Equity Energy: Total Returns

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Data through 10/20/2014. 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 -13.15 -6.23 -17.34 -8.30 5.14 3.10
Cavanal Hill World Energy A AAWEX -10.07 --- -11.80 --- --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -10.07 --- -11.80 --- --- ---
Cavanal Hill World Energy C ACWEX -10.14 --- -12.02 --- --- ---
Cavanal Hill World Energy Institutional AIWEX -10.10 --- -11.82 --- --- ---
Cavanal Hill World Energy Investor APWEX -10.07 --- -11.79 --- --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -12.53 -6.23 -16.75 -8.64 2.23 1.52
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -12.53 -6.23 -16.75 -8.64 2.23 1.52
BlackRock All-Cap Engy & Res Investor B BACBX -12.61 -6.76 -16.90 -9.32 1.47 0.76
BlackRock All-Cap Engy & Res Investor C BACCX -12.58 -6.74 -16.87 -9.30 1.50 0.80
BlackRock All-Cap Engy & Res Instl BACIX -12.51 -5.93 -16.67 -8.26 2.66 1.95
BlackRock All-Cap Engy & Res Svc BACSX -12.56 -6.21 -16.72 -8.61 2.26 1.57
Baron Energy and Resources Retail BENFX -13.44 -1.52 -17.60 -3.87 --- ---
Baron Energy and Resources Institutional BENIX -13.49 -1.43 -17.61 -3.61 --- ---
BP Capital TwinLine Energy A BPEAX -12.13 4.30 -12.32 --- --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -12.13 4.30 -12.32 --- --- ---
BP Capital TwinLine Energy I BPEIX -12.17 4.30 -12.32 --- --- ---
Calvert Global Alternative Energy I CAEIX -9.97 -10.45 -13.09 -8.64 6.49 -7.29
Calvert Global Alternative Energy C CGACX -10.09 -11.47 -13.41 -9.96 4.95 -8.65
Calvert Global Alternative Energy A CGAEX -10.12 -10.84 -13.28 -9.14 5.97 -7.75
Calvert Global Alternative Energy A LW CGAEX.LW -10.12 -10.84 -13.28 -9.14 5.97 -7.75
Calvert Global Alternative Energy Y CGAYX -10.03 -10.61 -13.19 -8.84 6.26 ---
MainStay Cushing® Royalty Energy Inc A CURAX -12.72 -7.16 -14.35 -6.31 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -12.72 -7.16 -14.35 -6.31 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -12.77 -7.70 -14.52 -6.99 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -12.82 --- -14.44 --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -12.69 -7.02 -14.32 -6.11 --- ---
Fidelity Advisor® Energy T FAGNX -12.29 -5.57 -16.90 -7.91 6.82 5.48
Fidelity Advisor® Energy A FANAX -12.29 -5.41 -16.85 -7.71 7.05 5.70
Fidelity Advisor® Energy A Load Waived FANAX.LW -12.29 -5.41 -16.85 -7.71 7.05 5.70
Fidelity Advisor® Energy I FANIX -12.26 -5.20 -16.79 -7.46 7.36 6.01
Fidelity Advisor® Energy B FANRX -12.33 -6.00 -17.03 -8.46 6.23 4.89
Fidelity® Select Natural Resources Port FNARX -12.49 -4.30 -17.79 -8.97 5.10 4.65
Fidelity Advisor® Energy C FNRCX -12.33 -5.97 -17.02 -8.40 6.27 4.92
Fidelity® Select Energy Portfolio FSENX -12.27 -5.21 -16.84 -7.47 7.32 5.92
Fidelity® Select Energy Service Port FSESX -14.75 -8.21 -21.80 -11.79 6.59 4.88
Fidelity® Select Natural Gas Portfolio FSNGX -14.99 -3.48 -19.27 -4.65 8.00 2.26
Invesco Energy Inv FSTEX -13.93 -6.37 -18.46 -7.25 4.81 3.18
Guinness Atkinson Alternative Energy GAAEX -12.03 -6.52 -11.40 -13.86 5.18 -10.15
Guinness Atkinson Global Energy GAGEX -15.99 -8.01 -20.67 -8.32 5.52 2.98
ICON Energy A ICEAX -10.20 -11.05 -14.48 -10.43 5.23 ---
ICON Energy A Load Waived ICEAX.LW -10.20 -11.05 -14.48 -10.43 5.23 ---
ICON Energy C ICEEX -10.27 -11.65 -14.64 -11.17 4.40 ---
ICON Energy S ICENX -10.19 -10.89 -14.42 -10.20 5.52 4.46
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -15.40 -3.65 -17.83 -3.69 11.14 14.80
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -15.40 -3.65 -17.83 -3.69 11.14 14.80
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -15.40 --- -17.93 --- --- ---
Invesco Energy C IEFCX -13.99 -6.93 -18.62 -7.94 4.03 2.41
Invesco Energy A IENAX -13.92 -6.35 -18.43 -7.23 4.82 3.18
