Equity Energy: Total Returns

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Data through 5/26/2017. 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 -4.67 -13.29 -8.95 0.19 -15.47 -3.10
Cavanal Hill World Energy A AAWEX -4.25 -10.64 -7.26 2.65 -7.13 ---
Cavanal Hill World Energy C ACWEX -4.28 -10.87 -7.48 2.05 -7.81 ---
Cavanal Hill World Energy Institutional AIWEX -4.24 -10.47 -7.18 3.16 -6.86 ---
Cavanal Hill World Energy Investor APWEX -4.25 -10.66 -7.28 2.73 -7.15 ---
BlackRock All-Cap Engy & Res Investor A BACAX -2.10 -9.93 -4.21 1.61 -13.25 -1.97
BlackRock All-Cap Engy & Res Investor B BACBX -2.15 -10.16 -4.40 0.91 -13.90 -2.69
BlackRock All-Cap Engy & Res Investor C BACCX -2.30 -10.20 -4.50 0.84 -13.91 -2.69
BlackRock All-Cap Engy & Res Instl BACIX -2.05 -9.78 -4.10 2.04 -12.89 -1.57
BlackRock All-Cap Engy & Res Svc BACSX -2.18 -9.89 -4.19 1.62 -13.25 -1.96
Baron Energy and Resources Retail BENFX -3.74 -8.44 -6.79 7.57 -14.38 -1.68
Baron Energy and Resources Institutional BENIX -3.69 -8.34 -6.70 7.74 -14.20 -1.47
Baron Energy and Resources R6 BENUX -3.70 -8.35 -6.82 --- --- ---
BP Capital TwinLine Energy A BPEAX -4.50 -8.30 -6.81 10.21 -5.03 ---
BP Capital TwinLine Energy C BPECX -4.50 -8.47 -6.92 9.62 --- ---
BP Capital TwinLine Energy I BPEIX -4.43 -8.17 -6.73 10.53 -4.79 ---
MainStay Cushing® Energy Income A CURAX -3.13 -7.39 -5.70 8.14 -32.70 ---
MainStay Cushing® Energy Income C CURCX -3.02 -7.61 -5.90 7.38 -33.24 ---
MainStay Cushing® Energy Income Investor CURNX -3.14 -7.42 -5.73 8.14 --- ---
MainStay Cushing® Energy Income I CURZX -3.31 -7.39 -5.78 8.31 -32.55 ---
Miller/Howard Drill Bit to Burner Tp®Adv DBBDX -2.70 -4.37 -4.12 3.37 --- ---
Miller/Howard Drill Bit to Burner Tp® I DBBEX -2.70 -4.28 -4.03 3.69 --- ---
Oppenheimer SteelPath Panoramic A EESAX -4.78 -12.10 -8.80 3.97 --- ---
Oppenheimer SteelPath Panoramic C EESCX -4.93 -12.46 -8.97 3.14 --- ---
Oppenheimer SteelPath Panoramic I EESIX -4.76 -11.96 -8.67 4.38 --- ---
Oppenheimer SteelPath Panoramic R EESRX -4.79 -12.20 -8.82 3.65 --- ---
Oppenheimer SteelPath Panoramic Y EESYX -4.77 -11.98 -8.68 4.17 --- ---
Fidelity Advisor® Energy M FAGNX -4.11 -13.25 -7.82 0.03 -9.85 1.83
Fidelity Advisor® Energy A FANAX -4.08 -13.15 -7.74 0.30 -9.62 2.08
Fidelity Advisor® Energy I FANIX -4.05 -13.04 -7.68 0.61 -9.37 2.37
Fidelity® Select Natural Resources Port FNARX -3.27 -10.92 -6.51 1.26 -10.03 0.90
Fidelity Advisor® Energy C FNRCX -4.14 -13.40 -7.92 -0.42 -10.27 1.34
Fidelity® Select Energy FSENX -4.07 -13.08 -7.67 0.69 -9.34 2.37
Fidelity® Select Energy Service Port FSESX -7.83 -16.70 -14.87 7.25 -16.42 -2.64
Fidelity® Select Natural Gas FSNGX -6.34 -16.78 -11.45 1.35 -16.00 -1.88
Invesco Energy Inv FSTEX -4.82 -15.27 -8.60 -8.14 -17.43 -4.21
Guinness Atkinson Global Energy GAGEX -2.82 -11.08 -5.48 -1.07 -15.94 -1.57
ICON Energy A ICEAX -3.91 -10.95 -6.67 0.57 -13.01 -1.12
ICON Energy C ICEEX -3.99 -11.22 -6.85 -0.20 -13.68 -1.89
ICON Energy S ICENX -3.89 -10.83 -6.56 0.90 -12.76 -0.84
Williston Basin/Mid-North America Stk A ICPAX -4.16 -14.50 -10.27 5.81 -10.85 2.83
Williston Basin/Mid-North America Stk C ICPUX -4.19 -14.60 -10.50 5.23 -11.30 ---
Williston Basin/Mid-North America Stk I ICWIX -4.16 -14.36 -10.27 --- --- ---
Invesco Energy C IEFCX -4.89 -15.53 -8.79 -8.84 -18.05 -4.92
Invesco Energy A IENAX -4.84 -15.28 -8.61 -8.14 -17.43 -4.20
Invesco Energy B IENBX -4.89 -15.53 -8.80 -8.84 -18.06 -4.92
