Equity Energy: Total Returns

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Data through 3/3/2015. 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 1.48 -0.15 -3.32 -17.49 -2.34 1.49
Cavanal Hill World Energy A AAWEX -1.65 0.63 -1.64 -6.93 --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -1.65 0.63 -1.64 -6.93 --- ---
Cavanal Hill World Energy C ACWEX -1.76 0.42 -1.81 -7.57 --- ---
Cavanal Hill World Energy Institutional AIWEX -1.64 0.63 -1.58 -6.67 --- ---
Cavanal Hill World Energy Investor APWEX -1.65 0.63 -1.65 -6.92 --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -3.36 -2.19 -5.39 -13.10 -3.84 -0.63
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -3.36 -2.19 -5.39 -13.10 -3.84 -0.63
BlackRock All-Cap Engy & Res Investor B BACBX -3.44 -2.29 -5.58 -13.75 -4.57 -1.37
BlackRock All-Cap Engy & Res Investor C BACCX -3.44 -2.30 -5.60 -13.75 -4.54 -1.34
BlackRock All-Cap Engy & Res Instl BACIX -3.34 -2.13 -5.30 -12.80 -3.46 -0.21
BlackRock All-Cap Engy & Res Svc BACSX -3.35 -2.19 -5.40 -13.10 -3.81 -0.58
Baron Energy and Resources Retail BENFX 0.76 2.03 0.48 -14.38 0.20 ---
Baron Energy and Resources Institutional BENIX 0.85 2.11 0.57 -14.14 0.44 ---
BP Capital TwinLine Energy A BPEAX 0.70 5.02 0.57 -0.26 --- ---
BP Capital TwinLine Energy A LW BPEAX.LW 0.70 5.02 0.57 -0.26 --- ---
BP Capital TwinLine Energy C BPECX --- --- --- --- --- ---
BP Capital TwinLine Energy I BPEIX 0.70 5.07 0.62 -0.21 --- ---
Calvert Global Energy Solutions I CAEIX 5.43 6.06 3.01 -7.12 6.82 -3.16
Calvert Global Energy Solutions C CGACX 5.20 5.70 2.61 -8.49 5.25 -4.59
Calvert Global Energy Solutions A CGAEX 5.37 6.01 2.92 -7.47 6.29 -3.62
Calvert Global Energy Solutions A LW CGAEX.LW 5.37 6.01 2.92 -7.47 6.29 -3.62
Calvert Global Energy Solutions Y CGAYX 5.47 5.92 2.95 -7.22 6.61 ---
MainStay Cushing® Royalty Energy Inc A CURAX -1.95 -3.54 -22.37 -43.54 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -1.95 -3.54 -22.37 -43.54 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -2.09 -3.81 -22.58 -44.02 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -1.95 -3.64 -22.45 --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -1.93 -3.61 -22.37 -43.43 --- ---
Fidelity Advisor® Energy T FAGNX -1.68 1.59 -1.60 -11.27 0.65 4.72
Fidelity Advisor® Energy A FANAX -1.66 1.66 -1.54 -11.06 0.87 4.95
Fidelity Advisor® Energy A Load Waived FANAX.LW -1.66 1.66 -1.54 -11.06 0.87 4.95
Fidelity Advisor® Energy I FANIX -1.66 1.68 -1.47 -10.82 1.15 5.24
