR). The values are adjusted to include any dividend payments, if applicable.

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TPYP vs. INFR - Yearly Performance Comparison


2026 (YTD)2025202420232022
TPYP
Tortoise North American Pipeline Fund
20.98%7.59%37.37%10.51%1.31%
INFR
ClearBridge Sustainable Infrastructure ETF
1.41%24.00%-6.23%5.20%-0.19%

Returns By Period

In the year-to-date period, TPYP achieves a 20.98% return, which is significantly higher than INFR's 1.41% return.


TPYP

1D
-1.05%
1M
2.89%
YTD
20.98%
6M
18.25%
1Y
20.82%
3Y*
25.55%
5Y*
21.03%
10Y*
13.45%

INFR

1D
0.00%
1M
0.00%
YTD
1.41%
6M
6.28%
1Y
17.50%
3Y*
5.85%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TPYP vs. INFR - Expense Ratio Comparison

TPYP has a 0.40% expense ratio, which is lower than INFR's 0.59% expense ratio.


Return for Risk

TPYP vs. INFR — Risk / Return Rank

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

TPYP
TPYP Risk / Return Rank: 6767
Overall Rank
TPYP Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
TPYP Sortino Ratio Rank: 6666
Sortino Ratio Rank
TPYP Omega Ratio Rank: 7070
Omega Ratio Rank
TPYP Calmar Ratio Rank: 6666
Calmar Ratio Rank
TPYP Martin Ratio Rank: 5959
Martin Ratio Rank

INFR
INFR Risk / Return Rank: 7878
Overall Rank
INFR Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
INFR Sortino Ratio Rank: 7272
Sortino Ratio Rank
INFR Omega Ratio Rank: 7676
Omega Ratio Rank
INFR Calmar Ratio Rank: 8585
Calmar Ratio Rank
INFR Martin Ratio Rank: 8585
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.

TPYP vs. INFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tortoise North American Pipeline Fund (TPYP) and ClearBridge Sustainable Infrastructure ETF (INFR). 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.


TPYPINFRDifference

Sharpe ratio

Return per unit of total volatility

1.26

1.26

0.00

Sortino ratio

Return per unit of downside risk

1.64

1.81

-0.18

Omega ratio

Gain probability vs. loss probability

1.25

1.29

-0.03

Calmar ratio

Return relative to maximum drawdown

1.60

2.51

-0.92

Martin ratio

Return relative to average drawdown

5.57

9.89

-4.32

TPYP vs. INFR - Sharpe Ratio Comparison

The current TPYP Sharpe Ratio is 1.26, which is comparable to the INFR Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of TPYP and INFR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TPYPINFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

1.26

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.61

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.47

-0.03

Correlation

The correlation between TPYP and INFR is 0.45, 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

TPYP vs. INFR - Dividend Comparison

TPYP's dividend yield for the trailing twelve months is around 3.23%, more than INFR's 2.49% yield.


TTM20252024202320222021202020192018201720162015
TPYP
Tortoise North American Pipeline Fund
3.23%3.91%3.95%4.83%4.48%4.86%6.14%4.45%4.58%3.71%3.49%2.56%
INFR
ClearBridge Sustainable Infrastructure ETF
2.49%2.52%2.36%3.06%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

TPYP vs. INFR - Drawdown Comparison

The maximum TPYP drawdown since its inception was -51.91%, which is greater than INFR's maximum drawdown of -19.28%. Use the drawdown chart below to compare losses from any high point for TPYP and INFR.


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Drawdown Indicators


TPYPINFRDifference

Max Drawdown

Largest peak-to-trough decline

-51.91%

-19.28%

-32.63%

Max Drawdown (1Y)

Largest decline over 1 year

-13.17%

-8.93%

-4.24%

Max Drawdown (5Y)

Largest decline over 5 years

-17.96%

Max Drawdown (10Y)

Largest decline over 10 years

-51.91%

Current Drawdown

Current decline from peak

-1.65%

-0.70%

-0.95%

Average Drawdown

Average peak-to-trough decline

-7.97%

-5.16%

-2.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.77%

2.27%

+1.50%

Volatility

TPYP vs. INFR - Volatility Comparison

Tortoise North American Pipeline Fund (TPYP) has a higher volatility of 3.19% compared to ClearBridge Sustainable Infrastructure ETF (INFR) at 0.00%. This indicates that TPYP's price experiences larger fluctuations and is considered to be riskier than INFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TPYPINFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.19%

0.00%

+3.19%

Volatility (6M)

Calculated over the trailing 6-month period

8.94%

5.26%

+3.68%

Volatility (1Y)

Calculated over the trailing 1-year period

16.59%

14.68%

+1.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.32%

14.64%

+2.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.96%

14.64%

+7.32%