Equity Energy: Total Returns

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Data through 3/27/2017. 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 -5.83 -9.55 -10.87 15.74 -12.49 -4.79
Cavanal Hill World Energy A AAWEX -4.93 -7.60 -8.76 12.38 -4.70 ---
Cavanal Hill World Energy C ACWEX -5.07 -7.76 -8.99 11.72 -5.39 ---
Cavanal Hill World Energy Institutional AIWEX -5.02 -7.49 -8.77 12.92 -4.41 ---
Cavanal Hill World Energy Investor APWEX -5.03 -7.60 -8.86 12.49 -4.72 ---
BlackRock All-Cap Engy & Res Investor A BACAX -3.90 -9.05 -9.84 11.14 -10.79 -4.94
BlackRock All-Cap Engy & Res Investor B BACBX -3.99 -9.17 -9.98 10.38 -11.46 -5.64
BlackRock All-Cap Engy & Res Investor C BACCX -3.98 -9.19 -10.02 10.30 -11.46 -5.63
BlackRock All-Cap Engy & Res Instl BACIX -3.89 -9.01 -9.78 11.59 -10.45 -4.55
BlackRock All-Cap Engy & Res Svc BACSX -3.88 -9.01 -9.80 11.11 -10.79 -4.93
Baron Energy and Resources Retail BENFX -5.26 -6.00 -7.94 27.41 -11.99 -3.44
Baron Energy and Resources Institutional BENIX -5.20 -5.93 -7.85 27.72 -11.80 -3.23
Baron Energy and Resources R6 BENUX -5.09 -5.82 -7.75 --- --- ---
BP Capital TwinLine Energy A BPEAX -5.03 -5.58 -7.69 30.19 -2.00 ---
BP Capital TwinLine Energy C BPECX -3.59 -5.19 -6.79 30.20 --- ---
BP Capital TwinLine Energy I BPEIX -5.00 -5.51 -7.65 30.56 -1.78 ---
MainStay Cushing® Energy Income A CURAX -3.23 -4.76 -5.35 30.90 -31.29 ---
MainStay Cushing® Energy Income C CURCX -3.13 -4.89 -5.31 30.01 -31.85 ---
MainStay Cushing® Energy Income Investor CURNX -3.02 -4.76 -5.16 30.99 --- ---
MainStay Cushing® Energy Income I CURZX -2.98 -4.64 -5.03 31.41 -31.10 ---
Miller/Howard Drill Bit to Burner Tp®Adv DBBDX -2.83 -2.74 -4.46 13.20 --- ---
Miller/Howard Drill Bit to Burner Tp® I DBBEX -2.82 -2.74 -4.39 13.54 --- ---
Oppenheimer SteelPath Panoramic A EESAX -5.19 -7.95 -9.31 20.74 --- ---
Oppenheimer SteelPath Panoramic C EESCX -5.14 -8.10 -9.39 19.98 --- ---
Oppenheimer SteelPath Panoramic I EESIX -5.07 -7.83 -9.19 21.44 --- ---
Oppenheimer SteelPath Panoramic R EESRX -5.20 -8.05 -9.41 20.51 --- ---
Oppenheimer SteelPath Panoramic Y EESYX -5.08 -7.84 -9.20 21.21 --- ---
Fidelity Advisor® Energy M FAGNX -5.46 -10.21 -11.84 16.40 -6.71 -0.37
Fidelity Advisor® Energy A FANAX -5.44 -10.14 -11.76 16.70 -6.47 -0.14
Fidelity Advisor® Energy I FANIX -5.42 -10.09 -11.70 17.03 -6.22 0.14
Fidelity® Select Natural Resources Port FNARX -4.74 -8.70 -10.08 16.45 -7.32 -1.60
Fidelity Advisor® Energy C FNRCX -5.50 -10.29 -11.91 15.86 -7.15 -0.86
Fidelity® Select Energy FSENX -5.42 -10.14 -11.76 17.27 -6.19 0.14
Fidelity® Select Energy Service Port FSESX -8.07 -8.57 -9.52 24.38 -12.10 -2.76
Fidelity® Select Natural Gas FSNGX -6.51 -11.63 -12.98 27.63 -11.93 -2.49
Invesco Energy Inv FSTEX -5.94 -12.20 -13.37 6.61 -14.62 -5.92
Guinness Atkinson Global Energy GAGEX -5.14 -10.39 -11.28 10.85 -13.66 -4.63
ICON Energy A ICEAX -3.86 -7.92 -9.20 12.12 -10.88 -2.75
ICON Energy C ICEEX -3.94 -8.07 -9.39 11.21 -11.58 -3.51
ICON Energy S ICENX -3.92 -7.89 -9.16 12.35 -10.65 -2.48
Williston Basin/Mid-North America Stk A ICPAX -8.22 -11.47 -13.07 18.98 -7.89 0.41
Williston Basin/Mid-North America Stk C ICPUX -8.27 -11.54 -13.31 18.41 --- ---
Williston Basin/Mid-North America Stk I ICWIX -8.22 -11.32 -12.98 --- --- ---
Invesco Energy C IEFCX -6.00 -12.36 -13.55 5.78 -15.25 -6.63
Invesco Energy A IENAX -5.91 -12.18 -13.35 6.63 -14.61 -5.92
Invesco Energy B IENBX -6.00 -12.37 -13.56 5.76 -15.26 -6.63
