Equity Energy: Total Returns

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Data through 6/14/2019. 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 -8.29 3.41 -10.76 -28.77 -6.82 -15.06
Cavanal Hill World Energy A AAWEX -5.62 1.14 -11.06 -25.24 -4.97 -8.15
Cavanal Hill World Energy C ACWEX -5.55 0.82 -11.20 -25.79 -5.64 -8.83
Cavanal Hill World Energy Institutional AIWEX -5.48 1.35 -10.97 -25.08 -4.70 -7.90
Cavanal Hill World Energy Investor APWEX -5.62 1.14 -11.06 -25.27 -4.98 -8.19
BlackRock All-Cap Engy & Res Investor A BACAX -3.43 8.49 -4.68 -17.36 0.23 -9.24
BlackRock All-Cap Engy & Res Investor C BACCX -3.55 8.08 -4.85 -18.01 -0.47 -9.89
BlackRock All-Cap Engy & Res Instl BACIX -3.43 8.61 -4.56 -17.06 0.66 -8.86
BlackRock All-Cap Engy & Res Svc BACSX -3.51 8.45 -4.65 -17.39 0.23 -9.24
MainStay Cushing® Energy Income A CURAX -8.70 1.39 -10.73 -22.92 -2.80 -24.00
MainStay Cushing® Energy Income C CURCX -9.07 0.73 -11.14 -23.70 -3.74 -24.69
MainStay Cushing® Energy Income Investor CURNX -8.99 1.07 -10.82 -23.13 -2.99 ---
MainStay Cushing® Energy Income I CURZX -8.85 1.52 -10.79 -22.85 -2.59 -23.83
Miller/Howard Drill Bit to Burner Tp®Adv DBBDX -5.36 8.78 -4.32 -11.70 -1.27 ---
Miller/Howard Drill Bit to Burner Tp® I DBBEX -5.29 8.91 -4.24 -11.45 -1.05 ---
Invesco Oppenheimer SteelPath Pnrmc A EESAX -9.47 3.90 -8.13 -28.84 -7.92 ---
Invesco Oppenheimer SteelPath Pnrmc C EESCX -9.45 3.70 -8.20 -29.32 -8.55 ---
Invesco Oppenheimer SteelPath Pnrmc R6 EESIX -9.36 4.28 -7.93 -28.45 -7.49 ---
Invesco Oppenheimer SteelPath Pnrmc R EESRX -9.40 3.92 -8.05 -28.93 -8.10 ---
Invesco Oppenheimer SteelPath Pnrmc Y EESYX -9.40 4.16 -7.96 -28.61 -7.65 ---
Fidelity Advisor® Energy M FAGNX -7.99 5.04 -7.93 -25.73 -4.16 -9.34
Fidelity Advisor® Energy A FANAX -7.97 5.16 -7.85 -25.53 -3.90 -9.11
Fidelity Advisor® Energy I FANIX -7.93 5.31 -7.78 -25.30 -3.62 -8.85
Fidelity Advisor® Energy Z FIKAX -7.91 5.40 -7.73 --- --- ---
Fidelity® Select Natural Resources Port FNARX -4.68 9.71 -4.44 -19.11 -1.77 -8.37
Fidelity Advisor® Energy C FNRCX -8.01 4.84 -8.01 -26.07 -4.59 -9.77
Fidelity® Select Energy FSENX -7.97 5.19 -7.89 -25.52 -3.65 -8.86
Fidelity® Select Energy Service Port FSESX -13.03 -3.87 -20.47 -46.81 -16.19 -20.82
Fidelity® Select Natural Gas FSNGX -10.01 5.12 -9.53 -24.47 -7.22 -14.76
Invesco Energy Inv FSTEX -8.11 3.53 -11.07 -28.05 -8.83 -15.24
Guinness Atkinson Global Energy GAGEX -5.72 6.34 -7.04 -21.36 -1.07 -11.50
Hennessy BP Energy Investor HNRGX -8.51 4.22 -9.87 -29.92 -4.18 -8.05
Hennessy BP Energy Institutional HNRIX -8.47 4.32 -9.77 -29.72 -3.92 -7.81
ICON Energy A ICEAX -7.49 1.53 -10.00 -25.39 -7.46 -12.97
ICON Energy C ICEEX -7.47 1.38 -10.11 -25.87 -8.14 -13.61
