Utilities: Total Returns

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Data through 2/23/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Utilities -1.82 -4.01 -6.97 2.78 5.31 9.02
American Century Utilities Inv BULIX -2.71 -4.07 -6.03 -4.72 4.44 8.37
Wells Fargo Util and Telecomms A EVUAX -1.79 -3.97 -6.99 4.72 4.20 7.96
Wells Fargo Util and Telecomms C EVUCX -1.84 -4.06 -7.17 3.92 3.42 7.15
Wells Fargo Util and Telecomms Adm EVUDX -1.74 -3.92 -6.93 4.93 4.41 8.17
Wells Fargo Util and Telecomms Inst EVUYX -1.74 -3.92 -6.89 5.11 4.59 8.31
Russell 2000 Utilities TR USD F00000J3TT -3.33 -5.62 -8.66 2.53 8.19 10.89
Russell 2000/Utilities PR USD F00000J3TV -3.59 -5.95 -9.27 -0.08 5.32 7.85
Russell Midcap Utilities TR USD F00000J3UF -0.46 -3.11 -6.82 1.64 5.89 10.80
Russell Midcap Utilities PR USD F00000J3UH -0.82 -3.47 -7.66 -1.64 2.37 7.12
Russell FRT Utilities TR USD F00000LQYV -4.63 2.19 3.45 6.87 5.25 9.30
Russell FRT LC Utilities TR USD F00000LQZ4 -4.82 2.04 4.15 10.34 4.95 8.74
Russell FRT MC Utilities TR USD F00000LQZD -4.00 0.18 0.32 6.44 10.02 11.86
Russell FRT SC Utilities TR USD F00000LQZM -2.82 3.58 -2.41 -14.80 6.44 12.58
Russell FXG Utilities TR USD F00000LQZV -3.78 2.85 2.94 16.14 12.99 16.75
Russell FXG LC Utilities TR USD F00000LR04 -3.89 2.61 3.72 22.62 13.37 16.96
Russell FXG MC Utilities TR USD F00000LR0D -4.63 0.21 -0.07 8.08 12.02 6.94
Russell FXG SC Utilities TR USD F00000LR0M -2.82 4.87 -2.98 -15.13 7.98 13.60
Russell FRT Utilities NR USD F00000LRG7 -4.66 2.13 3.38 6.32 4.77 8.80
Russell FRT LC Utilities NR USD F00000LRGG -4.86 1.97 4.08 9.77 4.45 8.23
Russell FRT MC Utilities NR USD F00000LRGP -4.00 0.11 0.24 6.04 9.55 11.45
Russell FRT SC Utilities NR USD F00000LRGY -2.82 3.56 -2.50 -15.27 6.01 12.13
Russell FXG Utilities NR USD F00000LRH7 -3.83 2.76 2.83 15.59 12.41 16.18
Russell FXG LC Utilities NR USD F00000LRHG -3.95 2.51 3.61 22.04 12.77 16.38
Russell FXG MC Utilities NR USD F00000LRHP -4.63 0.13 -0.16 7.70 11.45 6.40
Russell FXG SC Utilities NR USD F00000LRHY -2.82 4.87 -3.06 -15.62 7.46 13.07
Russell FRT Utilities PR USD F00000LRX9 -5.02 1.64 2.49 1.68 0.39 3.96
Russell FRT LC Utilities PR USD F00000LRXI -5.26 1.44 3.16 5.05 0.08 3.39
Russell FRT MC Utilities PR USD F00000LRXR -4.00 -0.18 -0.15 3.27 5.54 7.18
Russell FRT SC Utilities PR USD F00000LRY0 -2.82 3.45 -3.11 -19.65 1.56 7.24
Russell FXG Utilities PR USD F00000LRY9 -4.35 2.06 1.60 10.77 7.94 11.22
Russell FXG LC Utilities PR USD F00000LRYI -4.54 1.72 2.27 17.19 8.29 11.40
Russell FXG MC Utilities PR USD F00000LRYR -4.63 -0.18 -0.59 5.08 7.22 1.81
Russell FXG SC Utilities PR USD F00000LRZ0 -2.82 4.87 -3.48 -20.23 2.97 8.29
Russell 1000 Value Utilities PR USD F00000O04C -1.71 -5.10 -4.95 -4.70 2.05 4.41
Russell 1000 Value Utilities TR USD F00000O04L -1.40 -4.42 -4.02 -0.90 6.18 8.66
Russell 1000 Growth Utilities PR USD F00000O04U -8.48 -8.05 1.86 -2.36 1.50 3.66
Russell 1000 Growth Utilities TR USD F00000O053 -8.48 -7.17 2.83 1.73 5.88 8.09
