Equity Energy: Total Returns

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Data through 10/22/2014. 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 -11.18 -5.72 -17.71 -7.74 4.68 3.13
Cavanal Hill World Energy A AAWEX -8.32 --- -12.05 --- --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -8.32 --- -12.05 --- --- ---
Cavanal Hill World Energy C ACWEX -8.30 --- -12.20 --- --- ---
Cavanal Hill World Energy Institutional AIWEX -8.26 --- -11.99 --- --- ---
Cavanal Hill World Energy Investor APWEX -8.24 --- -12.05 --- --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -10.71 -5.44 -16.73 -6.87 1.82 1.72
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -10.71 -5.44 -16.73 -6.87 1.82 1.72
BlackRock All-Cap Engy & Res Investor B BACBX -10.74 -6.00 -16.89 -7.53 1.05 0.97
BlackRock All-Cap Engy & Res Investor C BACCX -10.72 -5.99 -16.86 -7.52 1.07 1.00
BlackRock All-Cap Engy & Res Instl BACIX -10.69 -5.17 -16.65 -6.53 2.23 2.15
BlackRock All-Cap Engy & Res Svc BACSX -10.69 -5.43 -16.71 -6.84 1.84 1.77
Baron Energy and Resources Retail BENFX -11.85 -2.03 -18.48 -3.57 --- ---
Baron Energy and Resources Institutional BENIX -11.77 -1.85 -18.37 -3.31 --- ---
BP Capital TwinLine Energy A BPEAX -9.12 5.15 -12.01 --- --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -9.12 5.15 -12.01 --- --- ---
BP Capital TwinLine Energy I BPEIX -9.16 5.15 -12.01 --- --- ---
Calvert Global Alternative Energy I CAEIX -8.34 -9.92 -13.03 -9.44 5.93 -7.13
Calvert Global Alternative Energy C CGACX -8.48 -10.91 -13.33 -10.66 4.35 -8.50
Calvert Global Alternative Energy A CGAEX -8.33 -10.17 -13.08 -9.69 5.44 -7.56
Calvert Global Alternative Energy A LW CGAEX.LW -8.33 -10.17 -13.08 -9.69 5.44 -7.56
Calvert Global Alternative Energy Y CGAYX -8.43 -10.09 -13.13 -9.62 5.67 ---
MainStay Cushing® Royalty Energy Inc A CURAX -11.99 -7.45 -15.23 -6.60 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -11.99 -7.45 -15.23 -6.60 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -12.04 -7.99 -15.37 -7.28 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -12.04 --- -15.23 --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -11.97 -7.30 -15.19 -6.40 --- ---
Fidelity Advisor® Energy T FAGNX -9.96 -4.83 -16.97 -6.71 6.39 5.60
Fidelity Advisor® Energy A FANAX -9.94 -4.65 -16.93 -6.48 6.62 5.83
Fidelity Advisor® Energy A Load Waived FANAX.LW -9.94 -4.65 -16.93 -6.48 6.62 5.83
Fidelity Advisor® Energy I FANIX -9.93 -4.45 -16.88 -6.24 6.92 6.14
Fidelity Advisor® Energy B FANRX -10.00 -5.27 -17.10 -7.24 5.79 5.02
Fidelity® Select Natural Resources Port FNARX -10.40 -3.98 -17.99 -8.49 4.48 4.72
Fidelity Advisor® Energy C FNRCX -9.98 -5.21 -17.07 -7.17 5.84 5.06
Fidelity® Select Energy Portfolio FSENX -9.94 -4.46 -16.92 -6.25 6.88 6.06
Fidelity® Select Energy Service Port FSESX -12.22 -7.23 -21.82 -10.62 6.81 4.87
Fidelity® Select Natural Gas Portfolio FSNGX -13.27 -3.29 -19.56 -4.69 7.18 2.43
Invesco Energy Inv FSTEX -12.00 -5.75 -18.52 -6.13 4.53 3.28
Guinness Atkinson Alternative Energy GAAEX -11.00 -6.77 -11.85 -16.22 4.98 -10.17
Guinness Atkinson Global Energy GAGEX -13.80 -7.06 -20.69 -7.79 5.11 3.23
ICON Energy A ICEAX -8.11 -10.53 -14.13 -9.60 4.83 ---
ICON Energy A Load Waived ICEAX.LW -8.11 -10.53 -14.13 -9.60 4.83 ---
ICON Energy C ICEEX -8.14 -11.12 -14.27 -10.33 4.00 ---
ICON Energy S ICENX -8.07 -10.33 -14.03 -9.33 5.14 4.50
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -12.86 -2.92 -17.92 -2.42 10.91 15.04
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -12.86 -2.92 -17.92 -2.42 10.91 15.04
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -12.99 --- -18.15 --- --- ---
Invesco Energy C IEFCX -12.07 -6.33 -18.68 -6.84 3.75 2.51
Invesco Energy A IENAX -12.00 -5.73 -18.51 -6.13 4.54 3.29