ICON Energy S ICENX -7.42 1.74 -9.91 -25.21 -7.20 -12.73
Williston Basin/Mid-North America Stk A ICPAX -7.88 8.78 -8.50 -23.66 -5.44 -11.17
Williston Basin/Mid-North America Stk C ICPUX -7.97 8.60 -8.80 -24.20 -5.97 -11.64
Williston Basin/Mid-North America Stk I ICWIX -7.92 8.82 -8.54 -23.40 --- ---
Invesco Energy C IEFCX -8.17 3.19 -11.25 -28.60 -9.52 -15.88
Invesco Energy A IENAX -8.12 3.51 -11.07 -28.08 -8.84 -15.24
Invesco Energy R5 IENIX -8.12 3.71 -10.97 -27.75 -8.45 -14.89
Ivy Energy N IENRX -10.59 0.59 -12.51 -35.38 -12.23 ---
Invesco Energy R6 IENSX -8.08 3.77 -10.97 -27.75 --- ---
Invesco Energy Y IENYX -8.07 3.69 -11.03 -27.88 -8.61 -15.03
Ivy Energy A IEYAX -10.66 0.37 -12.67 -35.68 -12.66 -14.50
Ivy Energy B IEYBX -10.74 0.00 -12.77 -36.21 -13.41 -15.23
Ivy Energy C IEYCX -10.74 0.00 -12.72 -36.12 -13.26 -15.07
Ivy Energy Y IEYYX -10.61 0.36 -12.59 -35.62 -12.57 -14.40
Ivy Energy I IVEIX -10.64 0.47 -12.58 -35.46 -12.34 -14.18
Ivy Energy R IYEFX -10.68 0.12 -12.72 -35.86 -12.89 -14.71
Integrity Energized Dividend A NRGDX -1.19 14.39 -2.87 -3.95 11.63 ---
Integrity Energized Dividend C NRGUX -1.29 13.97 -3.00 -4.66 10.76 ---
Integrity Energized Dividend I NRIGX -1.19 14.56 -2.81 -3.70 --- ---
ProFunds Oil Equipment Svc & Dist Inv OEPIX -19.82 -8.05 -31.89 -62.81 -28.28 -31.21
ProFunds Oil Equipment Svc & Dist Svc OEPSX -19.92 -8.13 -32.03 -63.12 -28.94 -31.88
Rydex Energy H RYEAX -8.06 3.14 -10.20 -27.77 -5.87 -13.99
Rydex Energy C RYECX -8.13 2.83 -10.33 -28.27 -6.55 -14.57
Rydex Energy Inv RYEIX -8.04 3.29 -10.09 -27.55 -5.62 -13.72
Rydex Energy A RYENX -8.06 3.17 -10.15 -27.73 -5.85 -13.90
Rydex Energy Services A RYESX -12.97 -1.97 -20.05 -45.38 -21.09 -25.54
Rydex Energy Services H RYVAX -13.01 -1.89 -20.01 -45.41 -21.13 -25.63
Rydex Energy Services C RYVCX -13.01 -2.21 -20.19 -45.76 -21.67 -26.10
Rydex Energy Services Inv RYVIX -12.95 -1.84 -20.00 -45.20 -20.88 -25.35
BlackRock Energy & Resources Instl SGLSX -9.51 5.55 -10.07 -26.93 -7.12 -17.73
Invesco Oppenheimer SteelPath Pnrmc R5 SPMNX --- --- --- --- --- ---
BlackRock Energy & Resources Inv C SSGDX -9.64 5.00 -10.31 -27.69 -8.10 -18.59
BlackRock Energy & Resources Inv A SSGRX -9.61 5.41 -10.14 -27.18 -7.42 -17.99
Tortoise Select Opportunity C TOPCX -6.26 5.01 -4.80 -22.49 -4.77 -9.56
Tortoise Select Opportunity Instl TOPIX -6.00 5.64 -4.48 -21.71 -3.79 -8.64
Tortoise Select Opportunity A TOPTX -6.03 5.53 -4.63 -21.90 -4.06 -8.88
Vanguard Energy Index Admiral VENAX -5.61 5.94 -8.37 -20.43 -2.01 -7.93
Vanguard Energy Adm VGELX -4.12 7.80 -5.51 -15.25 1.48 -6.06
Vanguard Energy Inv VGENX -4.13 7.77 -5.55 -15.32 1.40 -6.13
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