Natural Resources: Total Returns

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Data through 3/18/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Natural Resources 1.21 12.44 11.48 -6.79 7.69 -1.17
AllianzGI Global Natural Resources P APGPX 1.34 13.29 12.81 -2.85 2.04 -4.95
AllianzGI Global Natural Resources A ARMAX 1.36 13.24 12.75 -3.04 1.80 -5.18
AllianzGI Global Natural Resources C ARMCX 1.29 13.08 12.51 -3.83 1.03 -5.89
AllianzGI Global Water A AWTAX 4.06 14.30 14.17 1.33 7.39 4.61
AllianzGI Global Water C AWTCX 4.03 14.15 13.99 0.64 6.62 3.83
AllianzGI Global Water Institutional AWTIX 4.14 14.42 14.31 1.68 7.71 4.92
AllianzGI Global Water P AWTPX 4.14 14.38 14.25 1.64 7.69 4.90
Columbia Global Energy & Natrl Res Adv CENRX 1.98 14.98 14.27 -3.16 6.87 -1.75
Columbia Global Energy & Natrl Res R CETRX 1.94 14.82 14.09 -3.64 6.33 -2.24
Calvert Global Water A CFWAX 1.44 12.96 13.22 -1.18 8.33 1.68
Calvert Global Water C CFWCX 1.39 12.76 13.00 -1.91 7.54 0.94
Calvert Global Water I CFWIX 1.43 13.01 13.27 -0.89 8.70 2.12
Columbia Global Energy & Natrl Res Inst3 CGEYX 1.97 15.00 14.35 -2.95 --- ---
Columbia Global Energy & Natrl Res Inst2 CNRRX 2.02 15.03 14.33 -3.01 7.03 -1.59
MainStay Cushing® Renaissance Advtg A CRZAX -0.22 16.39 14.17 -13.04 3.61 -3.63
MainStay Cushing® Renaissance Advtg C CRZCX -0.29 16.08 13.91 -13.82 2.70 -4.46
MainStay Cushing® Renaissance Advtg Inv CRZNX -0.22 16.33 14.18 -13.14 3.49 ---
MainStay Cushing® Renaissance Advtg I CRZZX -0.22 16.40 14.29 -12.83 3.88 -3.37
Dreyfus Natural Resources C DLDCX 0.34 10.34 8.57 -9.04 6.06 -1.50
Dreyfus Natural Resources I DLDRX 0.41 10.57 8.82 -8.17 7.11 -0.52
Dreyfus Natural Resources Y DLDYX 0.41 10.57 8.85 -8.06 7.22 ---
Dreyfus Natural Resources A DNLAX 0.38 10.51 8.75 -8.40 6.80 -0.79
Putnam Global Natural Resources A EBERX 1.97 12.17 12.05 -2.11 1.90 -6.59
Columbia Global Energy & Natrl Res A EENAX 1.92 14.85 14.12 -3.41 6.58 -2.00
Columbia Global Energy & Natrl Res C EENCX 1.86 14.70 13.93 -4.12 5.81 -2.73
Russell 2000/Materials Processing PR USD F00000J3TM -1.07 18.85 16.75 -13.34 10.44 2.65
Russell 2000 Materials Processing TR USD F00000J3TN -0.94 19.15 17.07 -12.47 11.47 3.64
Russell Midcap Matls Processing TR USD F00000J3U9 0.62 14.58 13.43 -6.11 9.51 5.96
Russell Midcap Matls Processing PR USD F00000J3UC 0.38 14.11 12.87 -7.78 7.69 4.20
Russell 1000 Value Materi & Pro PR USD F00000O049 1.18 9.99 10.12 -9.63 8.63 4.41
Russell 1000 Value Materi & Pro TR USD F00000O04I 1.57 10.50 10.75 -7.72 11.05 6.74
Russell 1000 Growth Materi & Pro PR USD F00000O04R 2.17 15.44 15.37 0.44 8.16 4.20
Russell 1000 Growth Materi & Pro TR USD F00000O050 2.50 15.93 15.91 2.29 10.06 6.05
Russell 2000 Growth Materi & Pro PR USD F00000O059 -0.22 18.69 17.85 -12.56 10.25 3.38
