Equity Energy: Total Returns

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Data through 1/29/2015. 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 -6.94 -5.62 -17.64 -17.90 -2.92 1.24
Cavanal Hill World Energy A AAWEX -3.11 -1.47 -8.01 --- --- ---
Cavanal Hill World Energy A Load Waived AAWEX.LW -3.11 -1.47 -8.01 --- --- ---
Cavanal Hill World Energy C ACWEX -3.32 -1.69 -8.29 --- --- ---
Cavanal Hill World Energy Institutional AIWEX -3.21 -1.58 -8.05 --- --- ---
Cavanal Hill World Energy Investor APWEX -3.11 -1.47 -8.02 --- --- ---
BlackRock All-Cap Engy & Res Investor A BACAX -7.43 -6.04 -14.07 -13.19 -3.55 0.36
BlackRock All-Cap Engy & Res Invest A LW BACAX.LW -7.43 -6.04 -14.07 -13.19 -3.55 0.36
BlackRock All-Cap Engy & Res Investor B BACBX -7.55 -6.09 -14.29 -13.85 -4.27 -0.38
BlackRock All-Cap Engy & Res Investor C BACCX -7.56 -6.10 -14.30 -13.87 -4.27 -0.36
BlackRock All-Cap Engy & Res Instl BACIX -7.46 -6.03 -14.00 -12.85 -3.16 0.79
BlackRock All-Cap Engy & Res Svc BACSX -7.42 -6.03 -14.07 -13.18 -3.52 0.41
Baron Energy and Resources Retail BENFX -6.47 -6.20 -18.71 -13.87 -1.78 ---
Baron Energy and Resources Institutional BENIX -6.42 -6.15 -18.58 -13.69 -1.55 ---
BP Capital TwinLine Energy A BPEAX -4.34 -3.14 -10.72 -1.53 --- ---
BP Capital TwinLine Energy A LW BPEAX.LW -4.34 -3.14 -10.72 -1.53 --- ---
BP Capital TwinLine Energy I BPEIX -4.33 -3.08 -10.68 -1.48 --- ---
Calvert Global Alternative Energy I CAEIX -3.96 -3.40 -6.30 -12.57 4.81 -5.67
Calvert Global Alternative Energy C CGACX -4.09 -3.48 -6.58 -13.60 3.26 -7.03
Calvert Global Alternative Energy A CGAEX -4.03 -3.45 -6.40 -12.87 4.28 -6.12
Calvert Global Alternative Energy A LW CGAEX.LW -4.03 -3.45 -6.40 -12.87 4.28 -6.12
Calvert Global Alternative Energy Y CGAYX -4.02 -3.47 -6.31 -12.57 4.52 ---
MainStay Cushing® Royalty Energy Inc A CURAX -8.02 -7.57 -40.38 -45.07 --- ---
MainStay Cushing® Royalty Energy In A LW CURAX.LW -8.02 -7.57 -40.38 -45.07 --- ---
MainStay Cushing® Royalty Energy Inc C CURCX -8.09 -7.72 -40.52 -45.52 --- ---
MainStay Cushing® Royalty Energy Inc Inv CURNX -8.03 -7.67 -40.40 --- --- ---
MainStay Cushing® Royalty Energy Inc I CURZX -8.07 -7.71 -40.38 -44.98 --- ---
Fidelity Advisor® Energy T FAGNX -4.84 -3.58 -13.30 -11.68 0.60 4.91
Fidelity Advisor® Energy A FANAX -4.81 -3.54 -13.24 -11.47 0.82 5.14
Fidelity Advisor® Energy A Load Waived FANAX.LW -4.81 -3.54 -13.24 -11.47 0.82 5.14
Fidelity Advisor® Energy I FANIX -4.79 -3.53 -13.18 -11.24 1.10 5.44
Fidelity Advisor® Energy B FANRX -4.88 -3.62 -13.44 -12.21 0.03 4.33
