Equity Energy: Total Returns

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Data through 8/21/2014. 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 -1.96 11.63 3.13 22.63 12.12 9.87
Cavanal Hill World Energy A AAWEX -0.52 --- 3.95 --- --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -0.52 --- 3.95 --- --- ---
Cavanal Hill World Energy C ACWEX -0.52 --- 3.75 --- --- ---
Cavanal Hill World Energy Institutional AIWEX -0.52 --- 3.98 --- --- ---
Cavanal Hill World Energy Investor APWEX -0.52 --- 3.95 --- --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -2.44 9.96 1.21 22.20 6.43 7.96
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -2.44 9.96 1.21 22.20 6.43 7.96
BlackRock All-Cap Engy & Res Investor B BACBX -2.46 9.45 1.02 21.33 5.64 7.14
BlackRock All-Cap Engy & Res Investor C BACCX -2.51 9.43 0.95 21.28 5.66 7.16
BlackRock All-Cap Engy & Res Instl BACIX -2.37 10.20 1.29 22.71 6.87 8.40
BlackRock All-Cap Engy & Res Svc BACSX -2.44 9.94 1.20 22.18 6.47 7.98
Baron Energy and Resources Retail BENFX -3.95 15.03 4.77 30.75 --- ---
Baron Energy and Resources Institutional BENIX -3.99 15.11 4.74 31.07 --- ---
BP Capital TwinLine Energy A BPEAX 0.63 19.80 6.02 --- --- ---
BP Capital TwinLine Energy A LW BPEAX.LW 0.63 19.80 6.02 --- --- ---
BP Capital TwinLine Energy I BPEIX 0.63 19.80 6.06 --- --- ---
Calvert Global Alternative Energy I CAEIX -0.90 1.85 2.53 15.44 7.95 -4.14
Calvert Global Alternative Energy C CGACX -1.10 0.98 2.12 13.88 6.35 -5.55
Calvert Global Alternative Energy A CGAEX -1.04 1.61 2.43 15.00 7.42 -4.59
Calvert Global Alternative Energy A LW CGAEX.LW -1.04 1.61 2.43 15.00 7.42 -4.59
Calvert Global Alternative Energy Y CGAYX -1.01 1.81 2.47 15.40 7.76 ---
MainStay Cushing® Royalty Energy Inc A CURAX 0.15 8.88 4.40 13.75 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW 0.15 8.88 4.40 13.75 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX 0.04 8.37 4.19 12.89 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX 0.09 --- --- --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX 0.14 9.01 4.43 14.05 --- ---
Fidelity Advisor® Energy T FAGNX -2.04 11.43 2.77 22.53 14.85 12.58
Fidelity Advisor® Energy A FANAX -2.01 11.59 2.82 22.77 15.10 12.82
Fidelity Advisor® Energy A Load Waived FANAX.LW -2.01 11.59 2.82 22.77 15.10 12.82
Fidelity Advisor® Energy I FANIX -2.00 11.80 2.90 23.13 15.44 13.15
Fidelity Advisor® Energy B FANRX -2.07 11.04 2.63 21.82 14.22 11.97
Fidelity® Select Natural Resources Port FNARX -2.04 14.01 3.93 21.65 11.89 11.86
Fidelity Advisor® Energy C FNRCX -2.10 11.06 2.63 21.86 14.24 11.99
Fidelity® Select Energy Portfolio FSENX -2.02 11.79 2.88 23.18 15.33 13.08
Fidelity® Select Energy Service Port FSESX -3.09 13.89 5.29 23.83 14.04 13.33
Fidelity® Select Natural Gas Portfolio FSNGX -1.78 17.28 2.79 30.48 16.12 9.68
Invesco Energy Inv FSTEX -1.56 12.96 2.57 24.92 12.71 9.93
Guinness Atkinson Alternative Energy GAAEX 1.91 6.77 2.16 21.02 3.41 -5.99
Guinness Atkinson Global Energy GAGEX -1.36 13.96 2.01 29.95 13.24 10.81
ICON Energy A ICEAX -1.00 2.50 1.37 13.25 12.64 ---
ICON Energy A Load Waived ICEAX.LW -1.00 2.50 1.37 13.25 12.64 ---
ICON Energy C ICEEX -1.06 1.97 1.17 12.32 11.77 ---
ICON Energy S ICENX -1.00 2.67 1.45 13.52 13.00 10.17
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -1.12 16.08 5.59 35.06 20.37 21.19
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -1.12 16.08 5.59 35.06 20.37 21.19
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -1.12 --- 5.44 --- --- ---
Invesco Energy C IEFCX -1.64 12.41 2.37 23.97 11.86 9.10
Invesco Energy A IENAX -1.58 12.96 2.56 24.93 12.70 9.93