Invesco Energy A Load Waived IENAX.LW -13.92 -6.35 -18.43 -7.23 4.82 3.18
Invesco Energy B IENBX -13.99 -6.93 -18.61 -7.94 4.03 2.40
Invesco Energy R5 IENIX -13.92 -6.11 -18.39 -6.92 5.19 3.56
Ivy Energy R6 IENRX -12.47 --- --- --- --- ---
Invesco Energy Y IENYX -13.91 -6.16 -18.39 -7.00 5.08 3.44
Ivy Energy A IEYAX -12.47 -1.68 -16.18 -5.23 9.22 6.21
Ivy Energy A Load Waived IEYAX.LW -12.47 -1.68 -16.18 -5.23 9.22 6.21
Ivy Energy B IEYBX -12.62 -2.34 -16.42 -5.96 8.30 5.28
Ivy Energy C IEYCX -12.56 -2.17 -16.37 -5.76 8.54 5.51
Ivy Energy Y IEYYX -12.50 -1.60 -16.17 -5.06 9.41 6.35
Ivy Energy I IVEIX -12.47 -1.39 -16.13 -4.81 9.65 6.62
Ivy Energy R IYEFX -12.50 -1.81 -16.26 -5.36 --- ---
BlackRock Natural Resources Instl MAGRX -12.10 -5.16 -17.04 -7.16 4.75 3.72
BlackRock Natural Resources Inv B MBGRX -12.18 -5.95 -17.27 -8.14 3.64 2.63
BlackRock Natural Resources Inv C MCGRX -12.17 -5.94 -17.27 -8.12 3.66 2.63
BlackRock Natural Resources Inv A MDGRX -12.12 -5.34 -17.09 -7.39 4.47 3.45
BlackRock Natural Resources Inv A LW MDGRX.LW -12.12 -5.34 -17.09 -7.39 4.47 3.45
ProFunds Oil Equipment Svc & Dist Inv OEPIX -17.66 -2.99 -25.95 -6.32 10.49 6.17
ProFunds Oil Equipment Svc & Dist Svc OEPSX -17.73 -3.82 -26.19 -7.27 9.38 5.10
Putnam Global Energy A PGEAX -14.95 -7.76 -20.39 -7.59 3.68 2.98
Putnam Global Energy A Load Waived PGEAX.LW -14.95 -7.76 -20.39 -7.59 3.68 2.98
Putnam Global Energy C PGECX -14.99 -8.33 -20.57 -8.34 2.89 2.20
Putnam Global Energy B PGEDX -14.99 -8.33 -20.57 -8.33 2.90 2.20
Putnam Global Energy Y PGEIX -14.95 -7.61 -20.38 -7.41 3.92 3.23
Putnam Global Energy M PGENX -15.03 -8.19 -20.55 -8.13 3.14 2.45
Putnam Global Energy R PGETX -15.01 -7.95 -20.49 -7.90 3.41 2.72
Rydex Energy Adv RYEAX -13.75 -8.49 -18.64 -8.69 5.56 4.35
Rydex Energy C RYECX -13.82 -8.88 -18.76 -9.13 5.04 3.83
Rydex Energy Inv RYEIX -13.73 -8.15 -18.54 -8.21 6.11 4.88
Rydex Energy A RYENX -13.75 -8.33 -18.60 -8.46 5.80 4.60
Rydex Energy A Load Waived RYENX.LW -13.75 -8.33 -18.60 -8.46 5.80 4.60
Rydex Energy Services A RYESX -15.69 -14.64 -23.83 -17.16 2.87 2.74
Rydex Energy Services A Load Waived RYESX.LW -15.69 -14.64 -23.83 -17.16 2.87 2.74
Rydex Energy Services Adv RYVAX -15.71 -14.81 -23.87 -17.37 2.61 2.48
Rydex Energy Services C RYVCX -15.76 -15.15 -23.98 -17.79 2.10 1.97
Rydex Energy Services Inv RYVIX -15.68 -14.48 -23.77 -16.96 3.13 2.99
BlackRock Energy & Resources Instl SGLSX -15.55 -12.15 -21.53 -17.27 -2.50 -0.71
BlackRock Energy & Resources Inv C SSGDX -15.60 -12.87 -21.75 -18.10 -3.52 -1.77
BlackRock Energy & Resources Inv B SSGPX -15.63 -12.92 -21.76 -18.14 -3.54 -1.81
BlackRock Energy & Resources Inv A SSGRX -15.57 -12.34 -21.60 -17.50 -2.80 -1.04
BlackRock Energy & Resources Inv A LW SSGRX.LW -15.57 -12.34 -21.60 -17.50 -2.80 -1.04
Tortoise North American Engy Indep C TNPCX -14.65 -6.47 -21.39 -13.19 --- ---
Tortoise North American Engy Indep Instl TNPIX -14.60 -5.74 -21.20 -12.33 --- ---
Tortoise North American Engy Indep Inv TNPTX -14.56 -5.84 -21.19 -12.50 --- ---
Tortoise Select Opportunity C TOPCX -13.89 3.65 -12.77 3.80 --- ---
Tortoise Select Opportunity Instl TOPIX -13.79 4.51 -12.54 4.81 --- ---
Tortoise Select Opportunity Investor TOPTX -13.88 4.32 -12.63 4.58 --- ---
Vanguard Energy Index Adm VENAX -11.45 -4.86 -15.56 -2.13 8.70 8.24
Vanguard Energy Adm VGELX -11.64 -6.19 -16.09 -5.07 5.12 4.33
Vanguard Energy Inv VGENX -11.64 -6.23 -16.10 -5.12 5.06 4.27
Waddell & Reed Energy A WEGAX -12.68 -1.59 -16.46 -5.34 9.45 6.22
Waddell & Reed Energy A Load Waived WEGAX.LW -12.68 -1.59 -16.46 -5.34 9.45 6.22
Waddell & Reed Energy B WEGBX -12.83 -2.64 -16.78 -6.48 8.08 4.96
Waddell & Reed Energy C WEGCX -12.77 -2.31 -16.66 -6.12 8.51 5.36
Waddell & Reed Energy Y WEGYX -12.72 -1.29 -16.41 -4.92 10.01 6.77
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