Equity Energy: Total Returns

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Data through 7/7/2015. 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 -6.61 -5.28 -7.37 -30.68 0.95 2.68
Cavanal Hill World Energy A AAWEX -4.28 -2.37 -5.75 -18.26 --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -4.28 -2.37 -5.75 -18.26 --- ---
Cavanal Hill World Energy C ACWEX -4.37 -2.85 -5.93 -18.93 --- ---
Cavanal Hill World Energy Institutional AIWEX -4.33 -2.36 -5.69 -18.14 --- ---
Cavanal Hill World Energy Investor APWEX -4.41 -2.48 -5.77 -18.35 --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -6.53 -9.21 -8.45 -29.80 1.01 -0.15
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -6.53 -9.21 -8.45 -29.80 1.01 -0.15
BlackRock All-Cap Engy & Res Investor B BACBX -6.53 -9.49 -8.55 -30.27 0.26 -0.88
BlackRock All-Cap Engy & Res Investor C BACCX -6.54 -9.50 -8.56 -30.26 0.27 -0.86
BlackRock All-Cap Engy & Res Instl BACIX -6.43 -8.98 -8.30 -29.48 1.42 0.27
BlackRock All-Cap Engy & Res Svc BACSX -6.52 -9.19 -8.43 -29.77 1.03 -0.11
Baron Energy and Resources Retail BENFX -6.40 -0.97 -6.83 -28.11 5.51 ---
Baron Energy and Resources Institutional BENIX -6.44 -0.86 -6.78 -27.93 5.74 ---
BP Capital TwinLine Energy A BPEAX -6.98 0.26 -7.66 -17.88 --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -6.98 0.26 -7.66 -17.88 --- ---
BP Capital TwinLine Energy C BPECX -6.99 --- -7.80 --- --- ---
BP Capital TwinLine Energy I BPEIX -6.93 0.42 -7.60 -17.71 --- ---
Calvert Global Energy Solutions I CAEIX -7.36 0.44 -7.48 -14.79 10.65 -2.33
Calvert Global Energy Solutions C CGACX -7.35 -0.32 -7.76 -16.00 9.04 -3.75
Calvert Global Energy Solutions A CGAEX -7.22 0.30 -7.48 -15.12 10.14 -2.78
Calvert Global Energy Solutions A LW CGAEX.LW -7.22 0.30 -7.48 -15.12 10.14 -2.78
Calvert Global Energy Solutions Y CGAYX -7.22 0.29 -7.47 -14.95 10.38 ---
MainStay Cushing® Royalty Energy Inc A CURAX -7.08 -16.23 -9.76 -54.19 -19.44 ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -7.08 -16.23 -9.76 -54.19 -19.44 ---
MainStay Cushing® Royalty Energy Inc C CURCX -7.13 -16.56 -9.88 -54.53 -20.03 ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -7.08 -16.22 -9.66 --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -7.13 -16.20 -9.69 -54.08 -19.24 ---
Fidelity Advisor® Energy T FAGNX -5.65 -3.38 -6.87 -26.71 4.45 6.73
Fidelity Advisor® Energy A FANAX -5.61 -3.22 -6.80 -26.52 4.68 6.97
Fidelity Advisor® Energy A Load Waived FANAX.LW -5.61 -3.22 -6.80 -26.52 4.68 6.97
Fidelity Advisor® Energy I FANIX -5.62 -3.12 -6.75 -26.34 4.96 7.27