Russell 2000 Growth Utilities PR USD F00000O05C -2.67 -1.02 -2.93 13.51 9.76 13.39
Russell 2000 Growth Utilities TR USD F00000O05L -2.52 -0.81 -2.63 15.51 12.08 15.90
Russell 2000 Value Utilities PR USD F00000O05U -3.92 -7.66 -11.42 -4.31 3.57 6.25
Russell 2000 Value Utilities TR USD F00000O063 -3.62 -7.28 -10.71 -1.53 6.57 9.40
Russell 1000 Utilities PR USD F00000O5Y6 -2.43 -5.40 -4.31 -4.48 2.00 4.28
Russell Top 200 Utilities PR USD F00000O5Y7 -3.32 -6.45 -2.31 -6.11 1.80 2.61
Russell Top 200 Growth Utilities PR USD F00000O5Y8 -9.05 -8.45 2.05 -3.67 1.14 2.22
Russell Top 200 Value Utilities PR USD F00000O5Y9 -2.28 -6.10 -3.02 -6.47 2.01 2.84
Russell Midcap Growth Utilities PR USD F00000O5YA -0.24 -2.47 -0.60 22.10 7.78 14.95
Russell Midcap Value Utilities PR USD F00000O5YB -0.83 -3.49 -7.79 -2.02 2.26 6.70
Russell 1000 Utilities TR USD F00000O5ZK -2.16 -4.70 -3.37 -0.65 6.16 8.56
Russell Top 200 Growth Utilities TR USD F00000O5ZM -9.05 -7.50 3.10 0.63 5.71 6.80
Russell Midcap Growth Utilities TR USD F00000O5ZN -0.22 -2.45 -0.58 22.18 8.42 16.68
Russell Top 200 Utilities TR USD F00000O5ZO -3.09 -5.57 -1.33 -1.98 6.34 7.22
Russell Top 200 Value Utilities TR USD F00000O5ZP -2.00 -5.23 -2.04 -2.37 6.54 7.47
Russell Midcap Value Utilities TR USD F00000O5ZQ -0.47 -3.13 -6.94 1.29 5.83 10.42
Russell 3000 Utilities TR USD F00000ORTS -2.24 -4.76 -3.76 -0.45 6.29 8.71
Russell 1000 EW Utilities PR USD F00000VA1B -1.09 -4.02 -6.42 -2.91 3.60 7.96
Russell 1000 EW Utilities TR USD F00000VA1H -0.74 -3.61 -5.67 0.14 7.01 11.57
Russell 1000 EW Utilities NR USD F00000VA1N -0.85 -3.74 -5.90 -0.79 5.98 10.47
Russell 2500 Growth Utilities TR USD F00000WGQU -1.93 -1.24 -2.10 17.84 10.17 14.96
Russell 2500 Value Utilities TR USD F00000WGR2 -1.82 -5.30 -8.09 1.66 8.21 11.85
Russell 2500 Utilities TR USD F00000WGRB -1.84 -4.66 -7.16 3.93 8.91 12.54
Russell 3000 Growth Utilities TR USD F00000WGRK -7.54 -6.16 1.91 3.73 7.02 9.02
Russell 3000 Value Utilities TR USD F00000WGRT -1.53 -4.58 -4.42 -0.94 6.18 8.70
Fidelity Advisor® Utilities M FAUFX -0.69 -1.37 -4.71 8.51 5.52 9.40
Fidelity® Telecom and Utilities FIUIX -2.27 -2.79 -2.47 4.02 5.74 9.64
Franklin Utilities A FKUTX -1.22 -4.81 -8.96 1.01 5.22 9.02
Russell DEV LC Utilities TR USD FOUSA092J7 -3.63 -3.46 -3.10 4.51 3.97 8.05
Russell DEV LC Utilities NR USD FOUSA092J9 -3.68 -3.58 -3.28 3.59 3.03 7.06
Russell DEV LC Utilities PR USD FOUSA092JB -3.80 -3.91 -3.82 0.55 -0.02 3.80
Russell DEV MC Utilities TR USD FOUSA092O7 -2.12 -2.86 -5.25 4.74 5.05 9.23
Russell DEV MC Utilities NR USD FOUSA092O9 -2.19 -2.94 -5.43 3.85 4.11 8.23
Russell DEV MC Utilities PR USD FOUSA092OB -2.42 -3.19 -5.96 1.24 1.46 5.42
Russell DEV SC Utilities TR USD FOUSA0930N -3.17 -3.78 -4.96 8.16 9.25 11.08
Russell DEV SC Utilities NR USD FOUSA0930P -3.22 -3.84 -5.11 7.37 8.38 10.12
Russell DEV SC Utilities PR USD FOUSA0930R -3.35 -4.01 -5.53 5.07 5.93 7.47
Russell DEV Utilities TR USD FOUSA0937J -3.60 -3.47 -3.20 4.70 4.24 8.21