Invesco Energy R5 IENIX -5.91 -12.11 -13.28 7.06 -14.26 -5.55
Ivy Energy N IENRX -8.18 -11.63 -13.21 19.45 --- ---
Invesco Energy Y IENYX -5.93 -12.18 -13.35 6.85 -14.40 -5.69
Ivy Energy A IEYAX -8.22 -11.69 -13.32 18.94 -7.89 -0.24
Ivy Energy B IEYBX -8.28 -11.93 -13.51 17.79 -8.71 -1.09
Ivy Energy C IEYCX -8.27 -11.85 -13.48 18.09 -8.50 -0.88
Ivy Energy Y IEYYX -8.25 -11.73 -13.35 18.98 -7.80 -0.11
Ivy Energy I IVEIX -8.21 -11.68 -13.26 19.23 -7.58 0.14
Ivy Energy R IYEFX -8.28 -11.84 -13.43 18.58 -8.12 ---
BlackRock Natural Resources Instl MAGRX -4.34 -8.17 -9.31 12.71 -9.15 -2.95
BlackRock Natural Resources Inv B MBGRX -4.45 -8.54 -9.70 11.19 -10.23 -4.06
BlackRock Natural Resources Inv C MCGRX -4.42 -8.39 -9.53 11.53 -10.10 -3.97
BlackRock Natural Resources Inv A MDGRX -4.37 -8.22 -9.38 12.37 -9.39 -3.22
Integrity Energized Dividend A NRGDX -1.53 -3.69 -4.47 --- --- ---
Integrity Energized Dividend C NRGUX -1.62 -3.79 -4.57 --- --- ---
Integrity Energized Dividend I NRIGX -1.53 -3.69 -4.41 --- --- ---
ProFunds Oil Equipment Svc & Dist Inv OEPIX -8.55 -11.41 -13.85 27.07 -18.39 -6.18
ProFunds Oil Equipment Svc & Dist Svc OEPSX -8.64 -11.56 -14.02 25.85 -19.20 -7.12
Putnam Global Energy A PGEAX -5.39 -9.25 -10.23 17.49 -16.66 -8.08
Putnam Global Energy C PGECX -5.30 -9.29 -10.29 16.56 -17.28 -8.75
Putnam Global Energy B PGEDX -5.43 -9.42 -10.42 16.40 -17.30 -8.79
Putnam Global Energy Y PGEIX -5.34 -9.18 -10.14 17.72 -16.45 -7.84
Putnam Global Energy M PGENX -5.35 -9.28 -10.27 16.91 -17.09 -8.54
Putnam Global Energy R PGETX -5.34 -9.26 -10.24 17.15 -16.87 -8.30
Rydex Energy H RYEAX -6.06 -10.87 -12.69 14.88 -13.28 -4.89
Rydex Energy C RYECX -6.11 -11.00 -12.84 14.12 -13.83 -5.43
Rydex Energy Inv RYEIX -6.03 -10.80 -12.63 15.23 -12.96 -4.48
Rydex Energy A RYENX -6.04 -10.84 -12.66 15.00 -13.14 -4.70
Rydex Energy Services A RYESX -11.17 -13.02 -14.96 9.86 -20.33 -9.58
Rydex Energy Services H RYVAX -11.14 -13.01 -14.94 9.84 -20.46 -9.76
Rydex Energy Services C RYVCX -11.17 -13.15 -15.08 9.08 -20.92 -10.25
Rydex Energy Services Inv RYVIX -11.14 -12.96 -14.89 10.14 -20.13 -9.35
BlackRock Energy & Resources Instl SGLSX -6.51 -11.58 -12.93 11.21 -19.40 -11.55
BlackRock Energy & Resources Inv C SSGDX -6.60 -11.76 -13.12 10.08 -20.22 -12.47
BlackRock Energy & Resources Inv B SSGPX -6.62 -11.81 -13.15 10.09 -20.25 -12.48
BlackRock Energy & Resources Inv A SSGRX -6.52 -11.67 -13.02 10.87 -19.65 -11.82
Tortoise North American Engy Indep C TNPCX -4.94 -10.98 -12.99 15.10 -12.06 ---
Tortoise North American Engy Indep Instl TNPIX -4.86 -10.68 -12.72 16.38 -11.14 ---
Tortoise North American Engy Indep Inv TNPTX -4.91 -10.89 -12.84 15.91 -11.42 ---
Tortoise Select Opportunity C TOPCX -5.73 -8.68 -10.31 16.17 -5.61 ---
Tortoise Select Opportunity Instl TOPIX -5.71 -8.51 -10.08 17.28 -4.72 ---
Tortoise Select Opportunity Investor TOPTX -5.71 -8.61 -10.17 16.94 -4.96 ---
Vanguard Energy Index Admiral VENAX -4.34 -9.65 -11.10 12.44 -7.00 -0.03
Vanguard Energy Adm VGELX -2.93 -6.42 -7.37 16.87 -6.12 -0.66
Vanguard Energy Inv VGENX -2.94 -6.45 -7.40 16.75 -6.19 -0.72
Waddell & Reed Energy A WEGAX -8.21 -11.74 -13.34 19.07 -7.69 -0.05
Waddell & Reed Energy B WEGBX -8.38 -12.10 -13.72 17.17 -9.00 -1.38
Waddell & Reed Energy C WEGCX -8.26 -11.90 -13.52 18.05 -8.45 -0.88
Waddell & Reed Energy Y WEGYX -8.20 -11.62 -13.26 19.61 -7.25 0.45
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