If You Invested in Tortoise Tax-Advantaged Social Infrastructure Fund (TSIFX)
Looking for the current price? See the TSIFX quote & overviewWhat $1,000 or $10,000 in TSIFX Would Be Worth Now
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Mar 27, 2018 |
|---|---|---|---|---|
| $1,000 | — | $1,035 +3% | — | $1,126 +13% |
| $10,000 | — | $10,350 +3% | — | $11,260 +13% |
Based on real historical closing prices, dividend- and split-adjusted, through 2024-08-28. 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 |
|---|---|---|---|---|
| 2018 | $7.47 | $7.64 | +2.3% | +2.3% |
| 2019 | $7.64 | $7.96 | +4.2% | +6.6% |
| 2020 | $7.97 | $8.06 | +1.1% | +7.9% |
| 2021 | $8.06 | $8.41 | +4.4% | +12.6% |
| 2022 | $8.40 | $8.43 | +0.3% | +12.9% |
| 2023 | $8.43 | $8.24 | -2.2% | +10.3% |
| 2024 | $8.24 | $8.41 | +2.0% | +12.6% |
About Tortoise Tax-Advantaged Social Infrastructure Fund
Frequently Asked Questions
Tortoise Tax-Advantaged Social Infrastructure Fund investment returns
How much would $1,000 invested in Tortoise Tax-Advantaged Social Infrastructure Fund be worth today?
If you invested $1,000 in Tortoise Tax-Advantaged Social Infrastructure Fund (TSIFX) 5 years ago on 2021-09-23, your investment would be worth $1,035 as of 2024-08-28, representing a +3.5% total return, growing at a compounded rate of 1.2% 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 over the past 5 years is 1.2%, growing at a compounded rate each year. Individual years vary significantly — TSIFX's best recent year was 2021 (+4.4%) and worst was 2023 (-2.2%).
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