Natural Resources: Total Returns

Data through 3/21/2019. 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 0.59 13.26 16.50 -6.18 8.03 -0.92
AllianzGI Global Natural Resources P APGPX 2.54 14.39 17.53 -3.37 2.41 -4.60
AllianzGI Global Natural Resources A ARMAX 2.50 14.27 17.46 -3.63 2.16 -4.84
AllianzGI Global Natural Resources C ARMCX 2.44 14.19 17.28 -4.33 1.41 -5.55
AllianzGI Global Water A AWTAX 3.47 15.13 17.44 2.80 7.76 5.05
AllianzGI Global Water C AWTCX 3.41 14.94 17.26 2.03 6.95 4.27
AllianzGI Global Water Institutional AWTIX 3.53 15.27 17.62 3.11 8.09 5.37
AllianzGI Global Water P AWTPX 3.54 15.22 17.53 3.04 8.06 5.34
Columbia Global Energy & Natrl Res Adv CENRX 2.07 15.84 19.46 -3.42 7.31 -1.53
Columbia Global Energy & Natrl Res R CETRX 1.98 15.65 19.25 -3.95 6.74 -2.04
Calvert Global Water A CFWAX 0.61 13.14 16.05 -0.49 8.41 1.83
Calvert Global Water C CFWCX 0.50 12.95 15.82 -1.22 7.62 1.10
Calvert Global Water I CFWIX 0.61 13.24 16.14 -0.15 8.80 2.29
Columbia Global Energy & Natrl Res Inst3 CGEYX 2.02 15.83 19.40 -3.27 --- ---
Columbia Global Energy & Natrl Res Inst2 CNRRX 2.06 15.90 19.50 -3.32 7.45 -1.38
MainStay Cushing® Renaissance Advtg A CRZAX 1.58 17.63 21.40 -11.90 4.36 -3.43
MainStay Cushing® Renaissance Advtg C CRZCX 1.48 17.31 21.10 -12.69 3.43 -4.26
MainStay Cushing® Renaissance Advtg Inv CRZNX 1.59 17.51 21.30 -12.05 4.19 ---
MainStay Cushing® Renaissance Advtg I CRZZX 1.61 17.62 21.42 -11.71 4.60 -3.18
Dreyfus Natural Resources C DLDCX 0.26 11.30 14.30 -9.17 6.59 -1.27
Dreyfus Natural Resources I DLDRX 0.34 11.54 14.55 -8.31 7.65 -0.29
Dreyfus Natural Resources Y DLDYX 0.34 11.54 14.59 -8.20 7.76 ---
Dreyfus Natural Resources A DNLAX 0.31 11.47 14.47 -8.55 7.35 -0.56
Putnam Global Natural Resources A EBERX 2.17 12.74 16.28 -2.28 2.26 -6.40
Columbia Global Energy & Natrl Res A EENAX 2.02 15.74 19.32 -3.67 7.03 -1.79
Columbia Global Energy & Natrl Res C EENCX 2.02 15.58 19.11 -4.40 6.24 -2.52
Russell 2000/Materials Processing PR USD F00000J3TM -3.44 18.81 23.20 -12.86 10.57 2.81
Russell 2000 Materials Processing TR USD F00000J3TN -3.30 19.12 23.55 -11.98 11.61 3.81
Russell Midcap Matls Processing TR USD F00000J3U9 -0.42 15.29 19.47 -4.75 9.63 6.18
Russell Midcap Matls Processing PR USD F00000J3UC -0.59 14.82 18.88 -6.45 7.81 4.42
Russell 1000 Value Materi & Pro PR USD F00000O049 -0.12 10.76 15.02 -8.60 8.93 4.43
Russell 1000 Value Materi & Pro TR USD F00000O04I 0.20 11.28 15.68 -6.66 11.35 6.75
Russell 1000 Growth Materi & Pro PR USD F00000O04R 2.03 16.38 20.66 2.07 8.47 4.50
Russell 1000 Growth Materi & Pro TR USD F00000O050 2.33 16.88 21.22 3.93 10.37 6.36
Russell 2000 Growth Materi & Pro PR USD F00000O059 -2.66 18.37 23.59 -12.61 10.28 3.57