Russell 2000 Growth Materi & Pro TR USD F00000O05I -0.11 18.93 18.15 -11.74 11.13 4.18
Russell 2000 Value Materi & Pro PR USD F00000O05R -2.31 18.91 15.11 -14.47 10.78 1.60
Russell 2000 Value Materi & Pro TR USD F00000O060 -2.14 19.29 15.49 -13.53 12.06 2.89
Russell Top 200 Materi&Pro PR USD F00000O5XP 2.85 9.25 10.73 -4.27 7.32 3.30
Russell 1000 Materi&Pro PR USD F00000O5XQ 1.52 11.79 11.87 -6.25 7.53 3.75
Russell Top 200 Value Materi&Pro PR USD F00000O5XR 3.06 8.08 10.12 -9.51 6.66 4.28
Russell Top 200 Growth Materi&Pro PR USD F00000O5XS 2.41 11.76 11.99 5.95 10.31 4.35
Russell Midcap Growth Materi&Pro PR USD F00000O5XT 1.98 18.55 18.21 -3.45 6.54 4.75
Russell Midcap Value Materi&Pro PR USD F00000O5XU -0.49 11.79 10.11 -9.89 9.53 4.28
Russell 1000 Materi&Pro TR USD F00000O5Z4 1.89 12.30 12.46 -4.35 9.65 5.80
Russell Top 200 Materi&Pro TR USD F00000O5Z5 3.37 9.81 11.37 -2.08 9.81 5.69
Russell Top 200 Growth Materi&Pro TR USD F00000O5Z6 2.88 12.30 12.54 8.04 12.49 6.44
Russell Top 200 Value Materi&Pro TR USD F00000O5Z7 3.61 8.65 10.81 -7.26 9.79 7.33
Russell Midcap Growth Materi&Pro TR USD F00000O5Z8 2.20 19.01 18.75 -1.79 8.14 6.33
Russell Midcap Value Materi&Pro TR USD F00000O5Z9 -0.23 12.26 10.69 -8.22 11.54 6.19
Russell 3000 Materials&Processing TR USD F00000Q7CQ 1.52 13.16 13.06 -5.53 9.87 5.54
Russell 1000 EW Matls&Processing PR USD F00000V9ZU 0.57 15.63 15.12 -5.22 9.88 5.07
Russell 1000 EW Matls&Processing TR USD F00000VA00 0.85 16.11 15.68 -3.56 11.72 6.84
Russell 1000 EW Matls&Processing NR USD F00000VA06 0.77 15.97 15.52 -4.04 11.17 6.32
Russell 2500 Growth Materi & Pro TR USD F00000WGQQ 1.83 20.72 20.23 -7.42 10.74 6.51
Russell 2500 Value Materi & Pro TR USD F00000WGQZ -1.23 14.94 13.29 -9.02 12.59 4.73
Russell 2500 Materi & Pro TR USD F00000WGR8 0.13 17.48 16.32 -8.50 11.45 5.68
Russell 3000 Growth Materi & Pro TR USD F00000WGRH 1.97 16.53 16.36 -1.07 9.77 5.56
Russell 3000 Value Materi & Pro TR USD F00000WGRQ 1.25 11.24 11.17 -8.13 11.27 6.35
Morningstar Gbl Bas Mat Moat Foc NR USD F00000YH1H 1.51 13.02 12.97 -5.41 9.88 2.20
Morningstar Gbl Bas Mat Moat Foc GR USD F00000YH1I 1.55 13.08 13.06 -4.91 10.36 2.67
Morningstar Gbl Bas Mat Moat Foc PR USD F00000YH1K 1.42 12.68 12.54 -7.46 7.90 0.30
Morningstar Asia Pac Bas Mat NR USD F00000YKNI 0.96 7.99 7.59 -8.88 13.05 4.52
Morningstar Asia Pac Bas Mat GR USD F00000YKNJ 0.97 8.00 7.65 -8.50 13.46 4.93
Morningstar Asia Pac Bas Mat PR USD F00000YKNK 0.49 7.48 6.86 -11.45 10.36 2.11
Morningstar DM Europe Bas Mat GR USD F00000YKUT 3.72 15.59 16.81 -5.89 14.28 3.09
Morningstar DM Europe Bas Mat NR USD F00000YKUU 3.69 15.55 16.77 -6.34 13.74 2.61
Morningstar DM Europe Bas Mat PR USD F00000YKUW 3.06 14.82 15.98 -9.00 10.99 0.16
