Equity Energy: Total Returns

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Data through 1/13/2017. 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 -2.64 0.34 7.07 50.37 -7.84 -1.70
Cavanal Hill World Energy A AAWEX -0.32 1.35 7.72 38.95 --- ---
Cavanal Hill World Energy C ACWEX -0.40 1.26 7.46 37.79 --- ---
Cavanal Hill World Energy Institutional AIWEX -0.26 1.46 7.89 39.39 --- ---
Cavanal Hill World Energy Investor APWEX -0.33 1.35 7.71 38.91 --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -2.49 -0.26 7.29 42.97 -6.94 -2.34
BlackRock All-Cap Engy & Res Investor B BACBX -2.55 -0.27 7.15 41.82 -7.63 -3.05
BlackRock All-Cap Engy & Res Investor C BACCX -2.60 -0.28 7.07 41.79 -7.63 -3.04
BlackRock All-Cap Engy & Res Instl BACIX -2.43 -0.26 7.41 43.56 -6.57 -1.93
BlackRock All-Cap Engy & Res Svc BACSX -2.48 -0.26 7.28 42.91 -6.96 -2.32
Baron Energy and Resources Retail BENFX -0.43 2.22 5.02 52.32 -6.73 -1.39
Baron Energy and Resources Institutional BENIX -0.53 2.20 4.96 52.62 -6.53 -1.18
Baron Energy and Resources R6 BENUX -0.53 2.20 4.97 --- --- ---
BP Capital TwinLine Energy A BPEAX -1.47 0.87 7.06 68.81 3.86 ---
BP Capital TwinLine Energy C BPECX -1.53 0.83 6.91 67.94 --- ---
BP Capital TwinLine Energy I BPEIX -1.46 0.92 7.15 69.36 4.09 ---
MainStay Cushing® Energy Income A CURAX 1.89 1.46 8.90 63.03 -29.55 ---
MainStay Cushing® Energy Income C CURCX 1.75 1.30 8.58 61.31 -30.16 ---
MainStay Cushing® Energy Income Investor CURNX 1.68 1.26 8.69 62.40 --- ---
MainStay Cushing® Energy Income I CURZX 1.87 1.45 8.84 63.17 -29.38 ---
Miller/Howard Drill Bit to Burner Tp®Adv DBBDX -1.00 0.94 3.99 35.32 --- ---
Miller/Howard Drill Bit to Burner Tp® I DBBEX -1.01 0.94 4.04 35.84 --- ---
Oppenheimer SteelPath Panoramic A EESAX -3.17 -0.27 5.81 46.81 --- ---
Oppenheimer SteelPath Panoramic C EESCX -3.20 -0.36 5.66 45.83 --- ---
Oppenheimer SteelPath Panoramic I EESIX -3.16 -0.26 5.98 47.46 --- ---
Oppenheimer SteelPath Panoramic R EESRX -3.26 -0.35 5.72 46.55 --- ---
Oppenheimer SteelPath Panoramic Y EESYX -3.17 -0.26 5.89 47.20 --- ---
Fidelity Advisor® Energy T FAGNX -4.16 -0.57 5.26 49.16 -1.74 2.78
Fidelity Advisor® Energy A FANAX -4.16 -0.56 5.33 49.58 -1.50 3.01
Fidelity Advisor® Energy I FANIX -4.13 -0.55 5.38 49.97 -1.24 3.30
Fidelity® Select Natural Resources Port FNARX -3.41 -0.03 4.42 48.33 -2.37 1.04
Fidelity Advisor® Energy C FNRCX -4.22 -0.57 5.14 48.49 -2.21 2.26
Fidelity® Select Energy FSENX -4.14 -0.58 5.45 50.57 -1.18 3.30
Fidelity® Select Energy Service Port FSESX 1.51 2.35 16.73 63.71 -6.90 0.20
Fidelity® Select Natural Gas FSNGX -2.82 0.54 9.63 77.17 -5.50 0.93
Invesco Energy Inv FSTEX -4.02 0.00 5.55 48.16 -8.95 -2.80
Guinness Atkinson Alternative Energy GAAEX 1.17 3.59 -3.70 -1.52 -15.18 -3.84
Guinness Atkinson Global Energy GAGEX -2.65 0.73 9.23 48.93 -8.37 -0.96
ICON Energy A ICEAX -3.63 -0.67 6.85 38.50 -8.36 -0.55
ICON Energy C ICEEX -3.73 -0.69 6.67 37.36 -9.07 -1.33
ICON Energy S ICENX -3.67 -0.66 6.99 38.81 -8.10 -0.27
Williston Basin/Mid-North America Stk A ICPAX -1.31 0.84 7.16 60.17 -1.53 3.54
Williston Basin/Mid-North America Stk C ICPUX -1.33 1.02 7.01 59.52 --- ---
Williston Basin/Mid-North America Stk I ICWIX -1.20 1.01 7.44 --- --- ---
Invesco Energy C IEFCX -4.05 0.00 5.37 47.11 -9.62 -3.52
Invesco Energy A IENAX -4.03 0.00 5.56 48.17 -8.95 -2.80