Russell 2000 Growth Materi & Pro TR USD F00000O05I -2.53 18.63 23.90 -11.78 11.17 4.38
Russell 2000 Value Materi & Pro PR USD F00000O05R -4.56 19.28 22.55 -13.24 11.08 1.69
Russell 2000 Value Materi & Pro TR USD F00000O060 -4.41 19.67 22.95 -12.28 12.37 2.99
Russell Top 200 Materi&Pro PR USD F00000O5XP 2.01 10.21 14.69 -3.01 7.82 3.48
Russell 1000 Materi&Pro PR USD F00000O5XQ 0.61 12.62 16.89 -4.95 7.82 3.94
Russell Top 200 Value Materi&Pro PR USD F00000O5XR 2.23 9.19 14.14 -8.11 7.14 4.28
Russell Top 200 Growth Materi&Pro PR USD F00000O5XS 1.55 12.39 15.87 6.98 10.75 4.55
Russell Midcap Growth Materi&Pro PR USD F00000O5XT 2.41 19.76 24.76 -1.24 6.68 5.16
Russell Midcap Value Materi&Pro PR USD F00000O5XU -2.19 12.24 15.85 -9.16 9.68 4.30
Russell 1000 Materi&Pro TR USD F00000O5Z4 0.92 13.14 17.52 -3.03 9.95 6.00
Russell Top 200 Materi&Pro TR USD F00000O5Z5 2.49 10.78 15.36 -0.82 10.33 5.87
Russell Top 200 Growth Materi&Pro TR USD F00000O5Z6 2.01 12.94 16.43 9.04 12.93 6.65
Russell Top 200 Value Materi&Pro TR USD F00000O5Z7 2.73 9.77 14.85 -5.83 10.29 7.33
Russell Midcap Growth Materi&Pro TR USD F00000O5Z8 2.59 20.23 25.32 0.47 8.29 6.74
Russell Midcap Value Materi&Pro TR USD F00000O5Z9 -2.02 12.71 16.45 -7.47 11.70 6.22
Russell 3000 Materials&Processing TR USD F00000Q7CQ 0.37 13.89 18.28 -4.33 10.15 5.73
Russell 1000 EW Matls&Processing PR USD F00000V9ZU -2.18 14.59 17.35 -4.54 9.55 5.01
Russell 1000 EW Matls&Processing TR USD F00000VA00 -1.95 15.06 17.92 -2.87 11.38 6.78
Russell 1000 EW Matls&Processing NR USD F00000VA06 -2.02 14.92 17.75 -3.35 10.84 6.25
Russell 2500 Growth Materi & Pro TR USD F00000WGQQ 0.37 21.16 26.52 -6.44 10.51 6.83
Russell 2500 Value Materi & Pro TR USD F00000WGQZ -3.04 14.99 18.70 -8.20 12.61 4.66
Russell 2500 Materi & Pro TR USD F00000WGR8 -1.53 17.70 22.11 -7.63 11.32 5.82
Russell 3000 Growth Materi & Pro TR USD F00000WGRH 1.32 17.23 21.75 0.22 10.02 5.83
Russell 3000 Value Materi & Pro TR USD F00000WGRQ -0.20 11.99 16.30 -7.02 11.57 6.38
Morningstar Gbl Bas Mat Moat Foc NR USD F00000YH1H 0.93 13.45 15.95 -4.40 9.90 2.26
Morningstar Gbl Bas Mat Moat Foc GR USD F00000YH1I 0.96 13.50 16.04 -3.90 10.38 2.73
Morningstar Gbl Bas Mat Moat Foc PR USD F00000YH1K 0.86 13.10 15.51 -6.48 7.96 0.36
Morningstar Asia Pac Bas Mat NR USD F00000YKNI 0.35 8.72 10.65 -7.08 13.38 5.04
Morningstar Asia Pac Bas Mat GR USD F00000YKNJ 0.36 8.73 10.71 -6.69 13.79 5.45
Morningstar Asia Pac Bas Mat PR USD F00000YKNK -0.11 8.21 9.90 -9.65 10.68 2.62
Morningstar DM Europe Bas Mat GR USD F00000YKUT 2.86 15.66 16.45 -5.62 14.50 3.26
Morningstar DM Europe Bas Mat NR USD F00000YKUU 2.82 15.62 16.40 -6.08 13.95 2.78
Morningstar DM Europe Bas Mat PR USD F00000YKUW 2.19 14.87 15.60 -8.75 11.22 0.34
