Equity Energy: Total Returns

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Data through 10/30/2014. 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 -8.72 -4.97 -15.39 -6.18 2.19 5.42
Cavanal Hill World Energy A AAWEX -6.39 --- -9.38 --- --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -6.39 --- -9.38 --- --- ---
Cavanal Hill World Energy C ACWEX -6.41 --- -9.52 --- --- ---
Cavanal Hill World Energy Institutional AIWEX -6.38 --- -9.24 --- --- ---
Cavanal Hill World Energy Investor APWEX -6.39 --- -9.30 --- --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -7.42 -4.33 -14.52 -5.89 -0.93 4.15
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -7.42 -4.33 -14.52 -5.89 -0.93 4.15
BlackRock All-Cap Engy & Res Investor B BACBX -7.51 -4.90 -14.72 -6.57 -1.66 3.36
BlackRock All-Cap Engy & Res Investor C BACCX -7.50 -4.89 -14.69 -6.56 -1.66 3.39
BlackRock All-Cap Engy & Res Instl BACIX -7.44 -4.02 -14.44 -5.52 -0.52 4.58
BlackRock All-Cap Engy & Res Svc BACSX -7.46 -4.32 -14.54 -5.87 -0.90 4.17
Baron Energy and Resources Retail BENFX -9.43 -0.17 -15.21 -1.09 --- ---
Baron Energy and Resources Institutional BENIX -9.43 0.00 -15.17 -0.83 --- ---
BP Capital TwinLine Energy A BPEAX -5.77 6.95 -8.63 --- --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -5.77 6.95 -8.63 --- --- ---
BP Capital TwinLine Energy I BPEIX -5.73 7.00 -8.63 --- --- ---
Calvert Global Alternative Energy I CAEIX -3.05 -7.54 -8.39 -5.54 3.99 -5.20
Calvert Global Alternative Energy C CGACX -3.11 -8.53 -8.66 -6.70 2.46 -6.58
Calvert Global Alternative Energy A CGAEX -2.96 -7.76 -8.38 -5.75 3.52 -5.64
Calvert Global Alternative Energy A LW CGAEX.LW -2.96 -7.76 -8.38 -5.75 3.52 -5.64
Calvert Global Alternative Energy Y CGAYX -2.99 -7.63 -8.34 -5.56 3.71 ---
MainStay Cushing® Royalty Energy Inc A CURAX -12.46 -8.80 -15.89 -7.51 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -12.46 -8.80 -15.89 -7.51 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -12.52 -9.36 -16.05 -8.16 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -12.57 --- -15.99 --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -12.45 -8.65 -15.85 -7.26 --- ---
Fidelity Advisor® Energy T FAGNX -7.08 -3.57 -14.52 -4.75 4.50 8.31
Fidelity Advisor® Energy A FANAX -7.07 -3.39 -14.46 -4.55 4.72 8.54
Fidelity Advisor® Energy A Load Waived FANAX.LW -7.07 -3.39 -14.46 -4.55 4.72 8.54
Fidelity Advisor® Energy I FANIX -7.06 -3.18 -14.40 -4.29 5.02 8.86
Fidelity Advisor® Energy B FANRX -7.12 -4.01 -14.62 -5.29 3.92 7.71
Fidelity® Select Natural Resources Port FNARX -8.34 -3.57 -16.36 -7.41 1.87 7.27
Fidelity Advisor® Energy C FNRCX -7.10 -3.96 -14.60 -5.23 3.95 7.75
Fidelity® Select Energy Portfolio FSENX -7.05 -3.17 -14.43 -4.29 5.00 8.76
Fidelity® Select Energy Service Port FSESX -10.61 -7.07 -19.67 -9.34 3.45 7.52
Fidelity® Select Natural Gas Portfolio FSNGX -11.80 -3.32 -18.54 -4.42 5.03 5.05
Invesco Energy Inv FSTEX -9.00 -4.91 -16.75 -4.77 1.99 5.47
Guinness Atkinson Alternative Energy GAAEX -5.75 -5.51 -9.81 -9.16 1.57 -8.44
Guinness Atkinson Global Energy GAGEX -10.72 -5.86 -17.90 -5.79 2.75 5.30
ICON Energy A ICEAX -5.50 -9.45 -12.11 -8.43 2.87 ---
ICON Energy A Load Waived ICEAX.LW -5.50 -9.45 -12.11 -8.43 2.87 ---
ICON Energy C ICEEX -5.52 -10.07 -12.30 -9.19 2.07 ---
ICON Energy S ICENX -5.43 -9.25 -12.05 -8.21 3.18 6.60
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -10.77 -1.90 -15.81 -0.13 8.01 16.67
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -10.77 -1.90 -15.81 -0.13 8.01 16.67
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -10.77 --- -15.81 --- --- ---
Invesco Energy C IEFCX -9.05 -5.50 -16.92 -5.48 1.23 4.68
Invesco Energy A IENAX -8.99 -4.89 -16.75 -4.76 2.00 5.47