Fidelity® Select Natural Resources Port FNARX -3.15 -2.04 -11.65 -10.86 -1.29 4.50
Fidelity Advisor® Energy C FNRCX -4.88 -3.63 -13.42 -12.13 0.07 4.37
Fidelity® Select Energy Portfolio FSENX -4.84 -3.57 -13.34 -11.41 1.00 5.35
Fidelity® Select Energy Service Port FSESX -11.44 -10.15 -26.99 -27.03 -6.32 0.53
Fidelity® Select Natural Gas Portfolio FSNGX -8.92 -7.60 -18.02 -17.39 -0.34 0.84
Invesco Energy Inv FSTEX -8.02 -6.44 -19.20 -18.47 -4.14 0.94
Guinness Atkinson Alternative Energy GAAEX -4.11 -4.39 -13.26 -20.44 -0.22 -10.63
Guinness Atkinson Global Energy GAGEX -6.96 -5.79 -20.28 -21.67 -2.96 0.68
ICON Energy A ICEAX -9.63 -7.78 -21.57 -24.16 -3.17 ---
ICON Energy A Load Waived ICEAX.LW -9.63 -7.78 -21.57 -24.16 -3.17 ---
ICON Energy C ICEEX -9.67 -7.84 -21.74 -24.81 -3.95 ---
ICON Energy S ICENX -9.60 -7.75 -21.52 -23.96 -2.89 2.39
Integrity Williston Bsn/Md-N Amer Stk A ICPAX -4.75 -3.28 -13.06 -10.41 2.75 12.88
Integrity Williston Bsn/Md-N Amer S A LW ICPAX.LW -4.75 -3.28 -13.06 -10.41 2.75 12.88
Integrity Williston Bsn/Md-N Amer Stk C ICPUX -4.76 -3.28 -13.21 --- --- ---
Invesco Energy C IEFCX -8.06 -6.53 -19.36 -19.08 -4.86 0.18
Invesco Energy A IENAX -8.02 -6.47 -19.22 -18.49 -4.15 0.93
Invesco Energy A Load Waived IENAX.LW -8.02 -6.47 -19.22 -18.49 -4.15 0.93
Invesco Energy B IENBX -8.07 -6.52 -19.37 -19.08 -4.86 0.18
Invesco Energy R5 IENIX -7.99 -6.42 -19.12 -18.18 -3.79 1.31
Ivy Energy R6 IENRX -5.67 -4.28 -14.55 --- --- ---
Invesco Energy Y IENYX -8.01 -6.44 -19.17 -18.27 -3.91 1.19
Ivy Energy A IEYAX -5.77 -4.34 -14.69 -10.90 1.24 4.65
Ivy Energy A Load Waived IEYAX.LW -5.77 -4.34 -14.69 -10.90 1.24 4.65
Ivy Energy B IEYBX -5.81 -4.42 -14.86 -11.62 0.41 3.75
Ivy Energy C IEYCX -5.73 -4.36 -14.78 -11.40 0.62 3.98
Ivy Energy Y IEYYX -5.70 -4.36 -14.66 -10.79 1.38 4.78
Ivy Energy I IVEIX -5.68 -4.29 -14.61 -10.57 1.64 5.06
Ivy Energy R IYEFX -5.79 -4.35 -14.74 -11.12 --- ---
BlackRock Natural Resources Instl MAGRX -7.22 -5.98 -15.76 -14.88 -3.10 2.09
BlackRock Natural Resources Inv B MBGRX -7.30 -6.07 -15.99 -15.79 -4.14 1.02
BlackRock Natural Resources Inv C MCGRX -7.29 -6.03 -15.97 -15.75 -4.11 1.03
BlackRock Natural Resources Inv A MDGRX -7.24 -6.00 -15.81 -15.10 -3.37 1.82
BlackRock Natural Resources Inv A LW MDGRX.LW -7.24 -6.00 -15.81 -15.10 -3.37 1.82
ProFunds Oil Equipment Svc & Dist Inv OEPIX -12.74 -10.22 -27.00 -20.79 -3.42 3.17
ProFunds Oil Equipment Svc & Dist Svc OEPSX -12.78 -10.27 -27.17 -21.60 -4.37 2.14
Putnam Global Energy A PGEAX -8.21 -6.80 -19.54 -20.87 -5.34 0.42