Morningstar DM Bas Mat NR USD F00000YL12 1.01 12.83 15.54 -5.67 11.51 3.15
Morningstar DM Bas Mat PR USD F00000YL15 0.55 12.27 14.89 -7.72 9.38 1.17
Morningstar DM Bas Mat GR USD F00000YL7G 1.06 12.90 15.63 -5.22 12.04 3.66
Morningstar EM Bas Mat GR USD F00000YL7O 1.76 8.19 8.92 -5.91 13.58 3.03
Morningstar EM Bas Mat NR USD F00000YL7P 1.74 8.16 8.83 -6.39 13.10 2.63
Morningstar EM Bas Mat PR USD F00000YL7U 1.53 7.87 8.26 -9.41 10.06 -0.11
Morningstar Gbl Bas Mat NR USD F00000YLE4 1.14 11.98 14.29 -5.80 11.78 3.09
Morningstar Gbl Bas Mat GR USD F00000YLE5 1.19 12.04 14.39 -5.34 12.30 3.58
Morningstar Gbl Bas Mat PR USD F00000YLE7 0.72 11.47 13.66 -8.01 9.50 0.97
Morningstar US Bas Mat & En Mt Fc TR USD F00000YPGA 3.05 16.14 20.11 1.19 10.73 3.10
Morningstar US Bas Mat & En Mt Fc PR USD F00000YPGC 2.93 15.54 19.38 -0.90 8.32 0.85
Morningstar US Bas Mat & En Mt Fc NR USD F00000YPGF 3.01 15.96 19.89 0.56 10.00 2.42
Morningstar DM Bas Mat & Energy GR USD F00000YSF6 2.14 15.22 17.85 -1.37 9.51 0.42
Morningstar DM Bas Mat & Energy NR USD F00000YSFD 2.08 15.08 17.68 -1.99 8.84 -0.21
Morningstar DM Bas Mat & Energy PR USD F00000YSFK 1.76 14.37 16.89 -4.45 6.28 -2.56
Morningstar DM Bas Mat Moat Foc GR USD F00000YSFR 1.36 13.56 16.63 -4.40 8.97 3.69
Morningstar DM Bas Mat Moat Foc NR USD F00000YSFY 1.33 13.50 16.52 -4.88 8.48 3.17
Morningstar DM Bas Mat Moat Foc PR USD F00000YSG5 1.25 13.12 16.02 -6.76 6.62 1.32
Morningstar US Bas Mat & Energy NR USD F00000YSPV 2.39 16.27 19.59 -2.91 5.15 -1.44
Morningstar US Bas Mat & Energy PR USD F00000YSQ0 2.24 15.72 18.99 -4.64 3.35 -3.14
Morningstar US Bas Mat & Energy TR USD F00000YSQ9 2.45 16.51 19.85 -2.16 5.93 -0.71
Morningstar DM Bas Mat & Egy Mt F GR USD F00000YU7W 2.41 15.39 18.29 4.12 11.80 -0.21
Morningstar DM Bas Mat & Egy Mt F NR USD F00000YU81 2.39 15.30 18.15 3.54 11.14 -0.81
Morningstar DM Bas Mat & Egy Mt F PR USD F00000YU8A 2.35 14.83 17.56 1.35 9.05 -2.71
Morningstar Gbl Bas Mat & En Mt F GR USD F00000YUB1 1.30 15.54 18.50 1.86 12.36 -0.10
Morningstar Gbl Bas Mat & En Mt F NR USD F00000YUBA 1.26 15.44 18.35 1.21 11.72 -0.67
Morningstar Gbl Bas Mat & En Mt F PR USD F00000YUBF 1.11 14.92 17.71 -1.30 9.45 -2.71
Morningstar Gbl Bas Mat & En GR USD F00000YUD1 2.25 14.62 16.99 -0.89 10.56 1.04
Morningstar Gbl Bas Mat & En NR USD F00000YUD4 2.20 14.49 16.83 -1.50 9.92 0.44
Morningstar Gbl Bas Mat & En PR USD F00000YUDE 1.90 13.84 16.05 -4.10 7.24 -2.01
Morningstar US Basic Materials NR USD F000010SBO 0.42 12.46 16.74 -6.56 8.63 4.23
Fidelity Advisor® Global Commodity Stk C FCGCX 0.73 12.04 14.93 -3.35 9.93 -1.12
Fidelity Advisor® Global Commodity Stk A FFGAX 0.88 12.22 15.10 -2.63 10.77 -0.36
Fidelity® Global Commodity Stock FFGCX 0.80 12.23 15.22 -2.43 10.99 -0.14
