Equity Energy: Total Returns

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Data through 2/5/2016. 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 -8.76 -9.04 -22.41 -33.79 -14.22 -10.53
Cavanal Hill World Energy A AAWEX -7.33 -8.27 -18.09 -25.57 --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -7.33 -8.27 -18.09 -25.57 --- ---
Cavanal Hill World Energy C ACWEX -7.37 -8.32 -18.18 -26.18 --- ---
Cavanal Hill World Energy Institutional AIWEX -7.20 -8.14 -17.92 -25.35 --- ---
Cavanal Hill World Energy Investor APWEX -7.21 -8.27 -18.02 -25.60 --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -6.02 -6.13 -21.36 -34.35 -13.52 -11.84
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -6.02 -6.13 -21.36 -34.35 -13.52 -11.84
BlackRock All-Cap Engy & Res Investor B BACBX -6.12 -6.22 -21.50 -34.83 -14.12 -12.48
BlackRock All-Cap Engy & Res Investor C BACCX -6.18 -6.29 -21.52 -34.86 -14.15 -12.47
BlackRock All-Cap Engy & Res Instl BACIX -3.74 -3.95 -20.25 -31.55 -12.19 -11.06
BlackRock All-Cap Engy & Res Svc BACSX -6.10 -6.20 -21.41 -34.42 -13.51 -11.81
Baron Energy and Resources Retail BENFX -14.53 -15.50 -28.52 -43.05 -16.68 ---
Baron Energy and Resources Institutional BENIX -14.53 -15.49 -28.49 -42.91 -16.49 ---
BP Capital TwinLine Energy A BPEAX -8.79 -9.23 -22.00 -34.30 --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -8.79 -9.23 -22.00 -34.30 --- ---
BP Capital TwinLine Energy C BPECX -8.82 -9.26 -22.02 --- --- ---
BP Capital TwinLine Energy I BPEIX -8.76 -9.20 -21.89 -34.09 --- ---
Calvert Global Energy Solutions I CAEIX -9.86 -10.55 -9.22 -13.49 -0.77 -6.62
Calvert Global Energy Solutions C CGACX -9.98 -10.73 -9.53 -14.67 -2.18 -8.00
Calvert Global Energy Solutions A CGAEX -10.02 -10.71 -9.41 -14.01 -1.23 -7.09
Calvert Global Energy Solutions A LW CGAEX.LW -10.02 -10.71 -9.41 -14.01 -1.23 -7.09
Calvert Global Energy Solutions Y CGAYX -9.95 -10.63 -9.39 -13.69 -0.99 ---
MainStay Cushing® Royalty Energy Inc A CURAX -9.09 -9.32 -37.93 -59.18 -38.09 ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -9.09 -9.32 -37.93 -59.18 -38.09 ---
MainStay Cushing® Royalty Energy Inc C CURCX -9.11 -9.11 -38.01 -59.45 -38.55 ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -11.27 -11.71 -38.62 -61.07 --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -8.99 -9.22 -37.88 -59.05 -37.94 ---
Oppenheimer SteelPath Panoramic A EESAX -12.91 -12.91 --- --- --- ---
Oppenheimer SteelPath Panoramic C EESCX -12.92 -12.92 --- --- --- ---
Oppenheimer SteelPath Panoramic I EESIX -12.91 -12.91 --- --- --- ---
Oppenheimer SteelPath Panoramic Y EESYX -12.91 -12.91 --- --- --- ---
Fidelity Advisor® Energy T FAGNX -8.21 -8.21 -20.69 -29.39 -10.39 -6.76
Fidelity Advisor® Energy A FANAX -8.18 -8.18 -20.62 -29.20 -10.18 -6.55
