Equity Energy: Total Returns

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Data through 7/20/2017. 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 3.69 -15.52 -6.33 -4.55 -17.66 -4.64
Cavanal Hill World Energy A AAWEX 5.08 -11.48 -4.07 -0.12 -8.68 ---
Cavanal Hill World Energy C ACWEX 4.89 -11.90 -4.31 -0.88 -9.39 ---
Cavanal Hill World Energy Institutional AIWEX 5.02 -11.35 -4.00 0.15 -8.44 ---
Cavanal Hill World Energy Investor APWEX 4.96 -11.49 -4.07 -0.16 -8.71 ---
BlackRock All-Cap Engy & Res Investor A BACAX 2.24 -11.78 -3.09 -2.93 -15.00 -2.48
BlackRock All-Cap Engy & Res Investor B BACBX 2.19 -12.05 -3.26 -3.65 -15.60 -3.19
BlackRock All-Cap Engy & Res Investor C BACCX 2.24 -12.04 -3.24 -3.59 -15.60 -3.18
BlackRock All-Cap Engy & Res Instl BACIX 2.28 -11.58 -3.01 -2.58 -14.65 -2.08
BlackRock All-Cap Engy & Res Svc BACSX 2.23 -11.72 -3.07 -2.99 -14.99 -2.46
Baron Energy and Resources Retail BENFX 3.73 -13.56 -7.82 -2.87 -18.05 -2.55
Baron Energy and Resources Institutional BENIX 3.68 -13.39 -7.83 -2.59 -17.86 -2.32
Baron Energy and Resources R6 BENUX 3.68 -13.41 -7.84 --- --- ---
BP Capital TwinLine Energy A BPEAX 5.39 -9.85 -4.67 4.44 -7.10 ---
BP Capital TwinLine Energy C BPECX 5.40 -10.09 -4.77 3.90 --- ---
BP Capital TwinLine Energy I BPEIX 5.42 -9.71 -4.65 4.71 -6.86 ---
MainStay Cushing® Energy Income A CURAX 6.28 -9.53 -5.01 -0.09 -34.08 -20.51
MainStay Cushing® Energy Income C CURCX 6.01 -10.05 -5.20 -1.10 -34.67 -21.16
MainStay Cushing® Energy Income Investor CURNX 6.05 -9.78 -5.06 -0.35 -34.19 ---
MainStay Cushing® Energy Income I CURZX 6.20 -9.50 -4.89 -0.07 -33.94 -20.33
Miller/Howard Drill Bit to Burner Tp®Adv DBBDX 3.45 -4.80 -2.29 -1.10 --- ---
Miller/Howard Drill Bit to Burner Tp® I DBBEX 3.44 -4.70 -2.28 -0.87 --- ---
Oppenheimer SteelPath Panoramic A EESAX 4.97 -15.99 -7.85 -2.26 --- ---
Oppenheimer SteelPath Panoramic C EESCX 4.91 -16.37 -8.02 -2.99 --- ---
Oppenheimer SteelPath Panoramic I EESIX 5.04 -15.74 -7.71 -1.84 --- ---
Oppenheimer SteelPath Panoramic R EESRX 4.98 -16.09 -7.86 -2.47 --- ---
Oppenheimer SteelPath Panoramic Y EESYX 4.95 -15.86 -7.82 -2.05 --- ---
Fidelity Advisor® Energy M FAGNX 2.89 -15.99 -6.13 -4.00 -12.27 0.01
Fidelity Advisor® Energy A FANAX 2.89 -15.87 -6.05 -3.77 -12.05 0.24
Fidelity Advisor® Energy I FANIX 2.94 -15.74 -5.98 -3.47 -11.81 0.52
Fidelity® Select Natural Resources Port FNARX 3.36 -13.40 -5.20 -3.32 -12.68 -0.49
Fidelity Advisor® Energy C FNRCX 2.81 -16.20 -6.25 -4.47 -12.69 -0.49
Fidelity® Select Energy FSENX 2.93 -15.72 -5.93 -3.34 -11.76 0.54
Fidelity® Select Energy Service Port FSESX 5.19 -17.20 -9.23 4.78 -18.68 -3.25
Fidelity® Select Natural Gas FSNGX 2.30 -20.00 -9.69 -4.76 -18.36 -3.73
Invesco Energy Inv FSTEX 3.15 -18.13 -7.06 -11.10 -19.63 -5.54
Guinness Atkinson Global Energy GAGEX 3.01 -13.35 -3.81 -4.50 -17.72 -2.88
ICON Energy A ICEAX 3.55 -13.52 -5.48 -4.09 -14.69 -2.79
ICON Energy C ICEEX 3.52 -13.81 -5.61 -4.75 -15.32 -3.53
ICON Energy S ICENX 3.62 -13.31 -5.36 -3.67 -14.43 -2.50
Williston Basin/Mid-North America Stk A ICPAX 3.98 -16.36 -4.98 -0.83 -13.30 2.00