Fidelity Advisor® Global Commodity Stk I FFGIX 0.88 12.33 15.22 -2.26 11.15 -0.03
Fidelity Advisor® Global Commodity Stk M FFGTX 0.80 12.13 15.00 -2.96 10.44 -0.65
Fidelity Advisor® Materials Z FIJFX -2.31 11.90 16.18 --- --- ---
Fidelity Advisor® Global Commodity Stk Z FIQRX -0.32 11.99 13.92 --- --- ---
Fidelity Advisor® Materials A FMFAX -0.04 13.30 18.89 -12.01 6.44 1.40
Fidelity Advisor® Materials C FMFCX -0.12 13.10 18.68 -12.66 5.64 0.64
Fidelity Advisor® Materials I FMFEX -0.03 13.36 18.99 -11.76 6.74 1.69
Fidelity Advisor® Materials M FMFTX -0.07 13.21 18.81 -12.27 6.12 1.10
Franklin Natural Resources C FNCRX 2.57 18.67 21.85 -8.28 2.70 -7.95
Franklin Natural Resources R6 FNCSX 2.65 18.97 22.21 -7.19 3.99 -6.77
Franklin Natural Resources Adv FNRAX 2.70 18.91 22.15 -7.33 3.74 -7.01
Franklin Natural Resources A FRNRX 2.66 18.86 22.07 -7.56 3.48 -7.26
Fidelity® Select Chemicals FSCHX -0.36 11.88 17.76 -11.23 10.08 5.40
Fidelity® Select Materials FSDPX -0.03 13.37 18.96 -11.77 6.73 1.67
VanEck Global Hard Assets A GHAAX 2.45 14.03 18.08 -16.83 -0.22 -9.62
VanEck Global Hard Assets C GHACX 2.42 13.82 17.85 -17.46 -0.98 -10.33
VanEck Global Hard Assets I GHAIX 2.50 14.14 18.22 -16.46 0.21 -9.25
VanEck Global Hard Assets Y GHAYX 2.47 14.09 18.15 -16.60 0.04 -9.40
GMO Resources III GOFIX 1.87 13.70 16.58 1.62 19.47 5.43
GMO Resources IV GOVIX 1.88 13.74 16.64 1.65 19.53 5.48
GMO Resources Series R6 GREDX 1.82 --- --- --- --- ---
GMO Resources Series PS GREPX 1.82 13.47 16.34 0.92 --- ---
Goehring & Rozencwajg Resources Retail GRHAX 0.76 16.84 21.28 -13.23 --- ---
Goehring & Rozencwajg Resources Instl GRHIX 0.63 16.76 21.36 -13.02 --- ---
ICON Natural Resources A ICBAX 2.34 13.35 16.92 -7.53 8.55 1.95
ICON Natural Resources C ICBCX 2.36 13.15 16.77 -8.19 7.71 1.17
ICON Natural Resources S ICBMX 2.41 13.42 16.97 -7.27 8.77 2.22
Ivy Natural Resources A IGNAX 1.20 13.22 16.44 -9.80 2.05 -6.35
Ivy Natural Resources B IGNBX 1.17 12.90 16.06 -11.04 0.82 -7.37
Ivy Natural Resources C IGNCX 1.17 13.13 16.30 -10.26 1.44 -6.91
Ivy Natural Resources E IGNEX 1.31 13.38 16.61 -9.45 2.50 -5.96
Ivy Natural Resources I IGNIX 1.36 13.38 16.65 -9.28 2.60 -5.85
Ivy Natural Resources R IGNRX 1.29 13.23 16.49 -9.80 2.03 -6.41
Ivy Natural Resources Y IGNYX 1.24 13.31 16.54 -9.51 2.35 -6.08
Oak Ridge Global Resources & Infras A INNAX 1.68 13.37 16.23 -6.84 9.71 1.50
Oak Ridge Global Resources & Infras I INNNX 1.75 13.50 16.35 -6.59 10.02 1.76
Ivy Natural Resources N INRSX 1.28 13.41 16.67 -9.18 2.78 ---
PGIM Jennison Natural Resources R JNRRX 2.38 18.17 21.37 -13.33 3.10 -8.38
BlackRock Natural Resources Instl MAGRX 2.25 14.40 17.89 -1.08 6.75 -3.54
Morningstar US Basic Materials PR USD MBMS 0.17 12.11 16.31 -7.82 7.16 2.78
