Equity Energy: Total Returns

Data through 10/17/2017. 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 3.40 -11.71 4.43 -4.10 -10.79 -5.53
Cavanal Hill World Energy A AAWEX 2.97 -9.38 3.71 -2.83 -3.81 ---
Cavanal Hill World Energy C ACWEX 2.87 -9.91 3.49 -3.53 -4.51 ---
Cavanal Hill World Energy Institutional AIWEX 2.97 -9.15 3.70 -2.53 -3.51 ---
Cavanal Hill World Energy Investor APWEX 2.97 -9.40 3.59 -2.86 -3.84 ---
BlackRock All-Cap Engy & Res Investor A BACAX 4.46 -5.27 8.23 3.34 -7.43 -3.41
BlackRock All-Cap Engy & Res Investor B BACBX 4.38 -5.76 8.15 2.54 -8.09 -4.10
BlackRock All-Cap Engy & Res Investor C BACCX 4.48 -5.70 8.11 2.65 -8.08 -4.08
BlackRock All-Cap Engy & Res Instl BACIX 4.43 -4.97 8.41 3.74 -7.04 -3.00
BlackRock All-Cap Engy & Res Svc BACSX 4.53 -5.16 8.29 3.35 -7.41 -3.38
Baron Energy and Resources Retail BENFX 2.10 -14.01 -0.14 -10.84 -12.52 -4.04
Baron Energy and Resources Institutional BENIX 2.07 -13.84 -0.14 -10.71 -12.31 -3.83
Baron Energy and Resources R6 BENUX 2.07 -13.86 -0.14 -10.72 --- ---
BP Capital TwinLine Energy A BPEAX 4.77 -7.28 2.52 -0.47 -1.61 ---
BP Capital TwinLine Energy C BPECX 4.66 -7.69 2.39 -1.00 --- ---
BP Capital TwinLine Energy I BPEIX 4.80 -7.06 2.61 -0.19 -1.33 ---
MainStay Cushing® Energy Income A CURAX 2.88 -7.13 3.39 0.34 -29.56 -20.52
MainStay Cushing® Energy Income C CURCX 2.74 -7.79 3.28 -0.48 -30.16 -21.16
MainStay Cushing® Energy Income Investor CURNX 2.88 -7.19 3.61 0.29 -29.62 ---
MainStay Cushing® Energy Income I CURZX 2.84 -6.85 3.65 0.60 -29.35 -20.30
Miller/Howard Drill Bit to Burner Tp®Adv DBBDX 1.55 -4.28 0.90 -0.06 --- ---
Miller/Howard Drill Bit to Burner Tp® I DBBEX 1.54 -4.11 0.99 0.18 --- ---
Oppenheimer SteelPath Panoramic A EESAX 3.85 -14.22 2.43 -8.14 --- ---
Oppenheimer SteelPath Panoramic C EESCX 3.79 -14.77 2.24 -8.76 --- ---
Oppenheimer SteelPath Panoramic I EESIX 3.93 -13.90 2.62 -7.64 --- ---
Oppenheimer SteelPath Panoramic R EESRX 3.86 -14.41 2.33 -8.33 --- ---
Oppenheimer SteelPath Panoramic Y EESYX 3.94 -14.01 2.52 -7.84 --- ---
Fidelity Advisor® Energy M FAGNX 4.36 -12.22 5.21 -5.72 -5.02 -0.98
Fidelity Advisor® Energy A FANAX 4.35 -12.03 5.25 -5.47 -4.78 -0.74
Fidelity Advisor® Energy I FANIX 4.41 -11.83 5.33 -5.19 -4.51 -0.47
Fidelity® Select Natural Resources Port FNARX 3.71 -9.48 5.17 -4.24 -5.06 -1.87
Fidelity Advisor® Energy C FNRCX 4.32 -12.52 5.07 -6.15 -5.46 -1.47
Fidelity® Select Energy FSENX 4.39 -11.79 5.35 -5.10 -4.44 -0.43
Fidelity® Select Energy Service Port FSESX 0.51 -18.12 0.91 -5.08 -11.87 -5.14
Fidelity® Select Natural Gas FSNGX 2.26 -18.81 2.31 -9.95 -11.74 -4.62
Invesco Energy Inv FSTEX 2.93 -14.52 5.38 -8.48 -12.63 -6.01
Guinness Atkinson Global Energy GAGEX 4.25 -7.21 8.54 1.22 -8.98 -3.85
ICON Energy A ICEAX 3.83 -9.44 4.90 -1.42 -8.38 -3.40
ICON Energy C ICEEX 3.82 -9.96 4.75 -2.16 -9.06 -4.14
