Equity Energy: Total Returns

Print
Data through 7/27/2015. 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 -13.55 -14.35 -19.58 -36.89 -3.76 -0.14
Cavanal Hill World Energy A AAWEX -9.48 -8.91 -14.58 -24.07 --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -9.48 -8.91 -14.58 -24.07 --- ---
Cavanal Hill World Energy C ACWEX -9.69 -9.50 -14.81 -24.74 --- ---
Cavanal Hill World Energy Institutional AIWEX -9.53 -8.90 -14.53 -23.89 --- ---
Cavanal Hill World Energy Investor APWEX -9.61 -9.03 -14.62 -24.16 --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -14.05 -18.26 -21.24 -36.65 -3.33 -2.63
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -14.05 -18.26 -21.24 -36.65 -3.33 -2.63
BlackRock All-Cap Engy & Res Investor B BACBX -14.17 -18.58 -21.37 -37.12 -4.05 -3.36
BlackRock All-Cap Engy & Res Investor C BACCX -14.19 -18.61 -21.41 -37.16 -4.05 -3.34
BlackRock All-Cap Engy & Res Instl BACIX -14.05 -18.10 -21.18 -36.41 -2.93 -2.24
BlackRock All-Cap Engy & Res Svc BACSX -14.09 -18.24 -21.21 -36.61 -3.30 -2.59
Baron Energy and Resources Retail BENFX -14.93 -11.71 -18.79 -35.46 0.94 ---
Baron Energy and Resources Institutional BENIX -14.88 -11.53 -18.71 -35.28 1.19 ---
BP Capital TwinLine Energy A BPEAX -14.56 -10.45 -20.91 -26.13 --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -14.56 -10.45 -20.91 -26.13 --- ---
BP Capital TwinLine Energy C BPECX -14.59 --- -21.02 --- --- ---
BP Capital TwinLine Energy I BPEIX -14.54 -10.30 -20.89 -26.00 --- ---
Calvert Global Energy Solutions I CAEIX -10.27 -3.25 -13.36 -15.05 11.23 -4.27
Calvert Global Energy Solutions C CGACX -10.36 -4.11 -13.55 -16.30 9.62 -5.66
Calvert Global Energy Solutions A CGAEX -10.32 -3.45 -13.34 -15.39 10.70 -4.72
Calvert Global Energy Solutions A LW CGAEX.LW -10.32 -3.45 -13.34 -15.39 10.70 -4.72
Calvert Global Energy Solutions Y CGAYX -10.22 -3.47 -13.36 -15.23 10.96 ---
MainStay Cushing® Royalty Energy Inc A CURAX -15.83 -26.20 -24.27 -59.80 -23.37 ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -15.83 -26.20 -24.27 -59.80 -23.37 ---
MainStay Cushing® Royalty Energy Inc C CURCX -15.87 -26.53 -24.33 -60.11 -23.93 ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -15.73 -26.19 -24.27 -59.80 --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -15.70 -26.08 -24.17 -59.66 -23.16 ---
Fidelity Advisor® Energy T FAGNX -12.76 -12.68 -18.49 -33.43 -0.93 3.71
Fidelity Advisor® Energy A FANAX -12.72 -12.54 -18.44 -33.26 -0.71 3.94
Fidelity Advisor® Energy A Load Waived FANAX.LW -12.72 -12.54 -18.44 -33.26 -0.71 3.94
Fidelity Advisor® Energy I FANIX -12.71 -12.42 -18.39 -33.08 -0.44 4.23
