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Equity Energy: Total Returns

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Data through 5/18/2012. Click here to return to the Fund Category Performance page.
Our favorite Equity Energy funds.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Equity Energy -9.10 -8.25 -15.69 -18.12 4.45 -3.89
Firsthand Alternative Energy ALTEX -13.55 -15.33 -26.29 -49.25 -15.44 ---
MainGate MLP A AMLPX -4.95 -2.21 -6.76 5.77 --- ---
MainGate MLP A Load Waived AMLPX.LW -4.95 -2.21 -6.76 5.77 --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -12.84 -13.68 -21.66 -30.14 4.30 -3.56
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -12.84 -13.68 -21.66 -30.14 4.30 -3.56
BlackRock All-Cap Engy & Res Investor B BACBX -12.85 -13.93 -21.80 -30.63 3.53 -4.27
BlackRock All-Cap Engy & Res Investor C BACCX -12.83 -13.91 -21.77 -30.59 3.56 -4.24
BlackRock All-Cap Engy & Res Inst BACIX -12.78 -13.54 -21.58 -29.83 4.74 -3.17
BlackRock All-Cap Engy & Res Service BACSX -12.83 -13.67 -21.65 -30.08 4.35 -3.52
Calvert Global Alternative Energy I CAEIX -13.64 -8.30 -21.10 -41.69 -17.87 ---
Center Coast MLP Focus A CCCAX -2.91 -3.31 -5.95 5.48 --- ---
Center Coast MLP Focus A Load Waived CCCAX.LW -2.91 -3.31 -5.95 5.48 --- ---
Center Coast MLP Focus C CCCCX -2.95 -3.63 -6.11 4.58 --- ---
Center Coast MLP Focus Instl CCCNX -2.81 -3.21 -5.86 5.70 --- ---
Calvert Global Alternative Energy C CGACX -13.86 -9.09 -21.50 -42.59 -19.09 ---
Calvert Global Alternative Energy A CGAEX -13.84 -8.69 -21.30 -42.02 -18.27 ---
Calvert Global Alternative Energy A LW CGAEX.LW -13.84 -8.69 -21.30 -42.02 -18.27 ---
Calvert Global Alternative Energy Y CGAYX -13.78 -8.44 -21.16 --- --- ---
Cushing MLP Premier A CSHAX -5.07 -4.78 -7.85 -1.45 --- ---
Cushing MLP Premier A Load Waived CSHAX.LW -5.07 -4.78 -7.85 -1.45 --- ---
Cushing MLP Premier C CSHCX -5.14 -5.04 -8.04 -2.22 --- ---
Cushing MLP Premier I CSHZX -5.01 -4.68 -7.79 -1.20 --- ---
Dynamic Energy Income Fd I DWEIX -6.19 -6.56 -11.45 -10.04 --- ---
ProFunds UltraSector Oil & Gas Investor ENPIX -11.49 -11.10 -20.55 -21.76 9.75 -6.90
ProFunds UltraSector Oil & Gas Svc ENPSX -11.55 -11.42 -20.74 -22.53 8.66 -7.83
Fidelity Advisor Energy T FAGNX -10.87 -9.14 -18.94 -21.64 7.84 -3.84
Fidelity Advisor Energy A FANAX -10.84 -9.07 -18.90 -21.48 8.07 -3.64
Fidelity Advisor Energy A Load Waived FANAX.LW -10.84 -9.07 -18.90 -21.48 8.07 -3.64
Fidelity Advisor Energy I FANIX -10.81 -8.94 -18.81 -21.21 8.40 -3.35
Fidelity Advisor Energy B FANRX -10.89 -9.31 -19.03 -22.05 7.26 -4.37
Fidelity Advisor Energy C FNRCX -10.91 -9.34 -19.06 -22.06 7.27 -4.34
Fidelity Select Energy FSENX -10.85 -8.99 -18.87 -21.21 8.28 -3.41
Fidelity Select Energy Service FSESX -10.73 -8.27 -18.56 -25.25 8.12 -5.32
