Equity Energy: Total Returns

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Data through 7/23/2014. 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 -0.97 15.35 6.29 22.79 3.99 11.51
Cavanal Hill World Energy A AAWEX 0.56 --- 6.06 --- --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW 0.56 --- 6.06 --- --- ---
Cavanal Hill World Energy C ACWEX 0.54 --- 5.86 --- --- ---
Cavanal Hill World Energy Institutional AIWEX 0.51 --- 6.10 --- --- ---
Cavanal Hill World Energy Investor APWEX 0.56 --- 6.06 --- --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -0.96 14.35 7.58 23.94 -0.39 10.03
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -0.96 14.35 7.58 23.94 -0.39 10.03
BlackRock All-Cap Engy & Res Investor B BACBX -1.08 13.86 7.35 23.03 -1.13 9.21
BlackRock All-Cap Engy & Res Investor C BACCX -1.02 13.90 7.40 23.14 -1.10 9.24
BlackRock All-Cap Engy & Res Instl BACIX -0.94 14.60 7.67 24.54 0.04 10.48
BlackRock All-Cap Engy & Res Svc BACSX -0.96 14.32 7.57 24.00 -0.35 10.07
Baron Energy and Resources Retail BENFX -0.14 20.27 8.62 34.51 --- ---
Baron Energy and Resources Institutional BENIX -0.14 20.40 8.72 34.90 --- ---
BP Capital TwinLine Energy A BPEAX -1.28 19.45 4.92 --- --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -1.28 19.45 4.92 --- --- ---
BP Capital TwinLine Energy I BPEIX -1.28 19.45 4.96 --- --- ---
Calvert Global Alternative Energy I CAEIX -1.26 3.31 1.30 13.02 0.70 -3.85
Calvert Global Alternative Energy C CGACX -1.48 2.52 0.96 11.40 -0.79 -5.27
Calvert Global Alternative Energy A CGAEX -1.28 3.08 1.32 12.57 0.21 -4.31
Calvert Global Alternative Energy A LW CGAEX.LW -1.28 3.08 1.32 12.57 0.21 -4.31
Calvert Global Alternative Energy Y CGAYX -1.36 3.23 1.27 12.87 --- ---
MainStay Cushing® Royalty Energy Inc A CURAX 0.77 9.62 5.92 12.24 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW 0.77 9.62 5.92 12.24 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX 0.73 9.18 5.73 11.39 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX --- --- --- --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX 0.77 9.75 6.00 12.48 --- ---
Fidelity Advisor® Energy T FAGNX -1.41 15.24 6.18 21.73 6.51 14.30
Fidelity Advisor® Energy A FANAX -1.38 15.40 6.27 22.04 6.74 14.55
Fidelity Advisor® Energy A Load Waived FANAX.LW -1.38 15.40 6.27 22.04 6.74 14.55
Fidelity Advisor® Energy I FANIX -1.35 15.57 6.33 22.34 7.04 14.88
Fidelity Advisor® Energy B FANRX -1.46 14.87 6.05 21.05 5.92 13.68
Fidelity® Select Natural Resources Port FNARX -1.44 17.58 6.68 22.70 4.49 13.42
Fidelity Advisor® Energy C FNRCX -1.44 14.92 6.07 21.12 5.95 13.71
Fidelity® Select Energy Portfolio FSENX -1.34 15.62 6.41 22.44 7.05 14.82
Fidelity® Select Energy Service Port FSESX 0.94 19.00 9.45 25.32 4.17 15.16
Fidelity® Select Natural Gas Portfolio FSNGX -1.13 21.01 6.24 31.03 9.03 11.59
Invesco Energy Inv FSTEX -1.85 16.33 6.18 22.32 3.85 11.59
Guinness Atkinson Alternative Energy GAAEX -4.30 6.02 -0.24 18.16 -3.69 -6.57
Guinness Atkinson Global Energy GAGEX -2.62 17.75 7.18 30.84 5.26 12.31
ICON Energy A ICEAX -2.96 4.66 2.32 11.36 4.61 ---
ICON Energy A Load Waived ICEAX.LW -2.96 4.66 2.32 11.36 4.61 ---
ICON Energy C ICEEX -3.06 4.16 2.10 10.44 3.79 ---
ICON Energy S ICENX -2.91 4.82 2.40 11.68 4.97 11.36
Integrity Williston Bsn/Md-N Amer Stk A ICPAX 0.87 19.01 8.10 34.11 10.22 22.02
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW 0.87 19.01 8.10 34.11 10.22 22.02
Integrity Williston Bsn/Md-N Amer Stk C ICPUX 0.74 --- --- --- --- ---
Invesco Energy C IEFCX -1.93 15.84 5.97 21.39 3.07 10.76
Invesco Energy A IENAX -1.86 16.34 6.18 22.31 3.85 11.59
