Equity Energy: Total Returns

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Data through 8/1/2014. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Equity Energy -5.90 9.50 1.52 16.16 3.56 10.38
Cavanal Hill World Energy A AAWEX -4.82 --- 0.85 --- --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -4.82 --- 0.85 --- --- ---
Cavanal Hill World Energy C ACWEX -4.83 --- 0.75 --- --- ---
Cavanal Hill World Energy Institutional AIWEX -4.82 --- 0.89 --- --- ---
Cavanal Hill World Energy Investor APWEX -4.82 --- 0.86 --- --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -5.03 8.91 1.71 16.64 -0.26 8.76
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -5.03 8.91 1.71 16.64 -0.26 8.76
BlackRock All-Cap Engy & Res Investor B BACBX -5.07 8.41 1.48 15.76 -1.00 7.94
BlackRock All-Cap Engy & Res Investor C BACCX -5.06 8.47 1.55 15.80 -0.95 7.97
BlackRock All-Cap Engy & Res Instl BACIX -5.00 9.12 1.78 17.13 0.16 9.21
BlackRock All-Cap Engy & Res Svc BACSX -5.02 8.89 1.71 16.62 -0.21 8.80
Baron Energy and Resources Retail BENFX -7.02 12.92 3.80 24.41 --- ---
Baron Energy and Resources Institutional BENIX -7.04 13.01 3.86 24.63 --- ---
BP Capital TwinLine Energy A BPEAX -5.01 14.65 1.01 --- --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -5.01 14.65 1.01 --- --- ---
BP Capital TwinLine Energy I BPEIX -5.01 14.65 1.06 --- --- ---
Calvert Global Alternative Energy I CAEIX -6.99 -1.46 -1.59 7.81 0.31 -4.88
Calvert Global Alternative Energy C CGACX -7.17 -2.24 -1.96 6.23 -1.16 -6.28
Calvert Global Alternative Energy A CGAEX -7.09 -1.74 -1.74 7.31 -0.22 -5.34
Calvert Global Alternative Energy A LW CGAEX.LW -7.09 -1.74 -1.74 7.31 -0.22 -5.34
Calvert Global Alternative Energy Y CGAYX -7.08 -1.55 -1.68 7.49 0.09 ---
MainStay Cushing® Royalty Energy Inc A CURAX -2.92 6.42 2.59 9.14 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -2.92 6.42 2.59 9.14 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -3.02 5.93 2.35 8.26 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX --- --- --- --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -2.96 6.50 2.58 9.33 --- ---
Fidelity Advisor® Energy T FAGNX -5.32 9.21 1.36 14.74 6.01 13.10
Fidelity Advisor® Energy A FANAX -5.31 9.37 1.43 15.01 6.23 13.35
Fidelity Advisor® Energy A Load Waived FANAX.LW -5.31 9.37 1.43 15.01 6.23 13.35
Fidelity Advisor® Energy I FANIX -5.29 9.54 1.51 15.32 6.54 13.68
Fidelity Advisor® Energy B FANRX -5.35 8.87 1.24 14.13 5.43 12.48
Fidelity® Select Natural Resources Port FNARX -5.37 11.91 2.62 16.05 4.16 12.27
Fidelity Advisor® Energy C FNRCX -5.38 8.89 1.23 14.17 5.45 12.51
Fidelity® Select Energy Portfolio FSENX -5.29 9.57 1.54 15.39 6.53 13.60
Fidelity® Select Energy Service Port FSESX -5.66 12.89 5.09 20.02 3.45 14.53
Fidelity® Select Natural Gas Portfolio FSNGX -5.79 15.13 1.05 24.41 8.31 10.41
Invesco Energy Inv FSTEX -5.11 11.42 1.68 17.87 3.56 10.65
Guinness Atkinson Alternative Energy GAAEX -9.62 1.25 -1.94 12.22 -4.35 -7.69
Guinness Atkinson Global Energy GAGEX -7.48 11.34 1.01 24.36 4.67 11.11
ICON Energy A ICEAX -5.54 0.78 -1.48 7.08 5.10 ---
ICON Energy A Load Waived ICEAX.LW -5.54 0.78 -1.48 7.08 5.10 ---
ICON Energy C ICEEX -5.64 0.26 -1.72 6.16 4.28 ---
ICON Energy S ICENX -5.56 0.90 -1.43 7.31 5.46 10.68
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -4.35 12.57 3.36 25.87 10.01 20.67
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -4.35 12.57 3.36 25.87 10.01 20.67
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -4.34 --- 3.49 --- --- ---
Invesco Energy C IEFCX -5.18 10.93 1.49 16.98 2.79 9.83
Invesco Energy A IENAX -5.11 11.42 1.67 17.87 3.56 10.65