Morningstar DM Bas Mat NR USD F00000YL12 1.73 12.11 12.39 -6.78 11.14 2.79
Morningstar DM Bas Mat PR USD F00000YL15 1.26 11.57 11.77 -8.81 9.01 0.80
Morningstar DM Bas Mat GR USD F00000YL7G 1.78 12.18 12.48 -6.34 11.67 3.29
Morningstar EM Bas Mat GR USD F00000YL7O 3.74 7.67 8.11 -6.65 13.39 2.97
Morningstar EM Bas Mat NR USD F00000YL7P 3.73 7.65 8.02 -7.13 12.91 2.56
Morningstar EM Bas Mat PR USD F00000YL7U 3.51 7.36 7.42 -10.21 9.88 -0.18
Morningstar Gbl Bas Mat NR USD F00000YLE4 2.07 11.30 11.59 -6.84 11.44 2.77
Morningstar Gbl Bas Mat GR USD F00000YLE5 2.12 11.36 11.68 -6.39 11.96 3.26
Morningstar Gbl Bas Mat PR USD F00000YLE7 1.65 10.80 10.97 -9.05 9.16 0.66
Morningstar US Bas Mat & En Mt Fc TR USD F00000YPGA 0.74 14.65 14.49 0.06 10.36 2.86
Morningstar US Bas Mat & En Mt Fc PR USD F00000YPGC 0.56 14.05 13.80 -2.01 7.97 0.62
Morningstar US Bas Mat & En Mt Fc NR USD F00000YPGF 0.69 14.47 14.28 -0.57 9.64 2.18
Morningstar DM Bas Mat & Energy GR USD F00000YSF6 1.93 14.34 13.50 -1.72 9.03 0.14
Morningstar DM Bas Mat & Energy NR USD F00000YSFD 1.89 14.20 13.35 -2.34 8.36 -0.49
Morningstar DM Bas Mat & Energy PR USD F00000YSFK 1.59 13.54 12.63 -4.79 5.82 -2.83
Morningstar DM Bas Mat Moat Foc GR USD F00000YSFR 1.92 13.30 14.16 -4.94 8.93 3.63
Morningstar DM Bas Mat Moat Foc NR USD F00000YSFY 1.88 13.24 14.06 -5.42 8.44 3.11
Morningstar DM Bas Mat Moat Foc PR USD F00000YSG5 1.77 12.86 13.56 -7.29 6.54 1.26
Morningstar US Bas Mat & Energy NR USD F00000YSPV 1.33 14.92 12.77 -3.10 4.62 -1.69
Morningstar US Bas Mat & Energy PR USD F00000YSQ0 1.16 14.37 12.20 -4.83 2.83 -3.39
Morningstar US Bas Mat & Energy TR USD F00000YSQ9 1.40 15.16 13.01 -2.35 5.39 -0.96
Morningstar DM Bas Mat & Egy Mt F GR USD F00000YU7W 1.52 14.72 14.57 3.54 11.61 -0.27
Morningstar DM Bas Mat & Egy Mt F NR USD F00000YU81 1.49 14.63 14.44 2.96 10.95 -0.87
Morningstar DM Bas Mat & Egy Mt F PR USD F00000YU8A 1.42 14.16 13.86 0.79 8.86 -2.77
Morningstar Gbl Bas Mat & En Mt F GR USD F00000YUB1 1.57 14.62 14.17 0.89 12.12 -0.22
Morningstar Gbl Bas Mat & En Mt F NR USD F00000YUBA 1.51 14.52 14.03 0.25 11.48 -0.79
Morningstar Gbl Bas Mat & En Mt F PR USD F00000YUBF 1.32 14.00 13.41 -2.24 9.21 -2.83
Morningstar Gbl Bas Mat & En GR USD F00000YUD1 2.28 13.74 13.03 -1.29 10.11 0.78
Morningstar Gbl Bas Mat & En NR USD F00000YUD4 2.24 13.63 12.89 -1.89 9.47 0.18
Morningstar Gbl Bas Mat & En PR USD F00000YUDE 1.95 13.02 12.16 -4.49 6.80 -2.26
Morningstar US Basic Materials NR USD F000010SBO 1.61 11.51 11.81 -7.75 8.24 4.01
Fidelity Advisor® Global Commodity Stk C FCGCX 1.47 11.77 10.87 -2.91 9.69 -1.34
Fidelity Advisor® Global Commodity Stk A FFGAX 1.54 11.86 10.97 -2.20 10.46 -0.61
Fidelity® Global Commodity Stock FFGCX 1.54 11.88 11.08 -2.00 10.71 -0.39
