If You Invested in Tortoise Tax-Advantaged Social Infrastructure Fund (TSIFX)
See the TSIFX overviewWhat $1,000 or $10,000 in TSIFX Was Worth at Its Last Close
Real historical value by amount invested and how long before the last close| If you invested | 1 year before | 5 years before | 10 years before | Since Mar 27, 2018 |
|---|---|---|---|---|
| $1,000 | $1,008 +1% | $838 -16% | — | $841 -16% |
| $10,000 | $10,084 +1% | $8,385 -16% | — | $8,410 -16% |
Based on real historical closing prices adjusted for stock splits, without dividends, through 2024-08-28. Figures with dividends reinvest each cash dividend at the previous close less the dividend, before taxes. Past performance does not guarantee future results.
Custom Calculation
Choose your own date and amount for TSIFX$1,000 Investment Over Time
TSIFX vs S&P 500Year-by-Year Returns
TSIFX annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2018Mar 27 to Dec 31 | $10.00 | $9.93 | -0.7% | -0.7% |
| 2019 | $9.93 | $9.86 | -0.7% | -1.4% |
| 2020 | $9.86 | $9.50 | -3.7% | -5.0% |
| 2021 | $9.50 | $9.51 | +0.1% | -4.9% |
| 2022 | $9.51 | $8.92 | -6.2% | -10.8% |
| 2023 | $8.92 | $8.37 | -6.2% | -16.3% |
| 2024Dec 29, 2023 to Aug 28 | $8.37 | $8.41 | +0.5% | -15.9% |
About Tortoise Tax-Advantaged Social Infrastructure Fund
Frequently Asked Questions
Tortoise Tax-Advantaged Social Infrastructure Fund investment returns
How much was $1,000 invested in Tortoise Tax-Advantaged Social Infrastructure Fund worth at its last close?
If you invested $1,000 in Tortoise Tax-Advantaged Social Infrastructure Fund (TSIFX) 5 years before its last close, on 2019-08-28, your investment was worth $838 on 2024-08-28, a -16.2% price return without dividends, growing at a compounded rate of -3.5% per year (CAGR).
Has Tortoise Tax-Advantaged Social Infrastructure Fund outperformed the S&P 500?
Comparison data requires at least 10 years of trading history. Use the calculator above to compare TSIFX performance over available time periods.
What is Tortoise Tax-Advantaged Social Infrastructure Fund's average annual return?
The compound annual growth rate (CAGR) of TSIFX’s share price over the 5 years to Aug 28, 2024 is -3.5%, without dividends. Individual years vary a great deal, and TSIFX’s best recent full year was 2021 (+0.1%) while the worst was 2022 (-6.2%).
For informational and educational purposes only, not investment advice.
