Equity Energy: Total Returns

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Data through 5/22/2015. 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 -1.38 4.39 2.28 -18.81 5.57 4.92
Cavanal Hill World Energy A AAWEX -0.99 4.96 2.37 -8.42 --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -0.99 4.96 2.37 -8.42 --- ---
Cavanal Hill World Energy C ACWEX -1.10 4.54 2.17 -9.10 --- ---
Cavanal Hill World Energy Institutional AIWEX -1.09 4.90 2.42 -8.23 --- ---
Cavanal Hill World Energy Investor APWEX -1.09 4.86 2.38 -8.50 --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -2.63 0.53 0.00 -18.46 4.32 2.30
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -2.63 0.53 0.00 -18.46 4.32 2.30
BlackRock All-Cap Engy & Res Investor B BACBX -2.68 0.32 -0.16 -19.07 3.55 1.55
BlackRock All-Cap Engy & Res Investor C BACCX -2.69 0.32 -0.08 -19.05 3.56 1.58
BlackRock All-Cap Engy & Res Instl BACIX -2.56 0.74 0.15 -18.10 4.77 2.74
BlackRock All-Cap Engy & Res Svc BACSX -2.70 0.53 0.00 -18.45 4.34 2.34
Baron Energy and Resources Retail BENFX -0.09 8.13 5.18 -14.54 7.67 ---
Baron Energy and Resources Institutional BENIX -0.09 8.26 5.23 -14.30 7.91 ---
BP Capital TwinLine Energy A BPEAX -0.56 11.13 5.04 -3.33 --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -0.56 11.13 5.04 -3.33 --- ---
BP Capital TwinLine Energy C BPECX -0.66 --- --- --- --- ---
BP Capital TwinLine Energy I BPEIX -0.56 11.24 5.09 -3.20 --- ---
Calvert Global Energy Solutions I CAEIX -0.66 10.49 7.16 -1.45 15.14 0.42
Calvert Global Energy Solutions C CGACX -0.86 9.65 6.62 -2.94 13.34 -1.09
Calvert Global Energy Solutions A CGAEX -0.81 10.21 7.00 -1.87 14.50 -0.08
Calvert Global Energy Solutions A LW CGAEX.LW -0.81 10.21 7.00 -1.87 14.50 -0.08
Calvert Global Energy Solutions Y CGAYX -0.65 10.26 7.16 -1.55 14.82 ---
MainStay Cushing® Royalty Energy Inc A CURAX -2.57 -5.63 -3.48 -46.23 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -2.57 -5.63 -3.48 -46.23 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -2.63 -5.95 -3.66 -46.62 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -2.57 -5.62 -3.48 --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -2.55 -5.58 -3.35 -46.08 --- ---
Fidelity Advisor® Energy T FAGNX -2.11 5.14 1.65 -15.50 8.17 8.21
Fidelity Advisor® Energy A FANAX -2.08 5.26 1.71 -15.29 8.41 8.45
Fidelity Advisor® Energy A Load Waived FANAX.LW -2.08 5.26 1.71 -15.29 8.41 8.45
Fidelity Advisor® Energy I FANIX -2.05 5.35 1.79 -15.06 8.70 8.76
Fidelity Advisor® Energy B FANRX -2.14 4.91 1.52 -15.97 7.56 7.61
Fidelity® Select Natural Resources Port FNARX -1.82 6.58 1.60 -14.73 7.21 6.95
Fidelity Advisor® Energy C FNRCX -2.16 4.92 1.55 -15.91 7.61 7.65
Fidelity® Select Energy Portfolio FSENX -2.06 5.33 1.81 -15.23 8.61 8.67
Fidelity® Select Energy Service Port FSESX 2.04 3.96 6.62 -27.36 2.94 4.91
Fidelity® Select Natural Gas Portfolio FSNGX -0.21 4.91 3.78 -20.37 7.08 5.65
Invesco Energy Inv FSTEX -1.60 3.43 1.57 -22.08 3.98 4.72
Guinness Atkinson Alternative Energy GAAEX -3.11 9.36 10.00 -11.16 16.03 -4.73
Guinness Atkinson Global Energy GAGEX -1.06 4.94 1.16 -24.50 5.63 4.11
ICON Energy A ICEAX -1.48 3.75 1.52 -20.62 4.55 ---
ICON Energy A Load Waived ICEAX.LW -1.48 3.75 1.52 -20.62 4.55 ---
ICON Energy C ICEEX -1.52 3.48 1.42 -21.22 3.72 ---
ICON Energy S ICENX -1.40 3.88 1.66 -20.38 4.84 5.78
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -2.55 5.52 1.16 -15.11 11.44 14.59
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -2.55 5.52 1.16 -15.11 11.44 14.59
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -2.56 5.35 0.99 -15.49 --- ---
Invesco Energy C IEFCX -1.69 3.09 1.36 -22.68 3.20 3.93