Fidelity Advisor® Global Commodity Stk I FFGIX 1.54 11.97 11.08 -1.90 10.88 -0.28
Fidelity Advisor® Global Commodity Stk M FFGTX 1.54 11.86 10.97 -2.45 10.16 -0.89
Fidelity Advisor® Materials Z FIJFX 0.22 12.06 13.38 --- --- ---
Fidelity Advisor® Global Commodity Stk Z FIQRX 1.54 11.99 11.09 --- --- ---
Fidelity Advisor® Materials A FMFAX 0.17 11.96 13.26 -13.10 6.29 1.08
Fidelity Advisor® Materials C FMFCX 0.12 11.78 13.04 -13.74 5.49 0.33
Fidelity Advisor® Materials I FMFEX 0.20 12.02 13.34 -12.85 6.59 1.37
Fidelity Advisor® Materials M FMFTX 0.15 11.88 13.16 -13.35 5.97 0.77
Franklin Natural Resources C FNCRX 0.35 16.72 14.03 -8.36 1.98 -8.22
Franklin Natural Resources R6 FNCSX 0.48 17.01 14.40 -7.27 3.27 -7.05
Franklin Natural Resources Adv FNRAX 0.44 16.91 14.30 -7.44 3.01 -7.29
Franklin Natural Resources A FRNRX 0.43 16.87 14.25 -7.68 2.74 -7.54
Fidelity® Select Chemicals FSCHX -0.15 10.89 12.83 -12.09 9.93 5.21
Fidelity® Select Materials FSDPX 0.20 12.03 13.34 -12.86 6.57 1.35
VanEck Global Hard Assets A GHAAX 0.07 12.00 10.97 -17.37 -0.91 -9.97
VanEck Global Hard Assets C GHACX 0.00 11.76 10.75 -18.05 -1.70 -10.68
VanEck Global Hard Assets I GHAIX 0.10 12.10 11.10 -17.03 -0.50 -9.61
VanEck Global Hard Assets Y GHAYX 0.07 12.03 11.02 -17.19 -0.68 -9.75
GMO Resources III GOFIX 2.25 12.71 12.15 1.55 18.98 5.08
GMO Resources IV GOVIX 2.30 12.75 12.19 1.63 19.04 5.12
GMO Resources Series R6 GREDX 2.16 --- --- --- --- ---
GMO Resources Series PS GREPX 2.16 12.51 11.90 0.79 --- ---
Goehring & Rozencwajg Resources Retail GRHAX -0.13 15.96 14.00 -12.75 --- ---
Goehring & Rozencwajg Resources Instl GRHIX 0.00 16.03 14.10 -12.44 --- ---
ICON Natural Resources A ICBAX 0.50 12.14 11.81 -8.22 8.29 1.72
ICON Natural Resources C ICBCX 0.43 11.90 11.58 -8.92 7.47 0.93
ICON Natural Resources S ICBMX 0.58 12.22 11.94 -7.97 8.54 1.99
Ivy Natural Resources A IGNAX -1.55 11.72 10.51 -10.46 1.54 -6.53
Ivy Natural Resources B IGNBX -1.60 11.39 10.17 -11.67 0.30 -7.56
Ivy Natural Resources C IGNCX -1.60 11.62 10.39 -10.89 0.92 -7.10
Ivy Natural Resources E IGNEX -1.51 11.83 10.65 -10.16 1.95 -6.16
Ivy Natural Resources I IGNIX -1.41 11.86 10.71 -9.98 2.08 -6.05
Ivy Natural Resources R IGNRX -1.50 11.70 10.58 -10.47 1.49 -6.59
Ivy Natural Resources Y IGNYX -1.51 11.76 10.58 -10.22 1.82 -6.28
Oak Ridge Global Resources & Infras A INNAX 1.51 12.39 11.19 -7.06 9.31 1.11
Oak Ridge Global Resources & Infras I INNNX 1.50 12.43 11.23 -6.81 9.59 1.36
Ivy Natural Resources N INRSX -1.41 11.89 10.74 -9.82 2.24 ---
PGIM Jennison Natural Resources R JNRRX 0.54 16.00 13.87 -13.16 2.45 -8.65
BlackRock Natural Resources Instl MAGRX 2.36 13.21 12.81 -1.80 6.26 -3.69
Morningstar US Basic Materials PR USD MBMS 1.34 11.16 11.39 -9.01 6.78 2.57
