Equity Energy: Total Returns

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Data through 9/22/2014. 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 -2.68 8.18 -6.02 10.30 9.32 7.47
Cavanal Hill World Energy A AAWEX -2.46 --- -3.78 --- --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -2.46 --- -3.78 --- --- ---
Cavanal Hill World Energy C ACWEX -2.64 --- -4.06 --- --- ---
Cavanal Hill World Energy Institutional AIWEX -2.46 --- -3.74 --- --- ---
Cavanal Hill World Energy Investor APWEX -2.55 --- -3.86 --- --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -2.94 5.90 -8.03 9.36 8.95 5.24
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -2.94 5.90 -8.03 9.36 8.95 5.24
BlackRock All-Cap Engy & Res Investor B BACBX -3.05 5.31 -8.18 8.53 8.12 4.45
BlackRock All-Cap Engy & Res Investor C BACCX -3.04 5.30 -8.22 8.51 8.17 4.48
BlackRock All-Cap Engy & Res Instl BACIX -2.92 6.19 -7.91 9.80 9.40 5.68
BlackRock All-Cap Engy & Res Svc BACSX -3.00 5.89 -8.01 9.36 9.00 5.28
Baron Energy and Resources Retail BENFX -3.02 11.15 -7.52 17.33 --- ---
Baron Energy and Resources Institutional BENIX -3.00 11.25 -7.47 17.57 --- ---
BP Capital TwinLine Energy A BPEAX -3.38 15.70 -4.10 --- --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -3.38 15.70 -4.10 --- --- ---
BP Capital TwinLine Energy I BPEIX -3.34 15.75 -4.02 --- --- ---
Calvert Global Alternative Energy I CAEIX -3.38 -1.72 -6.31 5.69 10.61 -6.14
Calvert Global Alternative Energy C CGACX -3.47 -2.66 -6.70 4.35 8.98 -7.50
Calvert Global Alternative Energy A CGAEX -3.43 -2.01 -6.39 5.32 10.06 -6.58
Calvert Global Alternative Energy A LW CGAEX.LW -3.43 -2.01 -6.39 5.32 10.06 -6.58
Calvert Global Alternative Energy Y CGAYX -3.44 -1.81 -6.41 5.56 10.34 ---
MainStay Cushing® Royalty Energy Inc A CURAX -3.12 5.16 -2.73 8.90 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -3.12 5.16 -2.73 8.90 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -3.17 4.60 -2.88 8.13 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -3.06 --- --- --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -3.10 5.30 -2.66 9.16 --- ---
Fidelity Advisor® Energy T FAGNX -4.70 5.70 -9.28 8.46 15.62 9.13
Fidelity Advisor® Energy A FANAX -4.67 5.87 -9.22 8.73 15.87 9.36
Fidelity Advisor® Energy A Load Waived FANAX.LW -4.67 5.87 -9.22 8.73 15.87 9.36
Fidelity Advisor® Energy I FANIX -4.67 6.08 -9.17 8.99 16.20 9.68
Fidelity Advisor® Energy B FANRX -4.74 5.25 -9.42 7.84 14.97 8.52
Fidelity® Select Natural Resources Port FNARX -5.64 7.17 -9.80 7.77 12.48 8.14
Fidelity Advisor® Energy C FNRCX -4.74 5.30 -9.41 7.90 15.02 8.55
Fidelity® Select Energy Portfolio FSENX -4.66 6.08 -9.19 9.03 16.11 9.61
Fidelity® Select Energy Service Port FSESX -6.55 5.69 -10.19 7.20 15.05 9.13
Fidelity® Select Natural Gas Portfolio FSNGX -4.50 11.50 -8.86 16.11 16.42 6.42
Invesco Energy Inv FSTEX -4.70 7.10 -9.38 10.81 13.39 7.08
Guinness Atkinson Alternative Energy GAAEX -2.11 4.76 -6.28 11.17 9.81 -8.29
Guinness Atkinson Global Energy GAGEX -4.89 7.83 -10.40 14.25 15.24 7.56
ICON Energy A ICEAX -4.65 -2.63 -9.54 2.54 13.02 ---
ICON Energy A Load Waived ICEAX.LW -4.65 -2.63 -9.54 2.54 13.02 ---
ICON Energy C ICEEX -4.74 -3.24 -9.76 1.67 12.12 ---
ICON Energy S ICENX -4.63 -2.45 -9.46 2.79 13.36 7.48
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -3.79 11.40 -5.46 20.25 21.52 19.02
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -3.79 11.40 -5.46 20.25 21.52 19.02
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -3.79 --- -5.58 --- --- ---
Invesco Energy C IEFCX -4.76 6.53 -9.54 10.00 12.55 6.28
Invesco Energy A IENAX -4.71 7.12 -9.36 10.84 13.39 7.09