Fidelity Advisor® Energy A Load Waived FANAX.LW -8.18 -8.18 -20.62 -29.20 -10.18 -6.55
Fidelity Advisor® Energy I FANIX -8.16 -8.16 -20.58 -29.01 -9.94 -6.28
Fidelity Advisor® Energy B FANRX -8.25 -8.28 -20.82 -29.79 -10.90 -7.28
Fidelity® Select Natural Resources Port FNARX -9.31 -9.35 -21.42 -32.11 -12.06 -8.49
Fidelity Advisor® Energy C FNRCX -8.24 -8.28 -20.80 -29.74 -10.85 -7.24
Fidelity® Select Energy Portfolio FSENX -8.05 -8.05 -20.61 -28.99 -9.97 -6.33
Fidelity® Select Energy Service Port FSESX -8.12 -8.77 -18.66 -30.93 -16.67 -11.78
Fidelity® Select Natural Gas Portfolio FSNGX -8.41 -8.28 -27.83 -42.60 -16.90 -10.80
Invesco Energy Inv FSTEX -8.11 -8.55 -25.70 -36.86 -16.03 -11.34
Guinness Atkinson Alternative Energy GAAEX -15.10 -16.50 -15.67 -25.15 -3.09 -14.72
Guinness Atkinson Global Energy GAGEX -7.10 -7.61 -20.25 -34.21 -14.52 -10.97
ICON Energy A ICEAX -6.70 -6.53 -17.75 -28.14 -14.04 -8.24
ICON Energy A Load Waived ICEAX.LW -6.70 -6.53 -17.75 -28.14 -14.04 -8.24
ICON Energy C ICEEX -6.64 -6.55 -17.90 -28.66 -14.69 -8.94
ICON Energy S ICENX -6.59 -6.51 -17.66 -27.96 -13.79 -7.93
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -8.37 -8.58 -22.34 -33.42 -10.56 -4.89
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -8.37 -8.58 -22.34 -33.42 -10.56 -4.89
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -8.18 -8.60 -22.26 -33.76 --- ---
Invesco Energy C IEFCX -8.11 -8.63 -25.83 -37.32 -16.64 -12.00
Invesco Energy A IENAX -8.08 -8.56 -25.69 -36.85 -16.02 -11.34
Invesco Energy A Load Waived IENAX.LW -8.08 -8.56 -25.69 -36.85 -16.02 -11.34
Invesco Energy B IENBX -6.23 -6.14 -24.23 -34.14 -15.63 -11.53
Invesco Energy R5 IENIX -8.09 -8.56 -25.64 -36.62 -15.72 -11.01
Ivy Energy R6 IENRX -11.03 -11.35 -23.93 -32.32 --- ---
Invesco Energy Y IENYX -8.06 -8.54 -25.66 -36.70 -15.81 -11.12
Ivy Energy A IEYAX -11.04 -11.37 -24.01 -32.64 -11.16 -7.89
Ivy Energy A Load Waived IEYAX.LW -11.04 -11.37 -24.01 -32.64 -11.16 -7.89
Ivy Energy B IEYBX -11.13 -11.41 -24.22 -33.23 -11.89 -8.64
Ivy Energy C IEYCX -11.14 -11.41 -24.16 -33.11 -11.71 -8.46
Ivy Energy Y IEYYX -11.08 -11.41 -24.03 -32.56 -11.03 -7.76
Ivy Energy I IVEIX -11.05 -11.37 -23.97 -32.41 -10.81 -7.52
Ivy Energy R IYEFX -8.22 -8.22 -21.80 -29.10 -9.99 ---
BlackRock Natural Resources Instl MAGRX -7.04 -7.23 -20.78 -30.42 -12.89 -8.97
BlackRock Natural Resources Inv B MBGRX -7.14 -7.37 -21.01 -31.23 -13.85 -9.95
BlackRock Natural Resources Inv C MCGRX -7.09 -7.33 -20.97 -31.15 -13.80 -9.92
BlackRock Natural Resources Inv A MDGRX -7.02 -7.25 -20.81 -30.59 -13.12 -9.21
BlackRock Natural Resources Inv A LW MDGRX.LW -7.02 -7.25 -20.81 -30.59 -13.12 -9.21
ProFunds Oil Equipment Svc & Dist Inv OEPIX -10.01 -9.20 -32.69 -50.66 -22.93 -16.96