Morningstar US Basic Materials TR USD MBMST 1.73 11.65 11.98 -7.22 8.86 4.63
BlackRock Natural Resources Inv C MCGRX 2.22 12.91 12.48 -2.84 5.14 -4.70
BlackRock Natural Resources Inv A MDGRX 2.34 13.15 12.72 -2.07 5.97 -3.95
MassMutual Select TRP Real Asset I MMRFX 0.87 12.72 10.81 3.12 --- ---
Morningstar Canada Nat Res GR USD MSEGCNRG 2.00 16.55 15.70 1.82 3.28 -6.27
Morningstar Canada Nat Res NR USD MSEGCNRN 1.94 16.40 15.47 1.03 2.58 -6.95
Morningstar Canada Nat Res PR USD MSEGCNRP 1.77 15.95 14.79 -1.31 0.50 -8.95
Morningstar Gbl Upstm Nat Res PR USD MUNR 2.12 11.85 11.00 0.34 9.39 -0.63
Morningstar Gbl Upstm Nat Res NR USD MUNRT 2.61 12.68 11.97 3.69 12.62 2.42
Putnam Global Natural Resources C PGLCX 1.93 12.00 11.80 -2.84 1.14 -7.29
Putnam Global Natural Resources M PGLMX 1.97 12.09 11.89 -2.54 1.40 -7.04
PGIM Jennison Natural Resources A PGNAX 0.59 16.06 13.93 -12.92 2.68 -8.45
Putnam Global Natural Resources R PGNRX 1.96 12.14 11.99 -2.36 1.67 -6.81
Putnam Global Natural Resources Y PGRYX 2.02 12.32 12.18 -1.82 2.17 -6.34
US Global Investors Global Res Instl PIPFX -0.65 4.76 6.13 -21.17 0.96 -10.66
PGIM Jennison Natural Resources R6 PJNQX 0.63 16.20 14.08 -12.50 3.17 -8.02
Putnam Global Natural Resources B PNRBX 1.97 12.09 11.82 -2.81 1.16 -7.27
PGIM Jennison Natural Resources C PNRCX 0.51 15.89 13.74 -13.51 1.99 -9.08
PGIM Jennison Natural Resources Z PNRZX 0.60 16.14 14.05 -12.61 3.02 -8.16
PGIM Jennison Natural Resources B PRGNX 0.51 15.83 13.69 -13.71 1.86 -9.15
T. Rowe Price New Era PRNEX 1.10 12.89 12.26 -1.55 5.98 -0.88
US Global Investors Global Res PSPFX -0.65 4.59 5.98 -21.52 0.02 -11.43
AllianzGI Global Natural Resources Instl RGLIX 1.39 13.31 12.85 -2.69 2.14 -4.85
Victory Global Natural Resources C RGNCX 0.00 11.87 8.33 -36.16 -8.92 -16.04
Victory Global Natural Resources R RSNKX 0.07 11.99 8.51 -35.90 -8.49 -15.66
Victory Global Natural Resources A RSNRX 0.07 12.05 8.59 -35.67 -8.19 -15.37
Victory Global Natural Resources Y RSNYX 0.13 12.11 8.62 -35.46 -7.88 -15.10
Rydex Basic Materials H RYBAX 1.04 12.14 11.83 -5.71 9.39 2.74
Rydex Basic Materials C RYBCX 0.97 11.95 11.61 -6.46 8.56 2.03
Rydex Basic Materials Inv RYBIX 1.06 12.21 11.89 -5.50 9.65 3.06
Rydex Basic Materials A RYBMX 1.04 12.16 11.84 -5.74 9.38 2.80
Saratoga Energy & Basic Materials A SBMBX 1.37 13.42 11.81 -5.51 5.59 -6.21
Saratoga Energy & Basic Materials C SEPCX 1.34 14.95 13.36 -4.65 5.46 -6.49
Saratoga Energy & Basic Materials I SEPIX 1.41 13.49 11.92 -5.12 6.00 -5.83
T. Rowe Price New Era I TRNEX 1.13 12.97 12.29 -1.39 6.11 ---
Columbia Global Energy & Natrl Res Inst UMESX 1.96 15.00 14.28 -3.16 6.86 -1.75
Vanguard Materials Index Admiral VMIAX 1.59 11.84 12.00 -6.17 9.77 5.06
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