Equity Energy: Total Returns

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Data through 3/27/2015. 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 -2.64 -2.09 -3.12 -19.53 -1.66 1.53
Cavanal Hill World Energy A AAWEX -0.52 0.32 -0.84 -8.63 --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -0.52 0.32 -0.84 -8.63 --- ---
Cavanal Hill World Energy C ACWEX -0.63 0.00 -1.11 -9.35 --- ---
Cavanal Hill World Energy Institutional AIWEX -0.52 0.32 -0.78 -8.37 --- ---
Cavanal Hill World Energy Investor APWEX -0.52 0.32 -0.84 -8.62 --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -3.52 -4.98 -6.18 -16.85 -3.12 -0.25
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -3.52 -4.98 -6.18 -16.85 -3.12 -0.25
BlackRock All-Cap Engy & Res Investor B BACBX -3.53 -5.06 -6.32 -17.46 -3.82 -0.99
BlackRock All-Cap Engy & Res Investor C BACCX -3.54 -5.07 -6.33 -17.46 -3.81 -0.96
BlackRock All-Cap Engy & Res Instl BACIX -3.51 -4.86 -6.10 -16.52 -2.71 0.18
BlackRock All-Cap Engy & Res Svc BACSX -3.52 -4.97 -6.25 -16.84 -3.10 -0.21
Baron Energy and Resources Retail BENFX -1.04 0.87 1.26 -16.10 1.09 ---
Baron Energy and Resources Institutional BENIX -1.04 0.86 1.25 -16.00 1.27 ---
BP Capital TwinLine Energy A BPEAX -0.75 4.03 3.32 -3.72 --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -0.75 4.03 3.32 -3.72 --- ---
BP Capital TwinLine Energy C BPECX -0.80 --- --- --- --- ---
BP Capital TwinLine Energy I BPEIX -0.75 4.08 3.32 -3.67 --- ---
Calvert Global Energy Solutions I CAEIX 0.84 6.06 5.74 -6.02 6.58 -3.62
Calvert Global Energy Solutions C CGACX 0.60 5.54 5.37 -7.36 5.01 -5.06
Calvert Global Energy Solutions A CGAEX 0.71 5.86 5.54 -6.50 6.06 -4.10
Calvert Global Energy Solutions A LW CGAEX.LW 0.71 5.86 5.54 -6.50 6.06 -4.10
Calvert Global Energy Solutions Y CGAYX 0.69 5.78 5.63 -6.27 6.27 ---
MainStay Cushing® Royalty Energy Inc A CURAX -6.20 -10.09 -11.83 -46.83 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -6.20 -10.09 -11.83 -46.83 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -6.24 -10.30 -11.98 -47.25 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -6.11 -10.09 -11.83 --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -6.16 -10.11 -11.75 -46.70 --- ---
Fidelity Advisor® Energy T FAGNX -1.78 0.00 -0.93 -13.80 1.38 5.34
Fidelity Advisor® Energy A FANAX -1.77 0.06 -0.89 -13.61 1.60 5.56
Fidelity Advisor® Energy A Load Waived FANAX.LW -1.77 0.06 -0.89 -13.61 1.60 5.56
Fidelity Advisor® Energy I FANIX -1.76 0.11 -0.82 -13.38 1.89 5.87
Fidelity Advisor® Energy B FANRX -1.83 -0.13 -1.09 -14.29 0.82 4.76
Fidelity® Select Natural Resources Port FNARX -2.16 1.32 0.42 -13.45 0.10 4.44
Fidelity Advisor® Energy C FNRCX -1.85 -0.16 -1.09 -14.27 0.85 4.78
Fidelity® Select Energy Portfolio FSENX -1.80 0.02 -0.93 -13.59 1.77 5.76
Fidelity® Select Energy Service Port FSESX -3.11 -6.43 -7.34 -30.83 -3.97 1.24
Fidelity® Select Natural Gas Portfolio FSNGX -3.74 -4.70 -5.54 -21.45 0.45 1.73
Invesco Energy Inv FSTEX -4.69 -5.18 -6.56 -23.62 -3.29 1.04
Guinness Atkinson Alternative Energy GAAEX 1.15 3.22 2.92 -15.75 3.52 -9.31
Guinness Atkinson Global Energy GAGEX -4.55 -3.03 -4.06 -24.93 -2.74 0.88
ICON Energy A ICEAX -3.58 -2.83 -4.18 -22.61 -1.66 ---
ICON Energy A Load Waived ICEAX.LW -3.58 -2.83 -4.18 -22.61 -1.66 ---
ICON Energy C ICEEX -3.60 -2.98 -4.36 -23.23 -2.43 ---
ICON Energy S ICENX -3.56 -2.75 -4.10 -22.39 -1.37 2.91
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -1.00 2.07 0.87 -12.67 4.49 12.98
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -1.00 2.07 0.87 -12.67 4.49 12.98
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -1.17 1.90 0.70 --- --- ---
Invesco Energy C IEFCX -4.79 -5.39 -6.75 -24.19 -4.02 0.28
Invesco Energy A IENAX -4.73 -5.22 -6.56 -23.62 -3.31 1.04