ProFunds Oil Equipment Svc & Dist Svc OEPSX -10.12 -9.41 -32.92 -51.23 -23.73 -17.81
Putnam Global Energy A PGEAX -10.65 -11.18 -25.34 -42.26 -20.07 -13.11
Putnam Global Energy A Load Waived PGEAX.LW -10.65 -11.18 -25.34 -42.26 -20.07 -13.11
Putnam Global Energy C PGECX -10.79 -11.20 -25.51 -42.68 -20.69 -13.76
Putnam Global Energy B PGEDX -10.79 -11.20 -25.51 -42.68 -20.68 -13.76
Putnam Global Energy Y PGEIX -10.70 -11.09 -25.28 -42.06 -19.86 -12.88
Putnam Global Energy M PGENX -10.78 -11.18 -25.41 -42.53 -20.48 -13.54
Putnam Global Energy R PGETX -10.78 -11.18 -25.41 -42.42 -20.29 -13.33
Rydex Energy H RYEAX -8.49 -7.94 -24.66 -35.74 -16.04 -10.52
Rydex Energy C RYECX -10.68 -10.42 -26.13 -39.16 -17.45 -11.49
Rydex Energy Inv RYEIX -10.62 -10.34 -25.98 -38.62 -16.61 -10.60
Rydex Energy A RYENX -8.52 -7.98 -24.71 -35.72 -15.86 -10.34
Rydex Energy A Load Waived RYENX.LW -8.52 -7.98 -24.71 -35.72 -15.86 -10.34
Rydex Energy Services A RYESX -11.04 -12.12 -24.55 -38.91 -22.56 -15.10
Rydex Energy Services A Load Waived RYESX.LW -11.04 -12.12 -24.55 -38.91 -22.56 -15.10
Rydex Energy Services H RYVAX -11.00 -12.11 -24.55 -39.04 -22.77 -15.31
Rydex Energy Services C RYVCX -11.08 -12.19 -24.70 -39.36 -23.15 -15.74
Rydex Energy Services Inv RYVIX -11.01 -12.09 -24.49 -38.75 -22.37 -14.89
BlackRock Energy & Resources Instl SGLSX -8.01 -8.01 -27.73 -43.78 -22.45 -18.85
BlackRock Energy & Resources Inv C SSGDX -8.11 -8.11 -27.92 -44.36 -23.25 -19.70
BlackRock Energy & Resources Inv B SSGPX -8.13 -8.13 -27.92 -44.34 -23.28 -19.72
BlackRock Energy & Resources Inv A SSGRX -8.03 -8.03 -27.77 -43.93 -22.69 -19.10
BlackRock Energy & Resources Inv A LW SSGRX.LW -8.03 -8.03 -27.77 -43.93 -22.69 -19.10
Tortoise North American Engy Indep C TNPCX 2.25 2.42 -24.78 -36.89 --- ---
Tortoise North American Engy Indep Instl TNPIX 2.35 2.52 -24.50 -36.19 --- ---
Tortoise North American Engy Indep Inv TNPTX 2.36 2.54 -24.53 -36.34 --- ---
Tortoise Select Opportunity C TOPCX -10.46 -10.23 -21.01 -29.76 --- ---
Tortoise Select Opportunity Instl TOPIX -7.55 -7.31 -18.78 -25.49 --- ---
Tortoise Select Opportunity Investor TOPTX -10.55 -10.21 -20.97 -29.42 --- ---
Vanguard Energy Index Adm VENAX -7.64 -7.39 -20.06 -29.52 -9.51 -4.63
Vanguard Energy Adm VGELX -4.15 -4.48 -16.63 -26.73 -10.48 -6.54
Vanguard Energy Inv VGENX -4.18 -4.48 -16.64 -26.78 -10.54 -6.60
Waddell & Reed Energy A WEGAX -11.05 -11.38 -24.21 -32.87 -10.91 -7.83
Waddell & Reed Energy A Load Waived WEGAX.LW -11.05 -11.38 -24.21 -32.87 -10.91 -7.83
Waddell & Reed Energy B WEGBX -11.23 -11.50 -24.49 -33.80 -12.04 -8.98
Waddell & Reed Energy C WEGCX -11.13 -11.49 -24.40 -33.43 -11.63 -8.57
Waddell & Reed Energy Y WEGYX -10.99 -11.31 -24.05 -32.53 -10.45 -7.33
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