Invesco Energy A Load Waived IENAX.LW -12.00 -5.73 -18.51 -6.13 4.54 3.29
Invesco Energy B IENBX -12.05 -6.32 -18.67 -6.82 3.75 2.51
Invesco Energy R5 IENIX -11.98 -5.48 -18.45 -5.80 4.91 3.67
Ivy Energy R6 IENRX -10.66 --- --- --- --- ---
Invesco Energy Y IENYX -11.98 -5.55 -18.47 -5.88 4.79 3.54
Ivy Energy A IEYAX -10.72 -1.61 -16.86 -4.45 8.63 6.18
Ivy Energy A Load Waived IEYAX.LW -10.72 -1.61 -16.86 -4.45 8.63 6.18
Ivy Energy B IEYBX -10.79 -2.20 -17.04 -5.14 7.71 5.29
Ivy Energy C IEYCX -10.77 -2.10 -17.03 -5.01 7.93 5.51
Ivy Energy Y IEYYX -10.72 -1.53 -16.88 -4.29 8.79 6.34
Ivy Energy I IVEIX -10.72 -1.32 -16.83 -4.04 9.04 6.61
Ivy Energy R IYEFX -10.75 -1.75 -16.94 -4.58 --- ---
BlackRock Natural Resources Instl MAGRX -10.27 -4.89 -17.41 -6.75 4.04 3.79
BlackRock Natural Resources Inv B MBGRX -10.35 -5.68 -17.63 -7.74 2.94 2.70
BlackRock Natural Resources Inv C MCGRX -10.34 -5.68 -17.62 -7.71 2.96 2.70
BlackRock Natural Resources Inv A MDGRX -10.30 -5.07 -17.46 -6.99 3.76 3.51
BlackRock Natural Resources Inv A LW MDGRX.LW -10.30 -5.07 -17.46 -6.99 3.76 3.51
ProFunds Oil Equipment Svc & Dist Inv OEPIX -14.20 -1.65 -26.20 -5.67 10.68 6.21
ProFunds Oil Equipment Svc & Dist Svc OEPSX -14.31 -2.50 -26.42 -6.62 9.56 5.15
Putnam Global Energy A PGEAX -13.38 -7.49 -20.81 -7.69 3.06 2.95
Putnam Global Energy A Load Waived PGEAX.LW -13.38 -7.49 -20.81 -7.69 3.06 2.95
Putnam Global Energy C PGECX -13.46 -8.05 -20.99 -8.38 2.29 2.17
Putnam Global Energy B PGEDX -13.46 -8.05 -20.94 -8.37 2.28 2.17
Putnam Global Energy Y PGEIX -13.39 -7.33 -20.80 -7.45 3.30 3.20
Putnam Global Energy M PGENX -13.45 -7.85 -20.91 -8.10 2.54 2.43
Putnam Global Energy R PGETX -13.48 -7.68 -20.91 -7.94 2.79 2.69
Rydex Energy Adv RYEAX -11.74 -8.23 -19.02 -8.43 4.93 4.41
Rydex Energy C RYECX -11.81 -8.61 -19.14 -8.86 4.40 3.89
Rydex Energy Inv RYEIX -11.70 -7.84 -18.91 -7.90 5.48 4.95
Rydex Energy A RYENX -11.73 -8.04 -18.99 -8.20 5.16 4.65
Rydex Energy A Load Waived RYENX.LW -11.73 -8.04 -18.99 -8.20 5.16 4.65
Rydex Energy Services A RYESX -13.56 -14.24 -24.36 -16.77 2.68 2.55
Rydex Energy Services A Load Waived RYESX.LW -13.56 -14.24 -24.36 -16.77 2.68 2.55
Rydex Energy Services Adv RYVAX -13.58 -14.41 -24.41 -17.00 2.42 2.30
Rydex Energy Services C RYVCX -13.60 -14.74 -24.50 -17.40 1.91 1.79
Rydex Energy Services Inv RYVIX -13.55 -14.08 -24.32 -16.59 2.93 2.80
BlackRock Energy & Resources Instl SGLSX -14.05 -12.78 -22.21 -16.69 -3.41 -0.65
BlackRock Energy & Resources Inv C SSGDX -14.11 -13.50 -22.41 -17.56 -4.42 -1.72
BlackRock Energy & Resources Inv B SSGPX -14.12 -13.55 -22.44 -17.60 -4.44 -1.74
BlackRock Energy & Resources Inv A SSGRX -14.07 -12.97 -22.26 -16.94 -3.70 -0.99
BlackRock Energy & Resources Inv A LW SSGRX.LW -14.07 -12.97 -22.26 -16.94 -3.70 -0.99
Tortoise North American Engy Indep C TNPCX -12.89 -6.73 -22.17 -11.73 --- ---
Tortoise North American Engy Indep Instl TNPIX -12.87 -6.00 -21.98 -10.86 --- ---
Tortoise North American Engy Indep Inv TNPTX -12.83 -6.09 -21.97 -11.03 --- ---
Tortoise Select Opportunity C TOPCX -11.27 4.42 -13.59 4.77 --- ---
Tortoise Select Opportunity Instl TOPIX -11.18 5.28 -13.36 5.68 --- ---
Tortoise Select Opportunity Investor TOPTX -11.20 5.09 -13.45 5.45 --- ---
Vanguard Energy Index Adm VENAX -9.13 -3.88 -15.46 -1.20 8.39 8.38
Vanguard Energy Adm VGELX -9.97 -5.74 -16.28 -4.76 4.53 4.42
Vanguard Energy Inv VGENX -9.98 -5.79 -16.30 -4.81 4.47 4.36
Waddell & Reed Energy A WEGAX -10.85 -1.53 -17.17 -4.51 8.83 6.22
Waddell & Reed Energy A Load Waived WEGAX.LW -10.85 -1.53 -17.17 -4.51 8.83 6.22
Waddell & Reed Energy B WEGBX -11.00 -2.57 -17.45 -5.72 7.47 4.96
Waddell & Reed Energy C WEGCX -10.93 -2.24 -17.32 -5.38 7.90 5.33
Waddell & Reed Energy Y WEGYX -10.82 -1.17 -17.04 -4.12 9.43 6.78
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