Summary
TCAI
Prices · period metrics · 12M
NAV as of 16/07/2026
05/08/2025 → 28/05/2026
Return 85.04% Volatility 36.06% Sharpe 4.06
Official loaded data — not a live quote.

TORTOISE AI INFRASTRUCTURE ETF

Symbol: TCAI

Exchange: NYSE

Sector: Technology

Category: Infrastructure

Inception date: 04/08/2025

Latest date: 16/07/2026

Current price: $46.65

Expense ratio: 0.65%

Assets under management
$277.6M
-2.24% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-14.48%

Ann. 1074.97% (Sharpe / Sortino numerator)

Volatility

45.79%

Sharpe ratio

23.395

VaR 95%

-4.52%

CVaR 95%: -4.74%
Max drawdown: -8.28%
Sortino ratio: 39.218
Calmar ratio: 129.81

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

12.33%

Ann. 321.87% (Sharpe / Sortino numerator)

Volatility

44.45%

Sharpe ratio

7.160

VaR 95%

-5.34%

CVaR 95%: -5.83%
Max drawdown: -11.72%
Sortino ratio: 9.396
Calmar ratio: 27.47

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

42.31%

Ann. 189.08% (Sharpe / Sortino numerator)

Volatility

39.97%

Sharpe ratio

4.640

VaR 95%

-4.96%

CVaR 95%: -5.66%
Max drawdown: -12.02%
Sortino ratio: 6.072
Calmar ratio: 15.73

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

85.04%

Ann. 149.87% (Sharpe / Sortino numerator)

Volatility

36.06%

Sharpe ratio

4.056

VaR 95%

-4.35%

CVaR 95%: -5.31%
Max drawdown: -15.80%
Sortino ratio: 5.298
Calmar ratio: 9.49

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 05/08/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.291%

Best day

6.317%

06/02/2026
Worst day

-7.393%

05/06/2026
Days with data

237

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $47.72 $47.95 $46.07 $46.65 112,100
15/07/2026 $50.57 $50.57 $47.57 $49.18 165,400
14/07/2026 $51.33 $51.49 $50.28 $50.29 38,300
13/07/2026 $50.44 $50.75 $49.49 $49.82 72,100
10/07/2026 $51.59 $52.10 $51.06 $51.73 56,100
09/07/2026 $52.52 $53.29 $51.97 $52.09 55,700
08/07/2026 $50.01 $50.80 $48.29 $50.70 89,900
07/07/2026 $50.22 $50.22 $47.79 $49.22 115,200
06/07/2026 $50.99 $52.63 $50.99 $51.36 70,700
02/07/2026 $53.01 $53.02 $49.00 $49.79 142,600