Putnam Global Energy A Load Waived PGEAX.LW -8.21 -6.80 -19.54 -20.87 -5.34 0.42
Putnam Global Energy C PGECX -8.28 -6.84 -19.72 -21.48 -6.04 -0.34
Putnam Global Energy B PGEDX -8.28 -6.84 -19.72 -21.48 -6.04 -0.34
Putnam Global Energy Y PGEIX -8.26 -6.77 -19.53 -20.69 -5.11 0.66
Putnam Global Energy M PGENX -8.27 -6.85 -19.66 -21.29 -5.82 -0.10
Putnam Global Energy R PGETX -8.29 -6.78 -19.63 -21.09 -5.58 0.17
Rydex Energy Adv RYEAX -8.17 -6.78 -19.13 -20.31 -3.28 2.15
Rydex Energy C RYECX -8.18 -6.78 -19.23 -20.68 -3.75 1.64
Rydex Energy Inv RYEIX -8.06 -6.69 -19.03 -19.88 -2.78 2.68
Rydex Energy A RYENX -7.97 -6.60 -18.96 -19.99 -3.00 2.42
Rydex Energy A Load Waived RYENX.LW -7.97 -6.60 -18.96 -19.99 -3.00 2.42
Rydex Energy Services A RYESX -12.31 -10.66 -27.24 -32.13 -9.98 -1.68
Rydex Energy Services A Load Waived RYESX.LW -12.31 -10.66 -27.24 -32.13 -9.98 -1.68
Rydex Energy Services Adv RYVAX -12.35 -10.70 -27.32 -32.34 -10.22 -1.94
Rydex Energy Services C RYVCX -12.37 -10.72 -27.39 -32.66 -10.66 -2.42
Rydex Energy Services Inv RYVIX -12.31 -10.66 -27.21 -31.98 -9.76 -1.45
BlackRock Energy & Resources Instl SGLSX -10.01 -8.80 -23.27 -28.99 -12.91 -4.74
BlackRock Energy & Resources Inv C SSGDX -10.07 -8.89 -23.47 -29.73 -13.82 -5.76
BlackRock Energy & Resources Inv B SSGPX -10.10 -8.88 -23.47 -29.77 -13.84 -5.79
BlackRock Energy & Resources Inv A SSGRX -10.01 -8.83 -23.29 -29.18 -13.17 -5.05
BlackRock Energy & Resources Inv A LW SSGRX.LW -10.01 -8.83 -23.29 -29.18 -13.17 -5.05
Tortoise North American Engy Indep C TNPCX -5.69 -4.01 -17.58 -17.51 --- ---
Tortoise North American Engy Indep Instl TNPIX -5.69 -3.94 -17.40 -16.74 --- ---
Tortoise North American Engy Indep Inv TNPTX -5.72 -3.96 -17.47 -16.95 --- ---
Tortoise Select Opportunity C TOPCX -2.98 -1.87 -13.47 -6.71 --- ---
Tortoise Select Opportunity Instl TOPIX -2.95 -1.75 -13.21 -5.85 --- ---
Tortoise Select Opportunity Investor TOPTX -2.96 -1.75 -13.25 -6.07 --- ---
Vanguard Energy Index Adm VENAX -6.95 -5.65 -13.21 -10.41 2.33 7.55
Vanguard Energy Adm VGELX -6.05 -4.53 -14.65 -14.32 -1.80 3.13
Vanguard Energy Inv VGENX -6.07 -4.55 -14.66 -14.39 -1.86 3.07
Waddell & Reed Energy A WEGAX -5.42 -4.07 -14.50 -10.64 1.48 4.74
Waddell & Reed Energy A Load Waived WEGAX.LW -5.42 -4.07 -14.50 -10.64 1.48 4.74
Waddell & Reed Energy B WEGBX -5.52 -4.18 -14.80 -11.76 0.22 3.50
Waddell & Reed Energy C WEGCX -5.51 -4.13 -14.65 -11.32 0.62 3.90
Waddell & Reed Energy Y WEGYX -5.47 -4.11 -14.43 -10.26 1.98 5.30
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