Equity Energy: Total Returns

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Data through 9/15/2017. 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 7.13 -14.82 2.96 -3.09 -16.25 -6.66
Cavanal Hill World Energy A AAWEX 4.73 -12.00 3.56 -1.63 -8.16 ---
Cavanal Hill World Energy C ACWEX 4.64 -12.42 3.37 -2.27 -8.82 ---
Cavanal Hill World Energy Institutional AIWEX 4.72 -11.77 3.62 -1.37 -7.89 ---
Cavanal Hill World Energy Investor APWEX 4.73 -12.02 3.44 -1.67 -8.19 ---
BlackRock All-Cap Engy & Res Investor A BACAX 5.63 -9.31 4.35 2.00 -12.66 -4.84
BlackRock All-Cap Engy & Res Investor B BACBX 5.57 -9.71 4.15 1.31 -13.29 -5.53
BlackRock All-Cap Engy & Res Investor C BACCX 5.48 -9.74 4.14 1.25 -13.30 -5.52
BlackRock All-Cap Engy & Res Instl BACIX 5.68 -9.01 4.53 2.43 -12.30 -4.43
BlackRock All-Cap Engy & Res Svc BACSX 5.60 -9.27 4.33 2.02 -12.68 -4.83
Baron Energy and Resources Retail BENFX 5.28 -15.78 0.40 -9.22 -17.27 -5.27
Baron Energy and Resources Institutional BENIX 5.34 -15.59 0.39 -8.89 -17.08 -5.04
Baron Energy and Resources R6 BENUX 5.21 -15.60 0.39 -9.00 --- ---
BP Capital TwinLine Energy A BPEAX 6.30 -11.50 2.76 -0.76 -7.37 ---
BP Capital TwinLine Energy C BPECX 6.25 -11.80 2.62 -1.26 --- ---
BP Capital TwinLine Energy I BPEIX 6.32 -11.31 2.80 -0.53 -7.11 ---
MainStay Cushing® Energy Income A CURAX 5.04 -9.73 5.52 1.63 -33.67 -20.83
MainStay Cushing® Energy Income C CURCX 4.97 -10.25 5.49 0.85 -34.23 -21.46
MainStay Cushing® Energy Income Investor CURNX 5.05 -9.79 5.50 1.58 -33.74 ---
MainStay Cushing® Energy Income I CURZX 5.22 -9.42 5.77 2.11 -33.47 -20.60
Miller/Howard Drill Bit to Burner Tp®Adv DBBDX 4.76 -5.74 2.23 -1.41 --- ---
Miller/Howard Drill Bit to Burner Tp® I DBBEX 4.84 -5.56 2.32 -1.09 --- ---
Oppenheimer SteelPath Panoramic A EESAX 6.01 -17.40 2.07 -7.88 --- ---
Oppenheimer SteelPath Panoramic C EESCX 5.85 -17.88 1.88 -8.52 --- ---
Oppenheimer SteelPath Panoramic I EESIX 5.96 -17.15 2.28 -7.47 --- ---
Oppenheimer SteelPath Panoramic R EESRX 5.91 -17.60 1.97 -8.18 --- ---
Oppenheimer SteelPath Panoramic Y EESYX 5.98 -17.27 2.18 -7.67 --- ---
Fidelity Advisor® Energy M FAGNX 6.35 -15.88 2.79 -5.69 -10.60 -2.30
Fidelity Advisor® Energy A FANAX 6.42 -15.70 2.88 -5.44 -10.37 -2.07
Fidelity Advisor® Energy I FANIX 6.42 -15.55 2.93 -5.18 -10.13 -1.80
Fidelity® Select Natural Resources Port FNARX 6.59 -12.72 3.90 -4.50 -10.76 -3.06
Fidelity Advisor® Energy C FNRCX 6.31 -16.14 2.66 -6.11 -11.02 -2.78
Fidelity® Select Energy FSENX 6.43 -15.50 2.98 -5.04 -10.05 -1.76
Fidelity® Select Energy Service Port FSESX 10.91 -18.53 2.27 2.91 -17.00 -6.31
Fidelity® Select Natural Gas FSNGX 5.50 -20.61 1.43 -6.43 -17.25 -5.49
Invesco Energy Inv FSTEX 6.96 -16.95 3.25 -5.88 -17.94 -7.32
Guinness Atkinson Global Energy GAGEX 6.09 -10.99 4.80 2.26 -15.33 -5.21
ICON Energy A ICEAX 6.14 -12.78 3.25 -2.63 -13.26 -4.68
ICON Energy C ICEEX 6.03 -13.27 3.02 -3.34 -13.93 -5.42
ICON Energy S ICENX 6.10 -12.65 3.23 -2.37 -13.03 -4.43
Williston Basin/Mid-North America Stk A ICPAX 7.06 -18.21 1.04 -5.66 -12.92 -1.62