Fidelity Advisor® Energy B FANRX -1.71 1.51 -1.74 -11.77 0.09 4.14
Fidelity® Select Natural Resources Port FNARX -1.54 3.12 -0.25 -11.51 -0.89 4.05
Fidelity Advisor® Energy C FNRCX -1.73 1.47 -1.74 -11.74 0.12 4.17
Fidelity® Select Energy Portfolio FSENX -1.68 1.61 -1.58 -11.03 1.05 5.14
Fidelity® Select Energy Service Port FSESX -1.33 -3.50 -8.55 -27.15 -5.18 0.52
Fidelity® Select Natural Gas Portfolio FSNGX -2.61 -1.05 -5.69 -16.93 0.73 1.15
Invesco Energy Inv FSTEX -3.23 -0.80 -6.02 -18.50 -3.52 0.94
Guinness Atkinson Alternative Energy GAAEX 3.85 2.63 -3.31 -18.75 2.58 -8.85
Guinness Atkinson Global Energy GAGEX -2.07 0.97 -4.03 -20.44 -2.61 1.34
ICON Energy A ICEAX -0.42 0.35 -5.21 -18.78 -1.99 ---
ICON Energy A Load Waived ICEAX.LW -0.42 0.35 -5.21 -18.78 -1.99 ---
ICON Energy C ICEEX -0.43 0.29 -5.35 -19.37 -2.76 ---
ICON Energy S ICENX -0.42 0.42 -5.17 -18.53 -1.71 3.33
Integrity Williston Bsn/Md-N Amer Stk A ICPAX 0.34 3.10 0.09 -11.28 3.40 13.01
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW 0.34 3.10 0.09 -11.28 3.40 13.01
Integrity Williston Bsn/Md-N Amer Stk C ICPUX 0.34 3.11 0.10 --- --- ---
Invesco Energy C IEFCX -3.29 -0.96 -6.19 -19.12 -4.24 0.18
Invesco Energy A IENAX -3.25 -0.82 -6.02 -18.50 -3.52 0.93
Invesco Energy A Load Waived IENAX.LW -3.25 -0.82 -6.02 -18.50 -3.52 0.93
Invesco Energy B IENBX -3.30 -0.97 -6.22 -19.12 -4.24 0.17
Invesco Energy R5 IENIX -3.23 -0.75 -5.93 -18.20 -3.17 1.30
Ivy Energy R6 IENRX 0.28 1.90 -1.23 --- --- ---
Invesco Energy Y IENYX -3.21 -0.76 -5.97 -18.29 -3.27 1.18
Ivy Energy A IEYAX 0.28 1.81 -1.33 -11.10 1.99 4.77
Ivy Energy A Load Waived IEYAX.LW 0.28 1.81 -1.33 -11.10 1.99 4.77
Ivy Energy B IEYBX 0.15 1.63 -1.58 -11.84 1.12 3.88
Ivy Energy C IEYCX 0.23 1.68 -1.48 -11.69 1.34 4.10
Ivy Energy Y IEYYX 0.28 1.79 -1.32 -10.99 2.12 4.92
Ivy Energy I IVEIX 0.28 1.90 -1.23 -10.77 2.39 5.19
Ivy Energy R IYEFX 0.29 1.81 -1.40 -11.31 --- ---
BlackRock Natural Resources Instl MAGRX -1.91 -0.64 -4.81 -14.74 -2.77 2.02
BlackRock Natural Resources Inv B MBGRX -2.01 -0.85 -5.10 -15.67 -3.81 0.94
BlackRock Natural Resources Inv C MCGRX -2.00 -0.83 -5.07 -15.63 -3.78 0.95
BlackRock Natural Resources Inv A MDGRX -1.93 -0.70 -4.88 -14.97 -3.03 1.75
BlackRock Natural Resources Inv A LW MDGRX.LW -1.93 -0.70 -4.88 -14.97 -3.03 1.75
ProFunds Oil Equipment Svc & Dist Inv OEPIX -0.93 -2.07 -6.23 -21.15 -2.32 3.26
ProFunds Oil Equipment Svc & Dist Svc OEPSX -1.06 -2.25 -6.47 -21.99 -3.29 2.22
Putnam Global Energy A PGEAX -1.63 -1.72 -7.26 -20.58 -5.05 0.77