Fidelity Advisor® Energy B FANRX -5.67 -3.62 -6.99 -27.10 3.87 6.14
Fidelity® Select Natural Resources Port FNARX -6.03 -2.66 -7.30 -27.29 3.40 5.08
Fidelity Advisor® Energy C FNRCX -5.67 -3.63 -6.98 -27.07 3.91 6.18
Fidelity® Select Energy Portfolio FSENX -5.60 -3.14 -6.73 -26.49 4.86 7.18
Fidelity® Select Energy Service Port FSESX -8.50 -6.42 -4.32 -40.27 0.10 2.96
Fidelity® Select Natural Gas Portfolio FSNGX -7.34 -7.72 -8.40 -33.69 1.72 3.37
Invesco Energy Inv FSTEX -7.00 -6.75 -7.46 -33.52 0.38 2.68
Guinness Atkinson Alternative Energy GAAEX -13.01 -6.14 -11.81 -27.05 9.07 -8.04
Guinness Atkinson Global Energy GAGEX -8.21 -7.85 -9.74 -37.49 0.41 1.36
ICON Energy A ICEAX -4.38 -4.17 -5.51 -29.79 0.99 ---
ICON Energy A Load Waived ICEAX.LW -4.38 -4.17 -5.51 -29.79 0.99 ---
ICON Energy C ICEEX -4.43 -4.57 -5.73 -30.37 0.20 ---
ICON Energy S ICENX -4.36 -4.09 -5.49 -29.66 1.26 4.57
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -4.87 -2.24 -7.35 -25.69 9.40 12.07
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -4.87 -2.24 -7.35 -25.69 9.40 12.07
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -4.72 -2.42 -7.38 -26.04 --- ---
Invesco Energy C IEFCX -7.07 -7.13 -7.62 -34.02 -0.37 1.91
Invesco Energy A IENAX -6.98 -6.75 -7.45 -33.50 0.39 2.68
Invesco Energy A Load Waived IENAX.LW -6.98 -6.75 -7.45 -33.50 0.39 2.68
Invesco Energy B IENBX -7.07 -7.14 -7.65 -34.02 -0.38 1.91
Invesco Energy R5 IENIX -6.93 -6.54 -7.37 -33.25 0.76 3.06
Ivy Energy R6 IENRX -5.91 -1.69 -5.79 --- --- ---
Invesco Energy Y IENYX -6.96 -6.62 -7.38 -33.35 0.63 2.94
Ivy Energy A IEYAX -5.96 -2.02 -5.90 -26.10 6.68 6.05
Ivy Energy A Load Waived IEYAX.LW -5.96 -2.02 -5.90 -26.10 6.68 6.05
Ivy Energy B IEYBX -5.98 -2.40 -6.05 -26.69 5.81 5.14
Ivy Energy C IEYCX -6.03 -2.29 -6.03 -26.55 6.03 5.37
Ivy Energy Y IEYYX -5.96 -1.93 -5.89 -25.98 6.87 6.21
Ivy Energy I IVEIX -5.92 -1.76 -5.80 -25.80 7.13 6.47
Ivy Energy R IYEFX -5.92 -2.03 -5.92 -26.22 --- ---
BlackRock Natural Resources Instl MAGRX -5.68 -6.18 -6.71 -29.46 1.31 2.62
BlackRock Natural Resources Inv B MBGRX -5.76 -6.71 -6.95 -30.22 0.22 1.53
BlackRock Natural Resources Inv C MCGRX -5.76 -6.67 -6.95 -30.18 0.26 1.55
BlackRock Natural Resources Inv A MDGRX -5.70 -6.31 -6.77 -29.64 1.04 2.34
BlackRock Natural Resources Inv A LW MDGRX.LW -5.70 -6.31 -6.77 -29.64 1.04 2.34
ProFunds Oil Equipment Svc & Dist Inv OEPIX -8.35 -6.89 -7.74 -42.53 5.44 7.66
ProFunds Oil Equipment Svc & Dist Svc OEPSX -8.39 -7.39 -7.96 -43.11 4.37 6.57