Invesco Energy R5 IENIX -4.79 -15.13 -8.53 -7.77 -17.09 -3.83
Ivy Energy N IENRX -6.15 -16.81 -12.27 -1.98 --- ---
Invesco Energy R6 IENSX -4.79 --- --- --- --- ---
Invesco Energy Y IENYX -4.82 -15.23 -8.58 -7.94 -17.23 -3.97
Ivy Energy A IEYAX -6.17 -16.93 -12.33 -2.38 -11.25 1.01
Ivy Energy B IEYBX -6.23 -17.20 -12.52 -3.22 -12.00 0.15
Ivy Energy C IEYCX -6.20 -17.18 -12.52 -3.07 -11.84 0.37
Ivy Energy Y IEYYX -6.16 -16.91 -12.31 -2.35 -11.14 1.15
Ivy Energy I IVEIX -6.10 -16.81 -12.25 -2.07 -10.90 1.40
Ivy Energy R IYEFX -6.22 -17.05 -12.36 -2.65 -11.45 ---
BlackRock Natural Resources Instl MAGRX -1.25 -8.73 -4.39 2.15 -11.23 -0.40
BlackRock Natural Resources Inv B MBGRX -1.40 -9.35 -4.78 0.71 -12.32 -1.56
BlackRock Natural Resources Inv C MCGRX -1.34 -9.12 -4.65 1.06 -12.17 -1.45
BlackRock Natural Resources Inv A MDGRX -1.29 -8.83 -4.47 1.85 -11.47 -0.67
Integrity Energized Dividend A NRGDX -0.46 -3.35 -0.91 17.58 --- ---
Integrity Energized Dividend C NRGUX -0.46 -3.60 -1.08 16.75 --- ---
Integrity Energized Dividend I NRIGX -0.46 -3.29 -0.85 --- --- ---
ProFunds Oil Equipment Svc & Dist Inv OEPIX -10.07 -21.66 -17.67 1.24 -23.97 -5.74
ProFunds Oil Equipment Svc & Dist Svc OEPSX -10.10 -21.90 -17.82 0.35 -24.72 -6.67
Putnam Global Energy A PGEAX -3.85 -15.87 -11.84 -0.89 -20.83 -7.13
Putnam Global Energy C PGECX -3.97 -16.11 -12.08 -1.74 -21.44 -7.83
Putnam Global Energy B PGEDX -3.97 -16.11 -11.96 -1.74 -21.44 -7.83
Putnam Global Energy Y PGEIX -3.95 -15.85 -11.86 -0.82 -20.65 -6.92
Putnam Global Energy M PGENX -3.91 -16.00 -11.91 -1.49 -21.24 -7.60
Putnam Global Energy R PGETX -3.90 -15.96 -11.88 -1.25 -21.05 -7.37
Rydex Energy H RYEAX -5.01 -14.79 -9.26 -1.15 -16.24 -3.17
Rydex Energy C RYECX -5.07 -15.02 -9.42 -1.85 -16.78 -3.74
Rydex Energy Inv RYEIX -4.99 -14.69 -9.20 -0.87 -15.94 -2.76
Rydex Energy A RYENX -5.01 -14.77 -9.26 -1.11 -16.11 -2.98
Rydex Energy Services A RYESX -9.87 -22.69 -19.51 -7.62 -24.37 -9.58
Rydex Energy Services H RYVAX -9.86 -22.76 -19.57 -7.71 -24.51 -9.77
Rydex Energy Services C RYVCX -9.89 -22.91 -19.62 -8.27 -24.93 -10.26
Rydex Energy Services Inv RYVIX -9.83 -22.62 -19.46 -7.40 -24.18 -9.36
BlackRock Energy & Resources Instl SGLSX -4.69 -14.21 -8.79 -2.59 -21.54 -8.47
BlackRock Energy & Resources Inv C SSGDX -4.74 -14.53 -9.05 -3.60 -22.34 -9.41
BlackRock Energy & Resources Inv B SSGPX -4.78 -14.55 -9.05 -3.57 -22.35 -9.43
BlackRock Energy & Resources Inv A SSGRX -4.73 -14.32 -8.84 -2.89 -21.78 -8.75
Tortoise North American Engy Indep C TNPCX -7.05 -16.18 -9.71 -9.49 -15.96 ---
Tortoise North American Engy Indep Instl TNPIX -7.01 -15.91 -9.57 -8.70 -15.11 ---
Tortoise North American Engy Indep Inv TNPTX -7.08 -16.05 -9.66 -8.89 -15.34 ---
Tortoise Select Opportunity C TOPCX -4.88 -13.42 -9.68 1.06 -9.82 ---
Tortoise Select Opportunity Instl TOPIX -4.77 -13.06 -9.47 2.16 -8.91 ---
Tortoise Select Opportunity Investor TOPTX -4.77 -13.16 -9.48 1.86 -9.15 ---
Vanguard Energy Index Admiral VENAX -3.22 -12.06 -6.01 0.24 -9.78 1.62
Vanguard Energy Adm VGELX -1.81 -7.06 -2.99 5.02 -8.47 1.82
Vanguard Energy Inv VGENX -1.81 -7.09 -3.00 4.93 -8.53 1.76
Waddell & Reed Energy A WEGAX -6.21 -17.02 -12.39 -2.50 -11.14 1.22
Waddell & Reed Energy B WEGBX -6.30 -17.56 -12.80 -4.00 -12.40 -0.15
Waddell & Reed Energy C WEGCX -6.28 -17.29 -12.58 -3.24 -11.88 0.37
Waddell & Reed Energy Y WEGYX -6.12 -16.84 -12.32 -2.08 -10.72 1.72
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