Invesco Energy A Load Waived IENAX.LW -1.86 16.34 6.18 22.31 3.85 11.59
Invesco Energy B IENBX -1.92 15.84 5.96 21.41 3.07 10.75
Invesco Energy R5 IENIX -1.84 16.54 6.26 22.73 4.22 12.00
Invesco Energy Y IENYX -1.85 16.48 6.22 22.59 4.10 11.87
Ivy Energy A IEYAX -0.38 18.85 6.60 27.67 7.07 14.03
Ivy Energy A Load Waived IEYAX.LW -0.38 18.85 6.60 27.67 7.07 14.03
Ivy Energy B IEYBX -0.41 18.36 6.43 26.73 6.20 13.03
Ivy Energy C IEYCX -0.40 18.47 6.47 26.91 6.42 13.27
Ivy Energy Y IEYYX -0.32 18.98 6.70 27.97 7.26 14.19
Ivy Energy I IVEIX -0.32 19.16 6.78 28.20 7.53 14.47
Ivy Energy R IYEFX -0.33 18.81 6.61 27.55 --- ---
BlackRock Natural Resources Instl MAGRX -0.83 15.78 6.57 22.19 4.31 11.81
BlackRock Natural Resources Inv B MBGRX -0.90 15.13 6.31 20.87 3.21 10.64
BlackRock Natural Resources Inv C MCGRX -0.91 15.12 6.30 20.91 3.22 10.64
BlackRock Natural Resources Inv A MDGRX -0.84 15.64 6.51 21.87 4.03 11.52
BlackRock Natural Resources Inv A LW MDGRX.LW -0.84 15.64 6.51 21.87 4.03 11.52
ProFunds Oil Equipment Svc & Dist Inv OEPIX 2.52 33.18 16.59 43.40 6.21 19.85
ProFunds Oil Equipment Svc & Dist Svc OEPSX 2.43 32.43 16.31 42.06 5.15 18.66
Putnam Global Energy A PGEAX -0.58 17.38 8.92 23.86 5.89 11.00
Putnam Global Energy A Load Waived PGEAX.LW -0.58 17.38 8.92 23.86 5.89 11.00
Putnam Global Energy C PGECX -0.65 16.86 8.65 22.90 5.09 10.15
Putnam Global Energy B PGEDX -0.65 16.86 8.72 22.92 5.10 10.17
Putnam Global Energy Y PGEIX -0.52 17.55 9.03 24.14 6.15 11.28
Putnam Global Energy M PGENX -0.58 17.07 8.76 23.26 5.36 10.45
Putnam Global Energy R PGETX -0.53 17.29 8.86 23.56 5.64 10.73
Rydex Energy Adv RYEAX -1.83 13.96 6.32 21.61 5.68 12.96
Rydex Energy C RYECX -1.84 13.66 6.24 21.07 5.17 12.39
Rydex Energy Inv RYEIX -1.80 14.27 6.47 22.30 6.23 13.53
Rydex Energy A RYENX -1.81 14.15 6.41 21.95 5.92 13.23
Rydex Energy A Load Waived RYENX.LW -1.81 14.15 6.41 21.95 5.92 13.23
Rydex Energy Services A RYESX -0.26 13.66 6.38 17.97 2.95 13.50
Rydex Energy Services A Load Waived RYESX.LW -0.26 13.66 6.38 17.97 2.95 13.50
Rydex Energy Services Adv RYVAX -0.30 13.52 6.30 17.67 2.69 13.21
Rydex Energy Services C RYVCX -0.33 13.21 6.19 17.10 2.18 12.65
Rydex Energy Services Inv RYVIX -0.25 13.83 6.45 18.27 3.20 13.77
BlackRock Energy & Resources Instl SGLSX -4.30 13.10 2.00 23.23 -4.13 9.84
BlackRock Energy & Resources Inv C SSGDX -4.36 12.45 1.75 21.99 -5.13 8.66
BlackRock Energy & Resources Inv B SSGPX -4.40 12.38 1.70 21.88 -5.16 8.64
BlackRock Energy & Resources Inv A SSGRX -4.33 12.91 1.92 22.88 -4.43 9.47
BlackRock Energy & Resources Inv A LW SSGRX.LW -4.33 12.91 1.92 22.88 -4.43 9.47
Tortoise North American Engy Indep C TNPCX -2.37 20.62 7.04 29.60 --- ---
Tortoise North American Engy Indep Instl TNPIX -2.35 21.25 7.28 30.81 --- ---
Tortoise North American Engy Indep Inv TNPTX -2.28 21.20 7.21 30.65 --- ---
Tortoise Select Opportunity C TOPCX 1.36 21.61 10.18 --- --- ---
Tortoise Select Opportunity Instl TOPIX 1.35 22.29 10.41 --- --- ---
Tortoise Select Opportunity Investor TOPTX 1.35 22.19 10.42 --- --- ---
Vanguard Energy Index Adm VENAX -0.70 14.34 7.25 22.55 9.09 16.15
Vanguard Energy Adm VGELX -2.16 13.12 5.49 21.26 5.48 11.65
Vanguard Energy Inv VGENX -2.15 13.09 5.48 21.19 5.41 11.58
Waddell & Reed Energy A WEGAX -0.48 19.32 6.79 28.24 7.17 14.28
Waddell & Reed Energy A Load Waived WEGAX.LW -0.48 19.32 6.79 28.24 7.17 14.28
Waddell & Reed Energy B WEGBX -0.58 18.51 6.50 26.81 5.85 12.96
Waddell & Reed Energy C WEGCX -0.57 18.71 6.57 27.16 6.27 13.34
Waddell & Reed Energy Y WEGYX -0.41 19.68 6.92 28.96 7.78 14.93
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