Morningstar US Basic Materials TR USD MBMST 0.52 12.61 16.93 -6.02 9.26 4.85
BlackRock Natural Resources Inv C MCGRX 2.20 14.14 17.63 -2.08 5.64 -4.54
BlackRock Natural Resources Inv A MDGRX 2.27 14.37 17.85 -1.34 6.47 -3.79
MassMutual Select TRP Real Asset I MMRFX 1.44 13.79 15.41 4.31 --- ---
Morningstar Canada Nat Res GR USD MSEGCNRG 0.96 17.74 21.01 1.72 3.88 -5.87
Morningstar Canada Nat Res NR USD MSEGCNRN 0.89 17.57 20.75 0.91 3.17 -6.56
Morningstar Canada Nat Res PR USD MSEGCNRP 0.65 17.04 19.98 -1.48 1.06 -8.58
Morningstar Gbl Upstm Nat Res PR USD MUNR -0.02 11.72 13.13 1.52 9.35 -0.31
Morningstar Gbl Upstm Nat Res NR USD MUNRT 0.48 12.58 14.12 4.87 12.59 2.74
Putnam Global Natural Resources C PGLCX 2.15 12.57 16.08 -3.03 1.49 -7.09
Putnam Global Natural Resources M PGLMX 2.11 12.64 16.15 -2.78 1.74 -6.86
PGIM Jennison Natural Resources A PGNAX 2.41 18.23 21.43 -13.10 3.34 -8.18
Putnam Global Natural Resources R PGNRX 2.16 12.73 16.19 -2.54 2.01 -6.62
Putnam Global Natural Resources Y PGRYX 2.20 12.89 16.40 -2.05 2.52 -6.15
US Global Investors Global Res Instl PIPFX -1.28 5.22 8.41 -21.59 1.31 -10.57
PGIM Jennison Natural Resources R6 PJNQX 2.44 18.37 21.59 -12.68 3.83 -7.75
Putnam Global Natural Resources B PNRBX 2.12 12.59 16.08 -3.00 1.49 -7.09
PGIM Jennison Natural Resources C PNRCX 2.34 18.05 21.21 -13.67 2.63 -8.82
PGIM Jennison Natural Resources Z PNRZX 2.46 18.32 21.57 -12.77 3.69 -7.89
PGIM Jennison Natural Resources B PRGNX 2.30 17.95 21.16 -13.91 2.51 -8.88
T. Rowe Price New Era PRNEX 2.17 13.99 16.79 -1.46 6.46 -0.64
US Global Investors Global Res PSPFX -1.29 5.05 8.27 -22.07 0.37 -11.33
AllianzGI Global Natural Resources Instl RGLIX 2.51 14.40 17.60 -3.27 2.54 -4.51
Victory Global Natural Resources C RGNCX -0.45 13.76 18.76 -35.75 -8.41 -15.56
Victory Global Natural Resources R RSNKX -0.36 13.88 18.95 -35.46 -8.00 -15.18
Victory Global Natural Resources A RSNRX -0.41 13.92 19.01 -35.23 -7.68 -14.89
Victory Global Natural Resources Y RSNYX -0.33 14.05 19.13 -34.98 -7.35 -14.60
Rydex Basic Materials H RYBAX 0.15 13.14 17.29 -4.29 9.71 3.06
Rydex Basic Materials C RYBCX 0.10 12.96 17.08 -5.04 8.87 2.35
Rydex Basic Materials Inv RYBIX 0.17 13.22 17.34 -4.08 9.97 3.38
Rydex Basic Materials A RYBMX 0.16 13.16 17.27 -4.33 9.70 3.12
Saratoga Energy & Basic Materials A SBMBX 1.19 14.00 17.03 -6.23 5.90 -6.06
Saratoga Energy & Basic Materials C SEPCX 1.12 15.54 18.59 -5.45 5.80 -6.34
Saratoga Energy & Basic Materials I SEPIX 1.32 14.10 17.18 -5.85 6.36 -5.69
T. Rowe Price New Era I TRNEX 2.17 14.03 16.83 -1.33 6.59 ---
Columbia Global Energy & Natrl Res Inst UMESX 2.05 15.82 19.35 -3.48 7.28 -1.54
Vanguard Materials Index Admiral VMIAX 0.45 12.79 17.19 -4.73 10.13 5.24