Fidelity Advisor® Energy B FANRX -12.78 -12.94 -18.59 -33.79 -1.48 3.14
Fidelity® Select Natural Resources Port FNARX -13.97 -12.89 -19.73 -34.58 -2.03 1.97
Fidelity Advisor® Energy C FNRCX -12.77 -12.93 -18.59 -33.74 -1.43 3.18
Fidelity® Select Energy Portfolio FSENX -12.73 -12.45 -18.38 -33.22 -0.52 4.15
Fidelity® Select Energy Service Port FSESX -13.25 -15.03 -18.19 -45.49 -6.32 -0.07
Fidelity® Select Natural Gas Portfolio FSNGX -17.38 -20.26 -24.92 -42.66 -5.32 -0.66
Invesco Energy Inv FSTEX -16.22 -17.97 -22.46 -41.30 -5.70 -0.93
Guinness Atkinson Alternative Energy GAAEX -11.91 -7.02 -17.62 -24.29 11.82 -9.28
Guinness Atkinson Global Energy GAGEX -16.00 -16.98 -22.75 -42.71 -4.81 -1.74
ICON Energy A ICEAX -11.55 -13.37 -17.84 -35.66 -4.13 ---
ICON Energy A Load Waived ICEAX.LW -11.55 -13.37 -17.84 -35.66 -4.13 ---
ICON Energy C ICEEX -11.60 -13.72 -18.00 -36.17 -4.86 ---
ICON Energy S ICENX -11.57 -13.25 -17.82 -35.51 -3.87 1.51
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -11.93 -10.86 -17.81 -33.33 3.93 8.69
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -11.93 -10.86 -17.81 -33.33 3.93 8.69
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -11.97 -11.05 -17.86 -33.59 --- ---
Invesco Energy C IEFCX -16.30 -18.35 -22.63 -41.75 -6.40 -1.67
Invesco Energy A IENAX -16.22 -17.98 -22.46 -41.30 -5.70 -0.93
Invesco Energy A Load Waived IENAX.LW -16.22 -17.98 -22.46 -41.30 -5.70 -0.93
Invesco Energy B IENBX -16.30 -18.34 -22.61 -41.75 -6.41 -1.67
Invesco Energy R5 IENIX -16.20 -17.78 -22.39 -41.07 -5.35 -0.57
Ivy Energy R6 IENRX -12.14 -10.53 -17.11 --- --- ---
Invesco Energy Y IENYX -16.22 -17.85 -22.42 -41.15 -5.46 -0.68
Ivy Energy A IEYAX -12.16 -10.77 -17.17 -32.29 1.47 3.14
Ivy Energy A Load Waived IEYAX.LW -12.16 -10.77 -17.17 -32.29 1.47 3.14
Ivy Energy B IEYBX -12.27 -11.25 -17.34 -32.94 0.62 2.26
Ivy Energy C IEYCX -12.16 -11.09 -17.28 -32.74 0.87 2.50
Ivy Energy Y IEYYX -12.16 -10.71 -17.16 -32.25 1.62 3.29
Ivy Energy I IVEIX -12.09 -10.54 -17.07 -32.07 1.90 3.55
Ivy Energy R IYEFX -12.21 -10.88 -17.24 -32.51 --- ---
BlackRock Natural Resources Instl MAGRX -13.26 -15.38 -19.26 -36.33 -3.97 -0.21
BlackRock Natural Resources Inv B MBGRX -13.35 -15.92 -19.48 -37.04 -5.01 -1.27
BlackRock Natural Resources Inv C MCGRX -13.33 -15.88 -19.47 -37.00 -4.97 -1.25
BlackRock Natural Resources Inv A MDGRX -13.28 -15.51 -19.32 -36.51 -4.22 -0.48
BlackRock Natural Resources Inv A LW MDGRX.LW -13.28 -15.51 -19.32 -36.51 -4.22 -0.48
ProFunds Oil Equipment Svc & Dist Inv OEPIX -15.09 -17.01 -23.60 -48.57 -3.51 3.82
ProFunds Oil Equipment Svc & Dist Svc OEPSX -15.19 -17.55 -23.85 -49.14 -4.50 2.77