Putnam Global Energy A PGEAX -6.29 -8.62 -6.47 -37.20 -2.76 1.63
Putnam Global Energy A Load Waived PGEAX.LW -6.29 -8.62 -6.47 -37.20 -2.76 1.63
Putnam Global Energy C PGECX -6.33 -8.90 -6.61 -37.64 -3.46 0.88
Putnam Global Energy B PGEDX -6.34 -8.99 -6.62 -37.67 -3.49 0.86
Putnam Global Energy Y PGEIX -6.34 -8.48 -6.43 -37.03 -2.50 1.87
Putnam Global Energy M PGENX -6.35 -8.88 -6.53 -37.51 -3.25 1.13
Putnam Global Energy R PGETX -6.26 -8.62 -6.44 -37.32 -2.98 1.40
Rydex Energy Adv RYEAX -6.62 -5.67 -8.09 -32.50 0.82 3.53
Rydex Energy C RYECX -6.68 -5.95 -8.21 -32.88 0.31 3.01
Rydex Energy Inv RYEIX -6.57 -5.42 -7.96 -32.18 1.34 4.05
Rydex Energy A RYENX -6.61 -5.44 -8.04 -32.27 1.11 3.79
Rydex Energy A Load Waived RYENX.LW -6.61 -5.44 -8.04 -32.27 1.11 3.79
Rydex Energy Services A RYESX -10.50 -8.92 -7.15 -43.55 -4.57 0.26
Rydex Energy Services A Load Waived RYESX.LW -10.50 -8.92 -7.15 -43.55 -4.57 0.26
Rydex Energy Services Adv RYVAX -10.51 -9.12 -7.25 -43.76 -4.85 -0.01
Rydex Energy Services C RYVCX -10.57 -9.29 -7.35 -43.99 -5.30 -0.50
Rydex Energy Services Inv RYVIX -10.48 -8.80 -7.09 -43.41 -4.34 0.51
BlackRock Energy & Resources Instl SGLSX -9.10 -9.19 -10.58 -41.52 -5.87 -3.15
BlackRock Energy & Resources Inv C SSGDX -9.17 -9.69 -10.81 -42.13 -6.85 -4.18
BlackRock Energy & Resources Inv B SSGPX -9.21 -9.67 -10.83 -42.14 -6.86 -4.20
BlackRock Energy & Resources Inv A SSGRX -9.14 -9.36 -10.64 -41.70 -6.15 -3.46
BlackRock Energy & Resources Inv A LW SSGRX.LW -9.14 -9.36 -10.64 -41.70 -6.15 -3.46
Tortoise North American Engy Indep C TNPCX -8.40 -5.23 -11.54 -34.82 --- ---
Tortoise North American Engy Indep Instl TNPIX -8.32 -4.70 -11.30 -34.17 --- ---
Tortoise North American Engy Indep Inv TNPTX -8.36 -4.84 -11.36 -34.35 --- ---
Tortoise Select Opportunity C TOPCX -3.56 4.05 -4.12 -18.81 --- ---
Tortoise Select Opportunity Instl TOPIX -3.43 4.64 -3.88 -18.00 --- ---
Tortoise Select Opportunity Investor TOPTX -3.53 4.44 -3.98 -18.22 --- ---
Vanguard Energy Index Adm VENAX -4.44 -5.77 -6.24 -25.09 4.64 8.70
Vanguard Energy Adm VGELX -5.83 -4.98 -7.25 -28.10 1.31 4.17
Vanguard Energy Inv VGENX -5.84 -5.01 -7.28 -28.15 1.24 4.10
Waddell & Reed Energy A WEGAX -5.99 -1.36 -5.92 -25.94 7.10 6.24
Waddell & Reed Energy A Load Waived WEGAX.LW -5.99 -1.36 -5.92 -25.94 7.10 6.24
Waddell & Reed Energy B WEGBX -6.12 -2.05 -6.26 -26.90 5.72 4.96
Waddell & Reed Energy C WEGCX -6.08 -1.84 -6.14 -26.56 6.17 5.36
Waddell & Reed Energy Y WEGYX -5.93 -1.16 -5.81 -25.58 7.61 6.80
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