ICON Energy S ICENX 3.89 -9.25 4.95 -1.17 -8.13 -3.13
Williston Basin/Mid-North America Stk A ICPAX 3.09 -15.68 1.01 -9.26 -6.95 -0.10
Williston Basin/Mid-North America Stk C ICPUX 2.91 -15.96 0.81 -9.67 -7.44 ---
Williston Basin/Mid-North America Stk I ICWIX 3.09 -15.37 1.01 -8.84 --- ---
Invesco Energy C IEFCX 2.83 -15.03 5.22 -9.15 -13.28 -6.71
Invesco Energy A IENAX 2.92 -14.53 5.40 -8.48 -12.63 -6.01
Invesco Energy B IENBX 2.85 -15.04 5.17 -9.15 -13.29 -6.71
Invesco Energy R5 IENIX 2.96 -14.23 5.51 -8.05 -12.25 -5.63
Ivy Energy N IENRX 3.45 -21.39 1.83 -15.78 -8.97 ---
Invesco Energy R6 IENSX 2.96 --- 5.55 --- --- ---
Invesco Energy Y IENYX 2.95 -14.38 5.47 -8.24 -12.41 -5.77
Ivy Energy A IEYAX 3.42 -21.69 1.63 -16.18 -9.47 -1.99
Ivy Energy B IEYBX 3.25 -22.32 1.30 -16.99 -10.28 -2.83
Ivy Energy C IEYCX 3.28 -22.13 1.47 -16.76 -10.07 -2.60
Ivy Energy Y IEYYX 3.37 -21.67 1.61 -16.17 -9.38 -1.85
Ivy Energy I IVEIX 3.47 -21.47 1.75 -15.91 -9.13 -1.59
Ivy Energy R IYEFX 3.36 -21.92 1.56 -16.44 -9.68 ---
BlackRock Natural Resources Instl MAGRX 3.94 1.16 9.94 8.24 -3.74 -1.37
BlackRock Natural Resources Inv B MBGRX 3.81 -0.15 9.55 6.46 -4.98 -2.56
BlackRock Natural Resources Inv C MCGRX 3.85 0.31 9.65 7.12 -4.75 -2.41
BlackRock Natural Resources Inv A MDGRX 3.95 0.96 9.85 7.96 -3.99 -1.64
Integrity Energized Dividend A NRGDX 3.56 7.18 11.18 19.51 --- ---
Integrity Energized Dividend C NRGUX 3.52 6.60 10.95 18.68 --- ---
Integrity Energized Dividend I NRIGX 3.54 7.39 11.26 19.82 --- ---
ProFunds Oil Equipment Svc & Dist Inv OEPIX -1.06 -25.77 -2.18 -16.51 -20.66 -9.62
ProFunds Oil Equipment Svc & Dist Svc OEPSX -1.09 -26.26 -2.34 -17.25 -21.43 -10.49
Rydex Energy H RYEAX 3.66 -13.68 4.56 -6.41 -11.12 -5.57
Rydex Energy C RYECX 3.60 -14.17 4.36 -7.08 -11.72 -6.14
Rydex Energy Inv RYEIX 3.69 -13.48 4.63 -6.18 -10.83 -5.19
Rydex Energy A RYENX 3.66 -13.66 4.56 -6.40 -11.01 -5.41
Rydex Energy Services A RYESX 1.77 -25.64 -0.52 -14.77 -19.52 -12.10
Rydex Energy Services H RYVAX 1.83 -25.71 -0.50 -14.84 -19.64 -12.27
Rydex Energy Services C RYVCX 1.74 -26.07 -0.67 -15.39 -20.13 -12.75
Rydex Energy Services Inv RYVIX 1.83 -25.49 -0.42 -14.61 -19.33 -11.88
BlackRock Energy & Resources Instl SGLSX 4.24 -13.30 5.78 -7.74 -15.33 -10.16
BlackRock Energy & Resources Inv C SSGDX 4.12 -14.03 5.48 -8.73 -16.21 -11.09
BlackRock Energy & Resources Inv B SSGPX 4.17 -13.98 5.52 -8.66 -16.20 -11.09
BlackRock Energy & Resources Inv A SSGRX 4.16 -13.57 5.63 -8.09 -15.60 -10.43
Tortoise Select Opportunity C TOPCX 3.63 -13.52 2.51 -9.12 -6.82 ---
Tortoise Select Opportunity Instl TOPIX 3.65 -12.86 2.80 -8.23 -5.91 ---
Tortoise Select Opportunity Investor TOPTX 3.66 -13.06 2.69 -8.41 -6.16 ---
Vanguard Energy Index Admiral VENAX 3.74 -8.68 5.65 -0.23 -4.77 -0.40
Vanguard Energy Adm VGELX 3.40 -2.92 6.57 3.17 -2.38 -0.24
Vanguard Energy Inv VGENX 3.40 -2.99 6.55 3.09 -2.45 -0.31