Invesco Energy A Load Waived IENAX.LW -5.11 11.42 1.67 17.87 3.56 10.65
Invesco Energy B IENBX -5.17 10.93 1.50 16.98 2.79 9.83
Invesco Energy R5 IENIX -5.07 11.66 1.79 18.28 3.95 11.07
Ivy Energy R6 IENRX --- --- --- --- --- ---
Invesco Energy Y IENYX -5.07 11.60 1.75 18.18 3.83 10.94
Ivy Energy A IEYAX -6.10 12.20 2.54 20.03 6.47 12.79
Ivy Energy A Load Waived IEYAX.LW -6.10 12.20 2.54 20.03 6.47 12.79
Ivy Energy B IEYBX -6.12 11.76 2.39 19.22 5.60 11.81
Ivy Energy C IEYCX -6.15 11.81 2.36 19.43 5.82 12.06
Ivy Energy Y IEYYX -6.09 12.27 2.57 20.26 6.64 12.94
Ivy Energy I IVEIX -6.05 12.48 2.65 20.61 6.90 13.23
Ivy Energy R IYEFX -6.12 12.09 2.48 19.92 --- ---
BlackRock Natural Resources Instl MAGRX -4.86 10.23 2.21 16.70 4.06 10.69
BlackRock Natural Resources Inv B MBGRX -4.94 9.58 1.96 15.45 2.96 9.53
BlackRock Natural Resources Inv C MCGRX -4.94 9.58 1.96 15.51 2.98 9.53
BlackRock Natural Resources Inv A MDGRX -4.88 10.08 2.15 16.41 3.79 10.40
BlackRock Natural Resources Inv A LW MDGRX.LW -4.88 10.08 2.15 16.41 3.79 10.40
ProFunds Oil Equipment Svc & Dist Inv OEPIX -9.00 22.30 8.84 32.59 4.97 18.85
ProFunds Oil Equipment Svc & Dist Svc OEPSX -9.07 21.58 8.55 31.32 3.93 17.68
Putnam Global Energy A PGEAX -6.51 11.54 2.59 18.04 5.68 10.12
Putnam Global Energy A Load Waived PGEAX.LW -6.51 11.54 2.59 18.04 5.68 10.12
Putnam Global Energy C PGECX -6.54 11.03 2.37 17.11 4.87 9.30
Putnam Global Energy B PGEDX -6.54 11.03 2.37 17.13 4.88 9.30
Putnam Global Energy Y PGEIX -6.49 11.65 2.65 18.26 5.92 10.39
Putnam Global Energy M PGENX -6.54 11.22 2.47 17.44 5.15 9.57
Putnam Global Energy R PGETX -6.50 11.41 2.48 17.71 5.40 9.85
Rydex Energy Adv RYEAX -5.94 7.93 1.15 14.77 5.15 11.82
Rydex Energy C RYECX -5.97 7.62 1.08 14.25 4.64 11.25
Rydex Energy Inv RYEIX -5.89 8.25 1.32 15.40 5.70 12.38
Rydex Energy A RYENX -5.92 8.11 1.26 15.10 5.39 12.08
Rydex Energy A Load Waived RYENX.LW -5.92 8.11 1.26 15.10 5.39 12.08
Rydex Energy Services A RYESX -7.63 6.36 1.08 11.54 1.96 12.40
Rydex Energy Services A Load Waived RYESX.LW -7.63 6.36 1.08 11.54 1.96 12.40
Rydex Energy Services Adv RYVAX -7.64 6.23 1.02 11.29 1.71 12.12
Rydex Energy Services C RYVCX -7.69 5.92 0.90 10.72 1.20 11.56
Rydex Energy Services Inv RYVIX -7.61 6.51 1.14 11.81 2.21 12.68
BlackRock Energy & Resources Instl SGLSX -9.36 6.69 -2.90 14.06 -4.51 8.28
BlackRock Energy & Resources Inv C SSGDX -9.44 6.06 -3.15 12.89 -5.52 7.12
BlackRock Energy & Resources Inv B SSGPX -9.47 6.00 -3.16 12.82 -5.54 7.09
BlackRock Energy & Resources Inv A SSGRX -9.38 6.53 -2.96 13.72 -4.81 7.91
BlackRock Energy & Resources Inv A LW SSGRX.LW -9.38 6.53 -2.96 13.72 -4.81 7.91
Tortoise North American Engy Indep C TNPCX -7.41 13.20 1.71 18.66 --- ---
Tortoise North American Engy Indep Instl TNPIX -7.33 13.80 1.92 19.78 --- ---
Tortoise North American Engy Indep Inv TNPTX -7.34 13.73 1.84 19.62 --- ---
Tortoise Select Opportunity C TOPCX -2.96 16.33 4.58 --- --- ---
Tortoise Select Opportunity Instl TOPIX -2.79 17.10 4.82 --- --- ---
Tortoise Select Opportunity Investor TOPTX -2.87 16.91 4.73 --- --- ---
Vanguard Energy Index Adm VENAX -4.65 8.66 2.28 16.64 8.90 15.04
Vanguard Energy Adm VGELX -5.51 8.03 0.08 15.85 5.14 10.88
Vanguard Energy Inv VGENX -5.53 8.00 0.07 15.79 5.08 10.81
Waddell & Reed Energy A WEGAX -6.11 12.69 2.73 20.70 6.59 13.07
Waddell & Reed Energy A Load Waived WEGAX.LW -6.11 12.69 2.73 20.70 6.59 13.07
Waddell & Reed Energy B WEGBX -6.24 11.83 2.36 19.21 5.26 11.73
Waddell & Reed Energy C WEGCX -6.19 12.07 2.48 19.61 5.69 12.14
Waddell & Reed Energy Y WEGYX -6.08 12.98 2.80 21.25 7.17 13.68
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