Putnam Global Energy A PGEAX -11.90 -14.94 -18.31 -40.75 -6.36 -0.95
Putnam Global Energy A Load Waived PGEAX.LW -11.90 -14.94 -18.31 -40.75 -6.36 -0.95
Putnam Global Energy C PGECX -11.89 -15.25 -18.44 -41.18 -7.03 -1.69
Putnam Global Energy B PGEDX -11.99 -15.35 -18.53 -41.22 -7.07 -1.70
Putnam Global Energy Y PGEIX -11.83 -14.78 -18.28 -40.60 -6.11 -0.70
Putnam Global Energy M PGENX -11.94 -15.25 -18.48 -41.09 -6.84 -1.46
Putnam Global Energy R PGETX -11.85 -15.00 -18.40 -40.90 -6.57 -1.19
Rydex Energy Adv RYEAX -15.06 -16.51 -21.36 -40.11 -5.06 0.23
Rydex Energy C RYECX -15.10 -16.77 -21.47 -40.45 -5.54 -0.28
Rydex Energy Inv RYEIX -15.01 -16.27 -21.27 -39.83 -4.58 0.73
Rydex Energy A RYENX -15.05 -16.31 -21.33 -39.92 -4.80 0.48
Rydex Energy A Load Waived RYENX.LW -15.05 -16.31 -21.33 -39.92 -4.80 0.48
Rydex Energy Services A RYESX -16.68 -20.13 -22.14 -50.02 -11.59 -3.38
Rydex Energy Services A Load Waived RYESX.LW -16.68 -20.13 -22.14 -50.02 -11.59 -3.38
Rydex Energy Services Adv RYVAX -16.64 -20.28 -22.18 -50.19 -11.84 -3.63
Rydex Energy Services C RYVCX -16.73 -20.47 -22.30 -50.41 -12.26 -4.11
Rydex Energy Services Inv RYVIX -16.66 -20.00 -22.08 -49.90 -11.38 -3.14
BlackRock Energy & Resources Instl SGLSX -18.80 -21.68 -26.39 -47.94 -10.81 -6.61
BlackRock Energy & Resources Inv C SSGDX -18.89 -22.18 -26.61 -48.49 -11.75 -7.60
BlackRock Energy & Resources Inv B SSGPX -18.86 -22.12 -26.56 -48.48 -11.74 -7.62
BlackRock Energy & Resources Inv A SSGRX -18.85 -21.83 -26.43 -48.10 -11.07 -6.91
BlackRock Energy & Resources Inv A LW SSGRX.LW -18.85 -21.83 -26.43 -48.10 -11.07 -6.91
Tortoise North American Engy Indep C TNPCX -17.28 -17.37 -25.43 -42.89 --- ---
Tortoise North American Engy Indep Instl TNPIX -17.21 -16.85 -25.20 -42.31 --- ---
Tortoise North American Engy Indep Inv TNPTX -17.20 -16.92 -25.22 -42.44 --- ---
Tortoise Select Opportunity C TOPCX -10.57 -4.16 -14.55 -27.34 --- ---
Tortoise Select Opportunity Instl TOPIX -10.53 -3.61 -14.38 -26.59 --- ---
Tortoise Select Opportunity Investor TOPTX -10.55 -3.72 -14.40 -26.79 --- ---
Vanguard Energy Index Adm VENAX -10.86 -13.59 -16.51 -31.41 0.03 5.88
Vanguard Energy Adm VGELX -11.84 -12.56 -18.56 -33.15 -2.77 1.57
Vanguard Energy Inv VGENX -11.84 -12.58 -18.56 -33.18 -2.82 1.51
Waddell & Reed Energy A WEGAX -12.22 -10.28 -17.30 -32.20 1.81 3.33
Waddell & Reed Energy A Load Waived WEGAX.LW -12.22 -10.28 -17.30 -32.20 1.81 3.33
Waddell & Reed Energy B WEGBX -12.27 -10.88 -17.52 -33.02 0.57 2.09
Waddell & Reed Energy C WEGCX -12.26 -10.71 -17.47 -32.74 0.96 2.49
Waddell & Reed Energy Y WEGYX -12.17 -10.00 -17.15 -31.85 2.37 3.89
Content Partners