Putnam Global Energy A Load Waived PGEAX.LW -1.63 -1.72 -7.26 -20.58 -5.05 0.77
Putnam Global Energy C PGECX -1.66 -1.76 -7.39 -21.11 -5.75 0.04
Putnam Global Energy B PGEDX -1.67 -1.86 -7.48 -21.19 -5.78 0.02
Putnam Global Energy Y PGEIX -1.62 -1.62 -7.14 -20.33 -4.83 1.04
Putnam Global Energy M PGENX -1.64 -1.83 -7.40 -20.99 -5.54 0.27
Putnam Global Energy R PGETX -1.65 -1.65 -7.24 -20.72 -5.29 0.55
Rydex Energy Adv RYEAX -1.45 0.41 -3.80 -17.80 -2.51 2.50
Rydex Energy C RYECX -1.59 0.25 -4.05 -18.30 -3.02 1.97
Rydex Energy Inv RYEIX -1.37 0.55 -3.65 -17.37 -2.00 3.02
Rydex Energy A RYENX -1.41 0.63 -3.61 -17.49 -2.23 2.77
Rydex Energy A Load Waived RYENX.LW -1.41 0.63 -3.61 -17.49 -2.23 2.77
Rydex Energy Services A RYESX -2.06 -3.32 -6.81 -31.85 -9.09 -1.53
Rydex Energy Services A Load Waived RYESX.LW -2.06 -3.32 -6.81 -31.85 -9.09 -1.53
Rydex Energy Services Adv RYVAX -2.09 -3.39 -6.92 -32.07 -9.33 -1.78
Rydex Energy Services C RYVCX -2.13 -3.45 -7.01 -32.38 -9.77 -2.27
Rydex Energy Services Inv RYVIX -2.03 -3.27 -6.76 -31.69 -8.86 -1.29
BlackRock Energy & Resources Instl SGLSX -3.41 -1.87 -5.58 -28.66 -11.64 -5.18
BlackRock Energy & Resources Inv C SSGDX -3.48 -2.05 -5.81 -29.39 -12.56 -6.19
BlackRock Energy & Resources Inv B SSGPX -3.51 -2.04 -5.82 -29.45 -12.58 -6.22
BlackRock Energy & Resources Inv A SSGRX -3.46 -1.96 -5.66 -28.88 -11.91 -5.49
BlackRock Energy & Resources Inv A LW SSGRX.LW -3.46 -1.96 -5.66 -28.88 -11.91 -5.49
Tortoise North American Engy Indep C TNPCX -3.18 1.67 -2.18 -19.56 --- ---
Tortoise North American Engy Indep Instl TNPIX -3.02 1.97 -1.83 -18.64 --- ---
Tortoise North American Engy Indep Inv TNPTX -3.03 1.87 -1.94 -18.93 --- ---
Tortoise Select Opportunity C TOPCX 0.90 4.78 2.24 -6.14 --- ---
Tortoise Select Opportunity Instl TOPIX 0.99 5.05 2.49 -5.13 --- ---
Tortoise Select Opportunity Investor TOPTX 0.99 4.95 2.47 -5.44 --- ---
Vanguard Energy Index Adm VENAX -1.67 -0.68 -3.61 -9.14 2.56 7.63
Vanguard Energy Adm VGELX -1.86 0.86 -4.10 -13.27 -1.40 3.41
Vanguard Energy Inv VGENX -1.85 0.86 -4.11 -13.31 -1.46 3.35
Waddell & Reed Energy A WEGAX 0.35 2.57 -0.42 -10.41 2.33 4.94
Waddell & Reed Energy A Load Waived WEGAX.LW 0.35 2.57 -0.42 -10.41 2.33 4.94
Waddell & Reed Energy B WEGBX 0.15 2.29 -0.77 -11.53 1.02 3.69
Waddell & Reed Energy C WEGCX 0.22 2.37 -0.67 -11.16 1.46 4.09
Waddell & Reed Energy Y WEGYX 0.33 2.60 -0.33 -9.98 2.85 5.51
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