Invesco Energy A Load Waived IENAX.LW -8.99 -4.89 -16.75 -4.76 2.00 5.47
Invesco Energy B IENBX -9.04 -5.49 -16.91 -5.47 1.23 4.68
Invesco Energy R5 IENIX -8.97 -4.62 -16.68 -4.43 2.37 5.86
Ivy Energy R6 IENRX -8.19 --- --- --- --- ---
Invesco Energy Y IENYX -8.96 -4.69 -16.70 -4.51 2.26 5.73
Ivy Energy A IEYAX -8.24 -0.06 -13.71 -2.09 6.38 8.57
Ivy Energy A Load Waived IEYAX.LW -8.24 -0.06 -13.71 -2.09 6.38 8.57
Ivy Energy B IEYBX -8.26 -0.69 -13.89 -2.83 5.49 7.65
Ivy Energy C IEYCX -8.33 -0.61 -13.88 -2.72 5.69 7.86
Ivy Energy Y IEYYX -8.26 0.00 -13.73 -1.94 6.52 8.73
Ivy Energy I IVEIX -8.25 0.25 -13.67 -1.67 6.80 9.00
Ivy Energy R IYEFX -8.26 -0.19 -13.74 -2.22 --- ---
BlackRock Natural Resources Instl MAGRX -8.23 -4.31 -15.72 -5.23 1.55 5.70
BlackRock Natural Resources Inv B MBGRX -8.32 -5.14 -15.96 -6.24 0.47 4.59
BlackRock Natural Resources Inv C MCGRX -8.31 -5.12 -15.94 -6.21 0.49 4.59
BlackRock Natural Resources Inv A MDGRX -8.24 -4.50 -15.77 -5.47 1.28 5.42
BlackRock Natural Resources Inv A LW MDGRX.LW -8.24 -4.50 -15.77 -5.47 1.28 5.42
ProFunds Oil Equipment Svc & Dist Inv OEPIX -11.43 -0.12 -21.83 -2.91 5.94 10.11
ProFunds Oil Equipment Svc & Dist Svc OEPSX -11.48 -0.97 -22.06 -3.87 4.88 9.02
Putnam Global Energy A PGEAX -11.28 -7.62 -19.22 -7.89 0.96 4.43
Putnam Global Energy A Load Waived PGEAX.LW -11.28 -7.62 -19.22 -7.89 0.96 4.43
Putnam Global Energy C PGECX -11.33 -8.19 -19.33 -8.58 0.20 3.64
Putnam Global Energy B PGEDX -11.33 -8.19 -19.33 -8.57 0.19 3.64
Putnam Global Energy Y PGEIX -11.30 -7.47 -19.16 -7.71 1.20 4.68
Putnam Global Energy M PGENX -11.28 -7.98 -19.26 -8.30 0.46 3.90
Putnam Global Energy R PGETX -11.31 -7.81 -19.26 -8.14 0.69 4.16
Rydex Energy Adv RYEAX -8.70 -7.04 -16.68 -7.00 2.85 6.72
Rydex Energy C RYECX -8.75 -7.42 -16.78 -7.46 2.36 6.18
Rydex Energy Inv RYEIX -8.68 -6.67 -16.59 -6.51 3.38 7.25
Rydex Energy A RYENX -8.70 -6.84 -16.63 -6.77 3.09 6.97
Rydex Energy A Load Waived RYENX.LW -8.70 -6.84 -16.63 -6.77 3.09 6.97
Rydex Energy Services A RYESX -11.23 -13.91 -21.72 -15.34 -0.56 5.04
Rydex Energy Services A Load Waived RYESX.LW -11.23 -13.91 -21.72 -15.34 -0.56 5.04
Rydex Energy Services Adv RYVAX -11.23 -14.07 -21.78 -15.56 -0.81 4.78
Rydex Energy Services C RYVCX -11.26 -14.42 -21.87 -15.97 -1.29 4.26
Rydex Energy Services Inv RYVIX -11.19 -13.73 -21.67 -15.14 -0.31 5.30
BlackRock Energy & Resources Instl SGLSX -12.64 -12.78 -21.12 -16.58 -6.77 1.75
BlackRock Energy & Resources Inv C SSGDX -12.73 -13.54 -21.35 -17.43 -7.75 0.65
BlackRock Energy & Resources Inv B SSGPX -12.75 -13.59 -21.36 -17.48 -7.76 0.63
BlackRock Energy & Resources Inv A SSGRX -12.69 -13.01 -21.19 -16.82 -7.06 1.40
BlackRock Energy & Resources Inv A LW SSGRX.LW -12.69 -13.01 -21.19 -16.82 -7.06 1.40
Tortoise North American Engy Indep C TNPCX -9.75 -4.92 -19.15 -9.58 --- ---
Tortoise North American Engy Indep Instl TNPIX -9.77 -4.20 -18.99 -8.79 --- ---
Tortoise North American Engy Indep Inv TNPTX -9.72 -4.29 -19.03 -8.96 --- ---
Tortoise Select Opportunity C TOPCX -10.06 3.94 -13.30 5.70 --- ---
Tortoise Select Opportunity Instl TOPIX -9.98 4.80 -13.14 6.73 --- ---
Tortoise Select Opportunity Investor TOPTX -10.07 4.61 -13.16 6.50 --- ---
Vanguard Energy Index Adm VENAX -5.85 -2.41 -13.10 0.53 6.77 10.43
Vanguard Energy Adm VGELX -6.74 -4.31 -13.67 -3.67 2.75 6.46
Vanguard Energy Inv VGENX -6.74 -4.36 -13.69 -3.73 2.69 6.40
Waddell & Reed Energy A WEGAX -8.41 0.00 -13.99 -2.18 6.56 8.66
Waddell & Reed Energy A Load Waived WEGAX.LW -8.41 0.00 -13.99 -2.18 6.56 8.66
Waddell & Reed Energy B WEGBX -8.49 -1.04 -14.29 -3.33 5.24 7.38
Waddell & Reed Energy C WEGCX -8.44 -0.68 -14.13 -2.98 5.69 7.79
Waddell & Reed Energy Y WEGYX -8.37 0.37 -13.92 -1.75 7.13 9.25
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