Fidelity Select Natural Gas FSNGX -7.09 -7.55 -15.06 -18.62 2.82 -6.97
Invesco Energy Inv FSTEX -10.43 -10.39 -19.53 -21.88 5.39 -1.36
Guinness Atkinson Alternative Energy GAAEX -16.90 -19.18 -31.59 -56.66 -24.54 -28.19
Guinness Atkinson Global Energy GAGEX -12.24 -10.23 -20.73 -27.36 5.35 -2.21
ICON Energy A ICEAX -8.97 -9.17 -16.29 -20.62 --- ---
ICON Energy A Load Waived ICEAX.LW -8.97 -9.17 -16.29 -20.62 --- ---
ICON Energy C ICEEX -9.05 -9.45 -16.51 -21.21 --- ---
ICON Energy S ICENX -8.95 -9.10 -16.27 -20.25 6.29 -0.99
Invesco Energy C IEFCX -10.51 -10.67 -19.71 -22.49 4.59 -2.10
Invesco Energy A IENAX -10.45 -10.40 -19.55 -21.88 5.38 -1.36
Invesco Energy A Load Waived IENAX.LW -10.45 -10.40 -19.55 -21.88 5.38 -1.36
Invesco Energy B IENBX -10.51 -10.67 -19.70 -22.47 4.59 -2.10
Invesco Energy Institutional IENIX -10.42 -10.28 -19.47 -21.60 5.79 -0.95
Invesco Energy Y IENYX -10.43 -10.31 -19.48 -21.68 5.65 ---
Ivy Energy A IEYAX -10.65 -9.10 -18.05 -21.11 6.49 -1.11
Ivy Energy A Load Waived IEYAX.LW -10.65 -9.10 -18.05 -21.11 6.49 -1.11
Ivy Energy B IEYBX -10.75 -9.36 -18.22 -21.71 5.53 -2.00
Ivy Energy C IEYCX -10.74 -9.36 -18.22 -21.62 5.71 -1.85
Ivy Energy Y IEYYX -10.65 -9.04 -18.00 -20.99 6.59 -1.01
MainGate MLP I IMLPX -4.84 -2.10 -6.64 6.08 --- ---
FAMCO MLP & Energy Income C INFFX -3.18 --- --- --- --- ---
FAMCO MLP & Energy Income I INFIX -3.12 -3.68 -5.63 4.95 --- ---
FAMCO MLP & Energy Income A INFRX -3.17 -3.73 -5.74 4.71 --- ---
FAMCO MLP & Energy Income A Load Waived INFRX.LW -3.17 -3.73 -5.74 4.71 --- ---
Ivy Energy I IVEIX -10.70 -8.96 -17.98 -20.77 6.87 -0.76
Leuthold Global Clean Tech Instl LGCIX -11.08 3.62 -12.35 -23.37 --- ---
Leuthold Global Clean Tech Retail LGCTX -11.04 3.64 -12.32 -23.55 --- ---
SteelPath MLP Alpha A MLPAX -3.72 -3.09 -6.95 2.46 --- ---
SteelPath MLP Alpha A Load Waived MLPAX.LW -3.72 -3.09 -6.95 2.46 --- ---
SteelPath MLP Income A MLPDX -4.46 -2.27 -6.90 -1.60 --- ---
SteelPath MLP Income A Load Waived MLPDX.LW -4.46 -2.27 -6.90 -1.60 --- ---
SteelPath MLP Select 40 C MLPEX -3.92 -3.62 -7.11 --- --- ---
SteelPath MLP Select 40 A MLPFX -3.83 -3.53 -7.11 1.87 --- ---
SteelPath MLP Select 40 A Load Waived MLPFX.LW -3.83 -3.53 -7.11 1.87 --- ---
SteelPath MLP Alpha C MLPGX -3.81 -3.37 -7.13 --- --- ---
SteelPath MLP Alpha I MLPOX -3.79 -3.07 -6.91 2.65 --- ---
FAMCO MLP & Energy Infrastructure MLPPX -2.77 -3.22 -5.15 5.34 --- ---
SteelPath MLP Income C MLPRX -4.57 -2.56 -7.10 --- --- ---
SteelPath MLP Select 40 I MLPTX -3.80 -3.42 -7.06 2.15 --- ---
SteelPath MLP Select 40 Y MLPYX -3.80 -3.42 -6.98 2.15 --- ---
SteelPath MLP Income I MLPZX -4.44 -2.16 -6.86 -1.31 --- ---
ProFunds Oil Equipment Svc & Dist Inv OEPIX -14.89 -11.11 -24.53 -32.54 9.39 -13.94