Williston Basin/Mid-North America Stk C ICPUX 7.13 -18.34 1.05 -5.87 -13.33 ---
Williston Basin/Mid-North America Stk I ICWIX 7.28 -17.91 1.25 -5.05 --- ---
Invesco Energy C IEFCX 6.92 -17.37 3.07 -6.55 -18.54 -8.01
Invesco Energy A IENAX 6.97 -16.95 3.28 -5.85 -17.93 -7.32
Invesco Energy B IENBX 6.87 -17.40 3.03 -6.59 -18.56 -8.02
Invesco Energy R5 IENIX 7.00 -16.69 3.36 -5.46 -17.58 -6.96
Ivy Energy N IENRX 8.24 -24.01 0.36 -12.27 -14.15 ---
Invesco Energy R6 IENSX 7.04 --- 3.40 --- --- ---
Invesco Energy Y IENYX 6.99 -16.83 3.31 -5.66 -17.73 -7.09
Ivy Energy A IEYAX 8.20 -24.28 0.09 -12.74 -14.61 -3.41
Ivy Energy B IEYBX 8.01 -24.77 -0.10 -13.53 -15.36 -4.24
Ivy Energy C IEYCX 8.18 -24.61 0.00 -13.29 -15.16 -4.02
Ivy Energy Y IEYYX 8.18 -24.22 0.18 -12.65 -14.50 -3.28
Ivy Energy I IVEIX 8.18 -24.11 0.27 -12.46 -14.30 -3.05
Ivy Energy R IYEFX 8.17 -24.45 0.09 -12.99 -14.81 ---
BlackRock Natural Resources Instl MAGRX 5.92 -2.67 10.60 7.51 -9.28 -2.64
BlackRock Natural Resources Inv B MBGRX 5.79 -3.81 10.17 5.79 -10.44 -3.81
BlackRock Natural Resources Inv C MCGRX 5.84 -3.41 10.29 6.37 -10.24 -3.66
BlackRock Natural Resources Inv A MDGRX 5.87 -2.87 10.49 7.19 -9.53 -2.90
Integrity Energized Dividend A NRGDX 7.26 3.50 9.40 17.49 --- ---
Integrity Energized Dividend C NRGUX 7.18 2.98 9.14 16.61 --- ---
Integrity Energized Dividend I NRIGX 7.36 3.71 9.56 17.85 --- ---
ProFunds Oil Equipment Svc & Dist Inv OEPIX 10.48 -24.97 0.91 -10.22 -25.87 -10.65
ProFunds Oil Equipment Svc & Dist Svc OEPSX 10.37 -25.44 0.64 -11.04 -26.60 -11.53
Rydex Energy H RYEAX 6.90 -16.73 2.89 -5.88 -16.80 -6.76
Rydex Energy C RYECX 6.83 -17.15 2.70 -6.53 -17.37 -7.32
Rydex Energy Inv RYEIX 6.93 -16.56 2.96 -5.67 -16.53 -6.38
Rydex Energy A RYENX 6.91 -16.71 2.90 -5.88 -16.70 -6.60
Rydex Energy Services A RYESX 11.49 -26.94 -1.66 -7.65 -24.96 -13.40
Rydex Energy Services H RYVAX 11.43 -27.05 -1.67 -7.77 -25.09 -13.58
Rydex Energy Services C RYVCX 11.44 -27.34 -1.84 -8.36 -25.53 -14.06
Rydex Energy Services Inv RYVIX 11.52 -26.83 -1.60 -7.44 -24.78 -13.19
BlackRock Energy & Resources Instl SGLSX 6.68 -16.83 3.82 -7.43 -21.35 -11.27
BlackRock Energy & Resources Inv C SSGDX 6.59 -17.43 3.46 -8.41 -22.16 -12.20
BlackRock Energy & Resources Inv B SSGPX 6.53 -17.43 3.52 -8.35 -22.16 -12.20
BlackRock Energy & Resources Inv A SSGRX 6.63 -17.03 3.69 -7.69 -21.59 -11.54
Tortoise Select Opportunity C TOPCX 7.26 -16.55 3.12 -10.01 -12.58 ---
Tortoise Select Opportunity Instl TOPIX 7.46 -15.92 3.41 -9.10 -11.69 ---
Tortoise Select Opportunity Investor TOPTX 7.34 -16.12 3.41 -9.28 -11.96 ---
Vanguard Energy Index Admiral VENAX 5.51 -11.97 2.44 -1.16 -9.88 -1.53
Vanguard Energy Adm VGELX 5.45 -6.11 4.54 3.25 -7.41 -1.26
Vanguard Energy Inv VGENX 5.45 -6.18 4.50 3.17 -7.47 -1.32
Waddell & Reed Energy A WEGAX 8.24 -24.30 0.18 -12.74 -14.49 -3.17
Waddell & Reed Energy B WEGBX 8.13 -25.21 -0.31 -14.16 -15.77 -4.52
Waddell & Reed Energy C WEGCX 8.18 -24.78 -0.10 -13.51 -15.23 -4.01
Waddell & Reed Energy Y WEGYX 8.38 -24.02 0.26 -12.35 -14.09 -2.70
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