Invesco Energy A Load Waived IENAX.LW -4.71 7.12 -9.36 10.84 13.39 7.09
Invesco Energy B IENBX -4.78 6.52 -9.55 9.98 12.54 6.28
Invesco Energy R5 IENIX -4.68 7.39 -9.28 11.22 13.80 7.48
Ivy Energy R6 IENRX -3.78 --- --- --- --- ---
Invesco Energy Y IENYX -4.69 7.31 -9.32 11.10 13.68 7.35
Ivy Energy A IEYAX -3.78 10.20 -7.53 13.20 16.99 9.77
Ivy Energy A Load Waived IEYAX.LW -3.78 10.20 -7.53 13.20 16.99 9.77
Ivy Energy B IEYBX -3.80 9.63 -7.70 12.33 16.01 8.81
Ivy Energy C IEYCX -3.87 9.71 -7.71 12.53 16.24 9.05
Ivy Energy Y IEYYX -3.79 10.29 -7.50 13.40 17.17 9.91
Ivy Energy I IVEIX -3.78 10.52 -7.44 13.67 17.47 10.21
Ivy Energy R IYEFX -3.79 10.08 -7.55 13.01 --- ---
BlackRock Natural Resources Instl MAGRX -4.96 6.00 -8.94 8.06 12.32 7.29
BlackRock Natural Resources Inv B MBGRX -5.05 5.21 -9.17 6.90 11.13 6.16
BlackRock Natural Resources Inv C MCGRX -5.05 5.21 -9.18 6.94 11.15 6.17
BlackRock Natural Resources Inv A MDGRX -4.98 5.83 -8.99 7.79 12.03 7.01
BlackRock Natural Resources Inv A LW MDGRX.LW -4.98 5.83 -8.99 7.79 12.03 7.01
ProFunds Oil Equipment Svc & Dist Inv OEPIX -8.20 14.62 -11.42 19.17 22.72 11.95
ProFunds Oil Equipment Svc & Dist Svc OEPSX -8.27 13.78 -11.65 18.03 21.51 10.84
Putnam Global Energy A PGEAX -4.54 6.80 -9.06 10.40 13.37 6.96
Putnam Global Energy A Load Waived PGEAX.LW -4.54 6.80 -9.06 10.40 13.37 6.96
Putnam Global Energy C PGECX -4.55 6.25 -9.19 9.58 12.54 6.16
Putnam Global Energy B PGEDX -4.55 6.25 -9.19 9.59 12.56 6.17
Putnam Global Energy Y PGEIX -4.53 6.99 -8.98 10.69 13.69 7.23
Putnam Global Energy M PGENX -4.51 6.47 -9.11 9.87 12.82 6.44
Putnam Global Energy R PGETX -4.52 6.71 -9.07 10.18 13.14 6.71
Rydex Energy Adv RYEAX -5.39 3.98 -10.14 9.19 14.36 8.27
Rydex Energy C RYECX -5.41 3.63 -10.23 8.70 13.80 7.74
Rydex Energy Inv RYEIX -5.36 4.37 -10.02 9.80 14.96 8.83
Rydex Energy A RYENX -5.38 4.18 -10.08 9.48 14.62 8.53
Rydex Energy A Load Waived RYENX.LW -5.38 4.18 -10.08 9.48 14.62 8.53
Rydex Energy Services A RYESX -6.52 -0.79 -12.91 1.03 11.12 7.24
Rydex Energy Services A Load Waived RYESX.LW -6.52 -0.79 -12.91 1.03 11.12 7.24
Rydex Energy Services Adv RYVAX -6.56 -0.97 -12.99 0.77 10.84 6.97
Rydex Energy Services C RYVCX -6.58 -1.32 -13.08 0.27 10.29 6.43
Rydex Energy Services Inv RYVIX -6.52 -0.61 -12.87 1.27 11.39 7.50
BlackRock Energy & Resources Instl SGLSX -5.66 1.48 -14.10 3.30 5.68 3.65
BlackRock Energy & Resources Inv C SSGDX -5.75 0.71 -14.31 2.22 4.58 2.54
BlackRock Energy & Resources Inv B SSGPX -5.74 0.67 -14.33 2.20 4.55 2.50
BlackRock Energy & Resources Inv A SSGRX -5.69 1.28 -14.16 3.00 5.35 3.30
BlackRock Energy & Resources Inv A LW SSGRX.LW -5.69 1.28 -14.16 3.00 5.35 3.30
Tortoise North American Engy Indep C TNPCX -5.19 7.08 -13.22 7.85 --- ---
Tortoise North American Engy Indep Instl TNPIX -5.05 7.88 -12.93 8.94 --- ---
Tortoise North American Engy Indep Inv TNPTX -5.07 7.73 -13.03 8.69 --- ---
Tortoise Select Opportunity C TOPCX -2.08 17.68 -1.69 --- --- ---
Tortoise Select Opportunity Instl TOPIX -2.06 18.54 -1.44 --- --- ---
Tortoise Select Opportunity Investor TOPTX -2.07 18.35 -1.52 --- --- ---
Vanguard Energy Index Adm VENAX -4.12 5.78 -7.81 12.68 17.31 11.97
Vanguard Energy Adm VGELX -3.67 4.70 -9.22 9.69 13.39 7.78
Vanguard Energy Inv VGENX -3.68 4.66 -9.23 9.62 13.33 7.72
Waddell & Reed Energy A WEGAX -3.94 10.46 -7.77 13.43 17.27 9.85
Waddell & Reed Energy A Load Waived WEGAX.LW -3.94 10.46 -7.77 13.43 17.27 9.85
Waddell & Reed Energy B WEGBX -4.03 9.46 -8.07 12.12 15.80 8.56
Waddell & Reed Energy C WEGCX -3.97 9.76 -7.96 12.43 16.27 8.94
Waddell & Reed Energy Y WEGYX -3.89 10.82 -7.68 13.98 17.90 10.43
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