ProFunds Oil Equipment Svc & Dist Svc OEPSX -14.98 -11.49 -24.73 -33.20 8.31 -14.79
Putnam Global Energy A PGEAX -10.13 -9.05 -16.55 -16.97 5.51 ---
Putnam Global Energy A Load Waived PGEAX.LW -10.13 -9.05 -16.55 -16.97 5.51 ---
Putnam Global Energy C PGECX -10.23 -9.29 -16.70 -17.61 4.72 ---
Putnam Global Energy B PGEDX -10.24 -9.30 -16.72 -17.64 4.72 ---
Putnam Global Energy Y PGEIX -10.17 -8.96 -16.51 -16.79 5.78 ---
Putnam Global Energy M PGENX -10.20 -9.27 -16.65 -17.41 4.98 ---
Putnam Global Energy R PGETX -10.17 -9.17 -16.62 -17.21 5.25 ---
Rydex Energy Adv RYEAX -10.06 -9.45 -18.46 -20.30 6.62 -2.99
Rydex Energy C RYECX -10.10 -9.62 -18.59 -20.72 6.07 -3.47
Rydex Energy Inv RYEIX -10.03 -9.26 -18.40 -19.94 7.14 -2.51
Rydex Energy A RYENX -10.05 -9.41 -18.44 -20.18 6.87 -2.76
Rydex Energy A Load Waived RYENX.LW -10.05 -9.41 -18.44 -20.18 6.87 -2.76
Rydex Energy Services A RYESX -10.53 -9.19 -19.12 -23.22 9.01 -4.35
Rydex Energy Services A Load Waived RYESX.LW -10.53 -9.19 -19.12 -23.22 9.01 -4.35
Rydex Energy Services Adv RYVAX -10.55 -9.28 -19.16 -23.41 8.74 -4.60
Rydex Energy Services C RYVCX -10.58 -9.44 -19.26 -23.80 8.20 -5.07
Rydex Energy Services Inv RYVIX -10.51 -9.10 -19.06 -23.02 9.29 -4.12
Saratoga Energy & Basic Materials A SBMBX -12.13 -9.48 -19.26 -22.98 7.18 -3.85
Saratoga Energy & Basic Materials A LW SBMBX.LW -12.13 -9.48 -19.26 -22.98 7.18 -3.85
Saratoga Energy & Basic Materials C SEPCX -12.23 -9.76 -19.40 -23.55 6.52 -4.44
Saratoga Energy & Basic Materials I SEPIX -12.19 -9.34 -19.22 -22.72 7.60 -3.48
BlackRock Energy & Resources Instl SGLSX -14.65 -18.97 -27.26 -32.35 6.47 -3.68
Saratoga Energy & Basic Materials B SPEBX -12.22 -9.69 -19.41 -23.52 6.54 -4.35
BlackRock Energy & Resources Inv C SSGDX -14.69 -19.31 -27.43 -33.05 5.31 -4.68
BlackRock Energy & Resources Inv B SSGPX -14.74 -19.31 -27.46 -33.09 5.26 -4.73
BlackRock Energy & Resources Inv A SSGRX -14.65 -19.07 -27.30 -32.56 6.08 -3.99
BlackRock Energy & Resources Inv A LW SSGRX.LW -14.65 -19.07 -27.30 -32.56 6.08 -3.99
Tortoise MLP & Pipeline Instl TORIX -2.96 -0.61 -1.80 --- --- ---
Tortoise MLP & Pipeline Investor TORTX -2.97 -0.70 -1.89 --- --- ---
Vanguard Energy Index Adm VENAX -8.10 -7.61 -14.69 -13.36 10.74 0.16
Vanguard Energy Adm VGELX -8.86 -9.09 -17.18 -17.63 6.65 -0.93
Vanguard Energy Inv VGENX -8.85 -9.11 -17.19 -17.67 6.58 -0.99
Waddell & Reed Energy A WEGAX -10.65 -9.11 -18.30 -21.60 6.59 -1.38
Waddell & Reed Energy A Load Waived WEGAX.LW -10.65 -9.11 -18.30 -21.60 6.59 -1.38
Waddell & Reed Energy B WEGBX -10.78 -9.53 -18.57 -22.53 5.40 -2.45
Waddell & Reed Energy C WEGCX -10.66 -9.36 -18.39 -22.18 5.75 -2.14
Waddell & Reed Energy Y WEGYX -10.60 -8.84 -18.19 -21.10 7.21 -0.79
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