Equity Energy: Total Returns

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Data through 11/26/2014. 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 -1.50 -6.01 -16.45 -5.71 7.20 4.08
Cavanal Hill World Energy A AAWEX -0.10 --- -10.46 --- --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -0.10 --- -10.46 --- --- ---
Cavanal Hill World Energy C ACWEX -0.19 --- -10.61 --- --- ---
Cavanal Hill World Energy Institutional AIWEX -0.10 --- -10.32 --- --- ---
Cavanal Hill World Energy Investor APWEX -0.10 --- -10.38 --- --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -0.48 -4.72 -14.07 -4.25 4.27 2.40
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -0.48 -4.72 -14.07 -4.25 4.27 2.40
BlackRock All-Cap Engy & Res Investor B BACBX -0.51 -5.31 -14.19 -4.92 3.51 1.64
BlackRock All-Cap Engy & Res Investor C BACCX -0.51 -5.30 -14.21 -4.91 3.53 1.66
BlackRock All-Cap Engy & Res Instl BACIX -0.40 -4.34 -13.94 -3.79 4.71 2.84
BlackRock All-Cap Engy & Res Svc BACSX -0.41 -4.64 -14.03 -4.16 4.32 2.46
Baron Energy and Resources Retail BENFX -0.17 -0.42 -14.50 0.60 --- ---
Baron Energy and Resources Institutional BENIX -0.17 -0.25 -14.47 0.85 --- ---
BP Capital TwinLine Energy A BPEAX 2.87 9.50 -9.84 --- --- ---
BP Capital TwinLine Energy A LW BPEAX.LW 2.87 9.50 -9.84 --- --- ---
BP Capital TwinLine Energy I BPEIX 2.82 9.50 -9.84 --- --- ---
Calvert Global Alternative Energy I CAEIX 4.79 -4.50 -7.20 -2.70 13.07 -5.50
Calvert Global Alternative Energy C CGACX 4.66 -5.73 -7.54 -4.13 11.35 -6.90
Calvert Global Alternative Energy A CGAEX 4.72 -4.95 -7.31 -3.27 12.45 -5.97
Calvert Global Alternative Energy A LW CGAEX.LW 4.72 -4.95 -7.31 -3.27 12.45 -5.97
Calvert Global Alternative Energy Y CGAYX 4.69 -4.66 -7.18 -2.90 12.76 ---
MainStay Cushing® Royalty Energy Inc A CURAX -9.45 -16.15 -23.19 -14.40 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -9.45 -16.15 -23.19 -14.40 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -9.57 -16.74 -23.38 -15.03 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -9.45 --- -23.23 --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -9.45 -15.96 -23.15 -14.17 --- ---
Fidelity Advisor® Energy T FAGNX -1.33 -4.68 -15.57 -4.49 9.82 7.06
Fidelity Advisor® Energy A FANAX -1.33 -4.50 -15.53 -4.28 10.05 7.28
Fidelity Advisor® Energy A Load Waived FANAX.LW -1.33 -4.50 -15.53 -4.28 10.05 7.28
Fidelity Advisor® Energy I FANIX -1.29 -4.26 -15.48 -4.03 10.37 7.59
Fidelity Advisor® Energy B FANRX -1.39 -5.19 -15.72 -5.06 9.21 6.46
Fidelity® Select Natural Resources Port FNARX -0.78 -3.40 -16.43 -4.04 7.51 5.69
Fidelity Advisor® Energy C FNRCX -1.38 -5.13 -15.70 -5.00 9.24 6.49
Fidelity® Select Energy Portfolio FSENX -1.27 -4.26 -15.49 -4.03 10.32 7.51
Fidelity® Select Energy Service Port FSESX -5.64 -10.98 -22.61 -11.29 7.22 5.89
Fidelity® Select Natural Gas Portfolio FSNGX 0.41 -1.76 -16.96 -1.89 10.22 4.76
Invesco Energy Inv FSTEX -1.44 -5.86 -17.44 -5.35 6.41 4.28
Guinness Atkinson Alternative Energy GAAEX 1.33 -4.51 -10.77 -9.29 9.87 -9.05
Guinness Atkinson Global Energy GAGEX -1.44 -7.09 -19.15 -6.51 8.44 4.03
ICON Energy A ICEAX -2.37 -11.18 -14.61 -9.49 8.02 ---
ICON Energy A Load Waived ICEAX.LW -2.37 -11.18 -14.61 -9.49 8.02 ---
ICON Energy C ICEEX -2.47 -11.87 -14.81 -10.27 7.16 ---
ICON Energy S ICENX -2.31 -10.97 -14.57 -9.26 8.33 5.00
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -1.48 -2.49 -17.14 -0.15 11.89 14.95
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -1.48 -2.49 -17.14 -0.15 11.89 14.95
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -1.48 --- -17.27 --- --- ---
Invesco Energy C IEFCX -1.50 -6.50 -17.61 -6.06 5.61 3.50
Invesco Energy A IENAX -1.45 -5.86 -17.46 -5.35 6.40 4.28