Williston Basin/Mid-North America Stk C ICPUX 4.02 -16.47 -5.02 -1.40 -13.74 ---
Williston Basin/Mid-North America Stk I ICWIX 4.19 -16.05 -4.79 --- --- ---
Invesco Energy C IEFCX 3.12 -18.46 -7.22 -11.75 -20.22 -6.24
Invesco Energy A IENAX 3.19 -18.13 -7.07 -11.09 -19.62 -5.54
Invesco Energy B IENBX 3.13 -18.45 -7.24 -11.77 -20.22 -6.24
Invesco Energy R5 IENIX 3.23 -17.94 -7.00 -10.72 -19.29 -5.17
Ivy Energy N IENRX 3.04 -22.39 -11.30 -9.77 --- ---
Invesco Energy R6 IENSX 3.23 --- -6.96 --- --- ---
Invesco Energy Y IENYX 3.22 -18.04 -7.01 -10.89 -19.42 -5.30
Ivy Energy A IEYAX 2.98 -22.60 -11.45 -10.23 -15.25 -0.88
Ivy Energy B IEYBX 2.96 -22.94 -11.58 -10.95 -15.97 -1.70
Ivy Energy C IEYCX 2.90 -22.88 -11.61 -10.84 -15.81 -1.51
Ivy Energy Y IEYYX 2.94 -22.57 -11.44 -10.17 -15.15 -0.73
Ivy Energy I IVEIX 2.96 -22.48 -11.42 -9.96 -14.95 -0.50
Ivy Energy R IYEFX 2.91 -22.76 -11.54 -10.46 -15.46 ---
BlackRock Natural Resources Instl MAGRX 5.73 -7.73 0.27 1.24 -12.51 -0.91
BlackRock Natural Resources Inv B MBGRX 5.51 -8.67 -0.25 -0.36 -13.63 -2.10
BlackRock Natural Resources Inv C MCGRX 5.62 -8.27 -0.01 0.18 -13.43 -1.96
BlackRock Natural Resources Inv A MDGRX 5.70 -7.86 0.21 0.96 -12.74 -1.18
Integrity Energized Dividend A NRGDX 3.62 -2.25 1.79 11.49 --- ---
Integrity Energized Dividend C NRGUX 3.55 -2.67 1.53 10.64 --- ---
Integrity Energized Dividend I NRIGX 3.68 -2.13 1.85 --- --- ---
ProFunds Oil Equipment Svc & Dist Inv OEPIX 5.79 -22.70 -12.26 -10.15 -27.62 -6.88
ProFunds Oil Equipment Svc & Dist Svc OEPSX 5.70 -23.06 -12.46 -10.94 -28.34 -7.78
Rydex Energy H RYEAX 3.62 -16.80 -6.12 -5.95 -18.30 -4.53
Rydex Energy C RYECX 3.55 -17.12 -6.29 -6.61 -18.84 -5.09
Rydex Energy Inv RYEIX 3.63 -16.66 -6.07 -5.69 -18.02 -4.13
Rydex Energy A RYENX 3.61 -16.77 -6.11 -5.90 -18.18 -4.35
Rydex Energy Services A RYESX 2.63 -24.74 -12.17 -13.05 -26.49 -10.69
Rydex Energy Services H RYVAX 2.63 -24.81 -12.22 -13.13 -26.61 -10.87
Rydex Energy Services C RYVCX 2.51 -25.07 -12.35 -13.69 -27.05 -11.36
Rydex Energy Services Inv RYVIX 2.63 -24.64 -12.13 -12.82 -26.31 -10.46
BlackRock Energy & Resources Instl SGLSX 5.42 -17.18 -6.65 -7.28 -23.21 -8.99
BlackRock Energy & Resources Inv C SSGDX 5.35 -17.65 -6.89 -8.21 -24.01 -9.94
BlackRock Energy & Resources Inv B SSGPX 5.30 -17.64 -6.91 -8.22 -24.00 -9.94
BlackRock Energy & Resources Inv A SSGRX 5.43 -17.33 -6.72 -7.56 -23.45 -9.26
Tortoise Select Opportunity C TOPCX 5.02 -15.54 -6.17 -5.53 -12.13 ---
Tortoise Select Opportunity Instl TOPIX 5.14 -15.03 -5.91 -4.47 -11.24 ---
Tortoise Select Opportunity Investor TOPTX 5.15 -15.23 -6.03 -4.76 -11.51 ---
Vanguard Energy Index Admiral VENAX 1.49 -13.04 -3.50 -3.85 -11.69 0.28
Vanguard Energy Adm VGELX 2.71 -8.13 -1.81 0.44 -9.65 0.49
Vanguard Energy Inv VGENX 2.71 -8.17 -1.81 0.37 -9.71 0.43
Waddell & Reed Energy A WEGAX 2.92 -22.65 -11.40 -10.27 -15.18 -0.66
Waddell & Reed Energy B WEGBX 2.83 -23.34 -11.77 -11.69 -16.40 -2.01
Waddell & Reed Energy C WEGCX 2.90 -22.98 -11.60 -11.06 -15.88 -1.49
Waddell & Reed Energy Y WEGYX 2.95 -22.45 -11.34 -9.93 -14.79 -0.17
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