Invesco Energy B IENBX -4.05 0.00 5.39 47.05 -9.63 -3.52
Invesco Energy R5 IENIX -3.96 0.03 5.68 48.84 -8.57 -2.42
Ivy Energy R6 IENRX -2.28 0.81 6.31 58.12 --- ---
Invesco Energy Y IENYX -3.99 0.00 5.62 48.53 -8.72 -2.55
Ivy Energy A IEYAX -2.31 0.84 6.19 57.31 -1.02 3.25
Ivy Energy B IEYBX -2.37 0.76 5.95 55.98 -1.87 2.38
Ivy Energy C IEYCX -2.40 0.75 6.00 56.16 -1.68 2.59
Ivy Energy Y IEYYX -2.34 0.76 6.18 57.33 -0.92 3.37
Ivy Energy I IVEIX -2.29 0.81 6.26 57.82 -0.66 3.65
Ivy Energy R IYEFX -2.39 0.70 6.09 56.86 -1.25 ---
BlackRock Natural Resources Instl MAGRX -3.32 0.15 5.63 44.66 -4.82 -0.55
BlackRock Natural Resources Inv B MBGRX -3.48 0.07 5.17 42.88 -5.91 -1.66
BlackRock Natural Resources Inv C MCGRX -3.40 0.10 5.36 43.16 -5.82 -1.60
BlackRock Natural Resources Inv A MDGRX -3.36 0.13 5.54 44.23 -5.08 -0.83
Integrity Energized Dividend A NRGDX 0.39 0.26 11.49 --- --- ---
Integrity Energized Dividend C NRGUX 0.38 0.35 11.30 --- --- ---
Integrity Energized Dividend I NRIGX 0.45 0.26 11.56 --- --- ---
ProFunds Oil Equipment Svc & Dist Inv OEPIX -2.48 1.47 12.04 86.78 -11.92 -2.41
ProFunds Oil Equipment Svc & Dist Svc OEPSX -2.48 1.50 11.84 85.11 -12.80 -3.38
Putnam Global Energy A PGEAX -2.86 0.00 11.07 44.95 -12.83 -5.48
Putnam Global Energy C PGECX -2.88 0.12 10.84 44.03 -13.45 -6.17
Putnam Global Energy B PGEDX -3.00 0.00 10.85 43.85 -13.49 -6.19
Putnam Global Energy Y PGEIX -2.87 0.00 11.05 45.45 -12.60 -5.23
Putnam Global Energy M PGENX -2.85 0.12 10.92 44.44 -13.23 -5.93
Putnam Global Energy R PGETX -2.98 0.00 10.86 44.51 -13.03 -5.72
Rydex Energy H RYEAX -3.85 -0.12 6.80 53.15 -8.34 -1.70
Rydex Energy C RYECX -3.91 -0.14 6.62 52.22 -8.89 -2.25
Rydex Energy Inv RYEIX -3.83 -0.11 6.91 53.68 -7.98 -1.27
Rydex Energy A RYENX -3.85 -0.11 6.83 53.39 -8.17 -1.50
Rydex Energy Services A RYESX -1.91 2.14 14.94 50.52 -14.32 -5.83
Rydex Energy Services H RYVAX -1.91 2.14 14.95 50.59 -14.48 -6.03
Rydex Energy Services C RYVCX -1.98 2.10 14.69 49.41 -14.97 -6.54
Rydex Energy Services Inv RYVIX -1.88 2.16 14.92 50.91 -14.11 -5.60
BlackRock Energy & Resources Instl SGLSX -4.73 -0.39 3.81 55.09 -13.89 -8.74
BlackRock Energy & Resources Inv C SSGDX -4.87 -0.43 3.54 53.38 -14.78 -9.69
BlackRock Energy & Resources Inv B SSGPX -4.84 -0.42 3.51 53.52 -14.79 -9.69
BlackRock Energy & Resources Inv A SSGRX -4.79 -0.45 3.70 54.59 -14.16 -9.03
Tortoise North American Engy Indep C TNPCX -6.29 -0.12 -2.81 60.00 -5.54 ---
Tortoise North American Engy Indep Instl TNPIX -6.16 0.00 -2.60 61.69 -4.55 ---
Tortoise North American Engy Indep Inv TNPTX -6.12 -0.11 -2.63 61.23 -4.84 ---
Tortoise Select Opportunity C TOPCX -2.66 -0.40 3.35 48.64 -0.74 ---
Tortoise Select Opportunity Instl TOPIX -2.58 -0.40 3.61 50.03 0.22 ---
Tortoise Select Opportunity Investor TOPTX -2.57 -0.40 3.63 49.76 -0.03 ---
Vanguard Energy Index Adm VENAX -3.97 -1.23 6.82 43.03 -2.93 2.69
Vanguard Energy Adm VGELX -2.81 -0.14 5.06 48.96 -2.48 1.56
Vanguard Energy Inv VGENX -2.82 -0.15 5.02 48.85 -2.54 1.50
Waddell & Reed Energy A WEGAX -2.33 0.75 6.22 57.68 -0.80 3.48
Waddell & Reed Energy B WEGBX -2.42 0.70 5.82 55.42 -2.18 2.11
Waddell & Reed Energy C WEGCX -2.39 0.75 5.98 56.33 -1.63 2.62
Waddell & Reed Energy Y WEGYX -2.34 0.78 6.26 58.52 -0.34 3.98
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