Invesco Energy A Load Waived IENAX.LW -1.58 12.96 2.56 24.93 12.70 9.93
Invesco Energy B IENBX -1.62 12.42 2.38 24.01 11.86 9.11
Invesco Energy R5 IENIX -1.54 13.22 2.66 25.35 13.11 10.33
Ivy Energy R6 IENRX --- --- --- --- --- ---
Invesco Energy Y IENYX -1.55 13.14 2.61 25.22 12.98 10.20
Ivy Energy A IEYAX -2.20 14.98 4.95 26.76 15.87 12.33
Ivy Energy A Load Waived IEYAX.LW -2.20 14.98 4.95 26.76 15.87 12.33
Ivy Energy B IEYBX -2.29 14.44 4.79 25.77 14.93 11.35
Ivy Energy C IEYCX -2.26 14.60 4.84 26.16 15.17 11.63
Ivy Energy Y IEYYX -2.23 15.08 5.01 27.01 16.06 12.49
Ivy Energy I IVEIX -2.19 15.31 5.11 27.35 16.38 12.78
Ivy Energy R IYEFX -2.26 14.87 4.90 26.57 --- ---
BlackRock Natural Resources Instl MAGRX -1.92 12.14 3.32 21.74 11.50 10.16
BlackRock Natural Resources Inv B MBGRX -2.01 11.40 3.05 20.43 10.32 9.00
BlackRock Natural Resources Inv C MCGRX -2.01 11.40 3.06 20.47 10.34 9.00
BlackRock Natural Resources Inv A MDGRX -1.94 11.96 3.25 21.42 11.21 9.86
BlackRock Natural Resources Inv A LW MDGRX.LW -1.94 11.96 3.25 21.42 11.21 9.86
ProFunds Oil Equipment Svc & Dist Inv OEPIX -4.14 26.00 10.73 43.79 21.00 17.60
ProFunds Oil Equipment Svc & Dist Svc OEPSX -4.25 25.18 10.43 42.38 19.81 16.43
Putnam Global Energy A PGEAX -2.91 12.43 2.50 23.63 12.79 9.47
Putnam Global Energy A Load Waived PGEAX.LW -2.91 12.43 2.50 23.63 12.79 9.47
Putnam Global Energy C PGECX -2.95 11.94 2.35 22.73 11.96 8.65
Putnam Global Energy B PGEDX -3.01 11.87 2.28 22.68 11.96 8.63
Putnam Global Energy Y PGEIX -2.90 12.61 2.62 23.91 13.07 9.74
Putnam Global Energy M PGENX -2.98 12.04 2.39 22.96 12.21 8.90
Putnam Global Energy R PGETX -2.93 12.31 2.46 23.32 12.51 9.19
Rydex Energy Adv RYEAX -1.69 10.57 3.09 23.03 13.89 11.43
Rydex Energy C RYECX -1.76 10.23 2.99 22.46 13.35 10.86
Rydex Energy Inv RYEIX -1.68 10.90 3.23 23.71 14.48 11.98
Rydex Energy A RYENX -1.68 10.76 3.18 23.37 14.16 11.68
Rydex Energy A Load Waived RYENX.LW -1.68 10.76 3.18 23.37 14.16 11.68
Rydex Energy Services A RYESX -4.60 7.01 1.54 16.23 11.78 11.27
Rydex Energy Services A Load Waived RYESX.LW -4.60 7.01 1.54 16.23 11.78 11.27
Rydex Energy Services Adv RYVAX -4.62 6.86 1.46 15.95 11.50 11.00
Rydex Energy Services C RYVCX -4.66 6.52 1.34 15.37 10.94 10.45
Rydex Energy Services Inv RYVIX -4.57 7.18 1.61 16.51 12.06 11.55
BlackRock Energy & Resources Instl SGLSX -3.14 8.06 -1.04 20.09 3.80 7.55
BlackRock Energy & Resources Inv C SSGDX -3.22 7.36 -1.28 18.85 2.71 6.40
BlackRock Energy & Resources Inv B SSGPX -3.27 7.29 -1.34 18.78 2.69 6.37
BlackRock Energy & Resources Inv A SSGRX -3.19 7.87 -1.11 19.73 3.47 7.19
BlackRock Energy & Resources Inv A LW SSGRX.LW -3.19 7.87 -1.11 19.73 3.47 7.19
Tortoise North American Engy Indep C TNPCX -4.85 13.46 0.08 23.97 --- ---
Tortoise North American Engy Indep Instl TNPIX -4.72 14.22 0.38 25.20 --- ---
Tortoise North American Engy Indep Inv TNPTX -4.73 14.08 0.30 24.94 --- ---
Tortoise Select Opportunity C TOPCX 0.16 20.17 6.83 --- --- ---
Tortoise Select Opportunity Instl TOPIX 0.24 20.94 7.06 --- --- ---
Tortoise Select Opportunity Investor TOPTX 0.24 20.85 7.06 --- --- ---
Vanguard Energy Index Adm VENAX -1.61 11.00 3.54 24.93 16.91 14.71
Vanguard Energy Adm VGELX -2.21 9.29 0.22 21.23 12.37 10.42
Vanguard Energy Inv VGENX -2.21 9.26 0.22 21.17 12.30 10.36
Waddell & Reed Energy A WEGAX -2.16 15.50 5.17 27.45 16.14 12.57
Waddell & Reed Energy A Load Waived WEGAX.LW -2.16 15.50 5.17 27.45 16.14 12.57
Waddell & Reed Energy B WEGBX -2.31 14.54 4.84 25.84 14.69 11.25
Waddell & Reed Energy C WEGCX -2.31 14.78 4.89 26.25 15.14 11.65
Waddell & Reed Energy Y WEGYX -2.18 15.81 5.25 28.01 16.78 13.19
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