Invesco Energy A Load Waived IENAX.LW -4.73 -5.22 -6.56 -23.62 -3.31 1.04
Invesco Energy B IENBX -4.76 -5.38 -6.73 -24.20 -4.02 0.28
Invesco Energy R5 IENIX -4.68 -5.11 -6.45 -23.33 -2.95 1.41
Ivy Energy R6 IENRX -1.65 0.35 -0.49 --- --- ---
Invesco Energy Y IENYX -4.69 -5.16 -6.50 -23.43 -3.06 1.29
Ivy Energy A IEYAX -1.63 0.22 -0.64 -14.12 2.79 5.19
Ivy Energy A Load Waived IEYAX.LW -1.63 0.22 -0.64 -14.12 2.79 5.19
Ivy Energy B IEYBX -1.75 0.00 -0.85 -14.86 1.93 4.29
Ivy Energy C IEYCX -1.73 0.08 -0.76 -14.67 2.15 4.51
Ivy Energy Y IEYYX -1.68 0.21 -0.64 -14.03 2.95 5.33
Ivy Energy I IVEIX -1.65 0.35 -0.49 -13.82 3.21 5.61
Ivy Energy R IYEFX -1.64 0.22 -0.65 -14.32 --- ---
BlackRock Natural Resources Instl MAGRX -3.12 -3.50 -4.43 -17.81 -1.92 2.03
BlackRock Natural Resources Inv B MBGRX -3.20 -3.76 -4.70 -18.70 -2.97 0.95
BlackRock Natural Resources Inv C MCGRX -3.20 -3.72 -4.66 -18.66 -2.95 0.96
BlackRock Natural Resources Inv A MDGRX -3.14 -3.56 -4.48 -18.03 -2.19 1.75
BlackRock Natural Resources Inv A LW MDGRX.LW -3.14 -3.56 -4.48 -18.03 -2.19 1.75
ProFunds Oil Equipment Svc & Dist Inv OEPIX -2.23 -4.72 -6.66 -25.62 -0.18 4.31
ProFunds Oil Equipment Svc & Dist Svc OEPSX -2.32 -4.98 -6.88 -26.38 -1.20 3.26
Putnam Global Energy A PGEAX -4.36 -5.36 -6.70 -24.66 -5.12 -0.01
Putnam Global Energy A Load Waived PGEAX.LW -4.36 -5.36 -6.70 -24.66 -5.12 -0.01
Putnam Global Energy C PGECX -4.45 -5.57 -6.94 -25.31 -5.84 -0.76
Putnam Global Energy B PGEDX -4.45 -5.57 -6.94 -25.26 -5.86 -0.76
Putnam Global Energy Y PGEIX -4.34 -5.34 -6.76 -24.53 -4.90 0.23
Putnam Global Energy M PGENX -4.39 -5.50 -6.85 -25.08 -5.60 -0.50
Putnam Global Energy R PGETX -4.40 -5.42 -6.86 -24.91 -5.37 -0.27
Rydex Energy Adv RYEAX -3.48 -2.67 -3.74 -21.63 -2.21 2.59
Rydex Energy C RYECX -3.42 -2.80 -3.89 -22.06 -2.70 2.08
Rydex Energy Inv RYEIX -3.48 -2.58 -3.65 -21.28 -1.72 3.10
Rydex Energy A RYENX -3.51 -2.52 -3.60 -21.39 -1.94 2.85
Rydex Energy A Load Waived RYENX.LW -3.51 -2.52 -3.60 -21.39 -1.94 2.85
Rydex Energy Services A RYESX -4.97 -7.96 -9.06 -36.22 -8.65 -1.35
Rydex Energy Services A Load Waived RYESX.LW -4.97 -7.96 -9.06 -36.22 -8.65 -1.35
Rydex Energy Services Adv RYVAX -5.00 -8.05 -9.16 -36.43 -8.90 -1.61
Rydex Energy Services C RYVCX -5.01 -8.14 -9.26 -36.72 -9.35 -2.10
Rydex Energy Services Inv RYVIX -4.95 -7.90 -9.02 -36.08 -8.42 -1.12
BlackRock Energy & Resources Instl SGLSX -3.55 -5.02 -5.72 -31.53 -10.88 -4.62
BlackRock Energy & Resources Inv C SSGDX -3.65 -5.30 -6.00 -32.26 -11.83 -5.64
BlackRock Energy & Resources Inv B SSGPX -3.62 -5.26 -6.00 -32.30 -11.83 -5.66
BlackRock Energy & Resources Inv A SSGRX -3.61 -5.15 -5.84 -31.76 -11.15 -4.94
BlackRock Energy & Resources Inv A LW SSGRX.LW -3.61 -5.15 -5.84 -31.76 -11.15 -4.94
Tortoise North American Engy Indep C TNPCX -0.88 0.22 -0.88 -20.51 --- ---
Tortoise North American Engy Indep Instl TNPIX -0.76 0.55 -0.65 -19.71 --- ---
Tortoise North American Engy Indep Inv TNPTX -0.87 0.44 -0.76 -20.00 --- ---
Tortoise Select Opportunity C TOPCX 0.79 5.82 5.27 -5.65 --- ---
Tortoise Select Opportunity Instl TOPIX 0.98 6.19 5.64 -4.72 --- ---
Tortoise Select Opportunity Investor TOPTX 0.88 6.09 5.54 -4.94 --- ---
Vanguard Energy Index Adm VENAX -3.06 -3.32 -4.38 -13.06 2.58 7.48
Vanguard Energy Adm VGELX -3.06 -2.12 -3.52 -17.28 -1.10 3.29
Vanguard Energy Inv VGENX -3.08 -2.14 -3.55 -17.34 -1.16 3.22
Waddell & Reed Energy A WEGAX -1.74 0.93 0.14 -13.52 3.13 5.40
Waddell & Reed Energy A Load Waived WEGAX.LW -1.74 0.93 0.14 -13.52 3.13 5.40
Waddell & Reed Energy B WEGBX -1.77 0.63 -0.16 -14.59 1.87 4.13
Waddell & Reed Energy C WEGCX -1.79 0.69 -0.08 -14.21 2.28 4.52
Waddell & Reed Energy Y WEGYX -1.73 0.96 0.20 -13.14 3.64 5.94
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