Invesco Energy A IENAX -1.63 3.39 1.56 -22.10 3.97 4.71
Invesco Energy A Load Waived IENAX.LW -1.63 3.39 1.56 -22.10 3.97 4.71
Invesco Energy B IENBX -1.68 3.10 1.39 -22.68 3.20 3.93
Invesco Energy R5 IENIX -1.59 3.59 1.67 -21.79 4.36 5.10
Ivy Energy R6 IENRX -0.52 6.67 3.33 --- --- ---
Invesco Energy Y IENYX -1.60 3.51 1.62 -21.90 4.23 4.97
Ivy Energy A IEYAX -0.54 6.43 3.22 -13.30 9.17 8.12
Ivy Energy A Load Waived IEYAX.LW -0.54 6.43 3.22 -13.30 9.17 8.12
Ivy Energy B IEYBX -0.58 6.05 3.01 -14.03 8.24 7.21
Ivy Energy C IEYCX -0.64 6.12 2.97 -13.90 8.49 7.43
Ivy Energy Y IEYYX -0.53 6.43 3.19 -13.22 9.34 8.28
Ivy Energy I IVEIX -0.52 6.61 3.27 -12.97 9.61 8.54
Ivy Energy R IYEFX -0.54 6.38 3.16 -13.50 --- ---
BlackRock Natural Resources Instl MAGRX -1.84 1.93 0.86 -18.59 4.65 4.32
BlackRock Natural Resources Inv B MBGRX -1.92 1.50 0.59 -19.46 3.53 3.22
BlackRock Natural Resources Inv C MCGRX -1.91 1.55 0.60 -19.41 3.57 3.24
BlackRock Natural Resources Inv A MDGRX -1.84 1.84 0.81 -18.79 4.38 4.05
BlackRock Natural Resources Inv A LW MDGRX.LW -1.84 1.84 0.81 -18.79 4.38 4.05
ProFunds Oil Equipment Svc & Dist Inv OEPIX -0.67 6.65 6.14 -23.77 8.66 9.73
ProFunds Oil Equipment Svc & Dist Svc OEPSX -0.73 6.23 5.90 -24.55 7.55 8.62
Putnam Global Energy A PGEAX -2.31 1.05 1.83 -25.55 1.04 3.34
Putnam Global Energy A Load Waived PGEAX.LW -2.31 1.05 1.83 -25.55 1.04 3.34
Putnam Global Energy C PGECX -2.46 0.78 1.58 -26.11 0.28 2.56
Putnam Global Energy B PGEDX -2.37 0.78 1.68 -26.11 0.28 2.56
Putnam Global Energy Y PGEIX -2.39 1.14 1.82 -25.40 1.29 3.60
Putnam Global Energy M PGENX -2.43 0.77 1.66 -25.98 0.51 2.81
Putnam Global Energy R PGETX -2.43 0.97 1.76 -25.81 0.76 3.08
Rydex Energy Adv RYEAX -1.26 4.70 1.66 -20.75 4.82 5.65
Rydex Energy C RYECX -1.30 4.47 1.63 -21.17 4.28 5.12
Rydex Energy Inv RYEIX -1.24 4.87 1.77 -20.39 5.34 6.17
Rydex Energy A RYENX -1.27 4.90 1.65 -20.49 5.10 5.91
Rydex Energy A Load Waived RYENX.LW -1.27 4.90 1.65 -20.49 5.10 5.91
Rydex Energy Services A RYESX 3.14 4.34 5.01 -30.46 -0.88 2.86
Rydex Energy Services A Load Waived RYESX.LW 3.14 4.34 5.01 -30.46 -0.88 2.86
Rydex Energy Services Adv RYVAX 3.10 4.18 4.90 -30.71 -1.16 2.59
Rydex Energy Services C RYVCX 3.07 4.04 4.83 -30.99 -1.63 2.09
Rydex Energy Services Inv RYVIX 3.18 4.47 5.11 -30.28 -0.63 3.12
BlackRock Energy & Resources Instl SGLSX -1.61 3.82 1.87 -29.03 -1.60 -0.50
BlackRock Energy & Resources Inv C SSGDX -1.63 3.42 1.68 -29.74 -2.63 -1.55
BlackRock Energy & Resources Inv B SSGPX -1.67 3.45 1.67 -29.76 -2.64 -1.57
BlackRock Energy & Resources Inv A SSGRX -1.63 3.68 1.81 -29.24 -1.90 -0.82
BlackRock Energy & Resources Inv A LW SSGRX.LW -1.63 3.68 1.81 -29.24 -1.90 -0.82
Tortoise North American Engy Indep C TNPCX -4.90 5.79 0.74 -22.51 --- ---
Tortoise North American Engy Indep Instl TNPIX -4.90 6.24 1.04 -21.72 --- ---
Tortoise North American Engy Indep Inv TNPTX -4.83 6.15 0.94 -21.93 --- ---
Tortoise Select Opportunity C TOPCX -1.21 10.29 4.12 -9.39 --- ---
Tortoise Select Opportunity Instl TOPIX -1.10 10.72 4.37 -8.51 --- ---
Tortoise Select Opportunity Investor TOPTX -1.20 10.63 4.28 -8.72 --- ---
Vanguard Energy Index Adm VENAX -1.90 1.58 0.04 -14.47 8.13 9.85
Vanguard Energy Adm VGELX -2.08 4.60 1.55 -17.51 5.54 6.21
Vanguard Energy Inv VGENX -2.09 4.57 1.54 -17.57 5.47 6.15
Waddell & Reed Energy A WEGAX -0.53 7.21 3.23 -12.88 9.60 8.35
Waddell & Reed Energy A Load Waived WEGAX.LW -0.53 7.21 3.23 -12.88 9.60 8.35
Waddell & Reed Energy B WEGBX -0.66 6.62 2.81 -13.99 8.21 7.02
Waddell & Reed Energy C WEGCX -0.64 6.81 2.95 -13.61 8.66 7.44
Waddell & Reed Energy Y WEGYX -0.51 7.33 3.30 -12.51 10.13 8.91
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