Invesco Energy A Load Waived IENAX.LW -1.45 -5.86 -17.46 -5.35 6.40 4.28
Invesco Energy B IENBX -1.52 -6.52 -17.62 -6.06 5.61 3.49
Invesco Energy R5 IENIX -1.42 -5.57 -17.38 -5.02 6.79 4.66
Ivy Energy R6 IENRX -0.06 --- -14.55 --- --- ---
Invesco Energy Y IENYX -1.43 -5.66 -17.40 -5.13 6.67 4.54
Ivy Energy A IEYAX -0.13 -0.45 -14.62 0.06 10.66 7.48
Ivy Energy A Load Waived IEYAX.LW -0.13 -0.45 -14.62 0.06 10.66 7.48
Ivy Energy B IEYBX -0.21 -1.17 -14.82 -0.69 9.75 6.56
Ivy Energy C IEYCX -0.21 -1.02 -14.79 -0.55 9.98 6.79
Ivy Energy Y IEYYX -0.13 -0.38 -14.67 0.19 10.84 7.64
Ivy Energy I IVEIX -0.13 -0.13 -14.60 0.44 11.09 7.91
Ivy Energy R IYEFX -0.13 -0.65 -14.71 -0.13 --- ---
BlackRock Natural Resources Instl MAGRX -0.88 -4.27 -15.54 -2.93 6.52 4.41
BlackRock Natural Resources Inv B MBGRX -0.98 -5.17 -15.78 -3.96 5.39 3.31
BlackRock Natural Resources Inv C MCGRX -0.98 -5.16 -15.76 -3.93 5.41 3.31
BlackRock Natural Resources Inv A MDGRX -0.91 -4.48 -15.60 -3.17 6.24 4.13
BlackRock Natural Resources Inv A LW MDGRX.LW -0.91 -4.48 -15.60 -3.17 6.24 4.13
ProFunds Oil Equipment Svc & Dist Inv OEPIX -5.43 -4.53 -25.31 -3.89 12.01 8.08
ProFunds Oil Equipment Svc & Dist Svc OEPSX -5.51 -5.43 -25.51 -4.86 10.89 7.00
Putnam Global Energy A PGEAX -1.69 -7.97 -18.54 -6.77 5.86 3.03
Putnam Global Energy A Load Waived PGEAX.LW -1.69 -7.97 -18.54 -6.77 5.86 3.03
Putnam Global Energy C PGECX -1.79 -8.61 -18.70 -7.53 5.09 2.25
Putnam Global Energy B PGEDX -1.79 -8.61 -18.70 -7.51 5.07 2.25
Putnam Global Energy Y PGEIX -1.75 -7.81 -18.53 -6.59 6.13 3.28
Putnam Global Energy M PGENX -1.77 -8.40 -18.64 -7.31 5.33 2.50
Putnam Global Energy R PGETX -1.78 -8.16 -18.63 -7.08 5.60 2.76
Rydex Energy Adv RYEAX -1.75 -8.40 -18.02 -7.58 7.37 5.31
Rydex Energy C RYECX -1.77 -8.83 -18.14 -8.03 6.84 4.78
Rydex Energy Inv RYEIX -1.72 -8.00 -17.91 -7.11 7.91 5.84
Rydex Energy A RYENX -1.74 -8.21 -17.99 -7.33 7.61 5.55
Rydex Energy A Load Waived RYENX.LW -1.74 -8.21 -17.99 -7.33 7.61 5.55
Rydex Energy Services A RYESX -6.90 -18.87 -25.09 -18.56 2.19 3.09
Rydex Energy Services A Load Waived RYESX.LW -6.90 -18.87 -25.09 -18.56 2.19 3.09
Rydex Energy Services Adv RYVAX -6.92 -19.05 -25.15 -18.77 1.93 2.83
Rydex Energy Services C RYVCX -6.96 -19.41 -25.23 -19.18 1.42 2.32
Rydex Energy Services Inv RYVIX -6.87 -18.68 -25.03 -18.35 2.44 3.34
BlackRock Energy & Resources Instl SGLSX -2.42 -13.89 -21.42 -13.59 -1.59 0.12
BlackRock Energy & Resources Inv C SSGDX -2.55 -14.72 -21.64 -14.50 -2.63 -0.96
BlackRock Energy & Resources Inv B SSGPX -2.53 -14.76 -21.65 -14.54 -2.65 -0.98
BlackRock Energy & Resources Inv A SSGRX -2.45 -14.13 -21.50 -13.87 -1.90 -0.22
BlackRock Energy & Resources Inv A LW SSGRX.LW -2.45 -14.13 -21.50 -13.87 -1.90 -0.22
Tortoise North American Engy Indep C TNPCX -0.82 -5.78 -18.75 -6.96 --- ---
Tortoise North American Engy Indep Instl TNPIX -0.72 -4.88 -18.50 -5.99 --- ---
Tortoise North American Engy Indep Inv TNPTX -0.72 -5.06 -18.56 -6.25 --- ---
Tortoise Select Opportunity C TOPCX -3.00 2.50 -16.31 6.19 --- ---
Tortoise Select Opportunity Instl TOPIX -2.89 3.46 -16.12 7.23 --- ---
Tortoise Select Opportunity Investor TOPTX -2.89 3.27 -16.15 6.99 --- ---
Vanguard Energy Index Adm VENAX -0.55 -2.98 -13.27 -0.95 11.40 9.18
Vanguard Energy Adm VGELX -0.34 -4.73 -13.66 -3.34 7.61 5.08
Vanguard Energy Inv VGENX -0.34 -4.79 -13.67 -3.40 7.55 5.01
Waddell & Reed Energy A WEGAX -0.13 -0.38 -14.97 0.13 10.87 7.54
Waddell & Reed Energy A Load Waived WEGAX.LW -0.13 -0.38 -14.97 0.13 10.87 7.54
Waddell & Reed Energy B WEGBX -0.28 -1.53 -15.27 -1.05 9.49 6.27
Waddell & Reed Energy C WEGCX -0.21 -1.15 -15.13 -0.68 9.95 6.66
Waddell & Reed Energy Y WEGYX -0.12 0.00 -14.87 0.56 11.49 8.12
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