Russell DEV Utilities NR USD FOUSA0937L -3.65 -3.60 -3.39 3.79 3.30 7.22
Russell DEV Utilities PR USD FOUSA0937N -3.77 -3.92 -3.92 0.78 0.28 3.99
Russell DXU LC Utilities TR USD FOUSA0949Z -5.13 -2.12 -2.81 10.65 1.76 7.23
Russell DXU LC Utilities NR USD FOUSA094A1 -5.13 -2.15 -2.89 10.02 1.15 6.55
Russell DXU LC Utilities PR USD FOUSA094A3 -5.18 -2.31 -3.32 6.53 -2.05 3.05
Russell DXU MC Utilities TR USD FOUSA094EZ -4.61 -2.45 -2.65 10.38 3.41 6.57
Russell DXU MC Utilities NR USD FOUSA094F1 -4.64 -2.49 -2.72 9.65 2.70 5.75
Russell DXU MC Utilities PR USD FOUSA094F3 -4.85 -2.74 -3.16 6.44 -0.27 2.58
Russell DXU SC Utilities TR USD FOUSA094OZ -2.88 -0.37 2.33 20.20 11.09 11.40
Russell DXU SC Utilities NR USD FOUSA094P1 -2.89 -0.38 2.24 19.37 10.20 10.39
Russell DXU SC Utilities PR USD FOUSA094P3 -2.93 -0.42 1.83 15.86 6.85 6.82
Russell DXU Utilities TR USD FOUSA094ZZ -5.03 -2.05 -2.60 11.02 2.08 7.38
Russell DXU Utilities NR USD FOUSA09501 -5.04 -2.08 -2.68 10.38 1.46 6.68
Russell DXU Utilities PR USD FOUSA09503 -5.09 -2.23 -3.11 6.88 -1.74 3.18
Russell EMM LC Utilities TR USD FOUSA095UY -2.08 0.89 3.54 10.84 -1.03 0.15
Russell EMM LC Utilities NR USD FOUSA095V0 -2.08 0.88 3.47 10.34 -1.44 -0.25
Russell EMM LC Utilities PR USD FOUSA095V2 -2.14 0.78 3.01 6.98 -4.57 -3.57
Russell EMM MC Utilities TR USD FOUSA095ZY -0.59 3.12 4.95 12.01 1.25 -0.84
Russell EMM MC Utilities NR USD FOUSA09600 -0.59 3.10 4.89 11.45 0.82 -1.22
Russell EMM MC Utilities PR USD FOUSA09602 -0.66 2.94 4.54 7.96 -2.34 -4.43
Russell EMM SC Utilities TR USD FOUSA0969Y -2.74 0.55 3.79 8.55 8.22 7.40
Russell EMM SC Utilities NR USD FOUSA096A0 -2.76 0.51 3.71 8.19 7.81 7.05
Russell EMM SC Utilities PR USD FOUSA096A2 -2.80 0.31 3.31 5.58 4.84 4.29
Russell EMM Utilities TR USD FOUSA096KY -2.15 0.86 3.57 10.61 -0.27 0.72
Russell EMM Utilities NR USD FOUSA096L0 -2.15 0.84 3.50 10.13 -0.68 0.32
Russell EMM Utilities PR USD FOUSA096L2 -2.21 0.73 3.04 6.85 -3.79 -2.96
Russell GLO LC Utilities TR USD FOUSA097EH -3.41 -2.86 -2.20 5.38 3.24 6.77
Russell GLO LC Utilities NR USD FOUSA097EJ -3.45 -2.97 -2.37 4.51 2.37 5.87
Russell GLO LC Utilities PR USD FOUSA097EL -3.56 -3.27 -2.90 1.43 -0.69 2.61
Russell GLO MC Utilities TR USD FOUSA097JH -1.83 -1.76 -3.45 6.04 4.44 7.06
Russell GLO MC Utilities NR USD FOUSA097JJ -1.89 -1.84 -3.61 5.20 3.59 6.19
Russell GLO MC Utilities PR USD FOUSA097JL -2.09 -2.07 -4.11 2.45 0.85 3.29
Russell GLO SC Utilities TR USD FOUSA097TI -3.06 -2.76 -2.97 8.29 9.15 10.34
Russell GLO SC Utilities NR USD FOUSA097TK -3.11 -2.82 -3.10 7.59 8.38 9.52
Russell GLO SC Utilities PR USD FOUSA097TM -3.21 -2.99 -3.52 5.22 5.82 6.84
Russell GLO Utilities TR USD FOUSA0984I -3.39 -2.85 -2.25 5.55 3.56 6.97
Russell GLO Utilities NR USD FOUSA0984K -3.43 -2.96 -2.42 4.70 2.71 6.08
Russell GLO Utilities PR USD FOUSA0984M -3.54 -3.25 -2.94 1.66 -0.33 2.85
Russell GXU LC Utilities TR USD FOUSA09AJ2 -4.37 -1.37 -1.27 10.73 1.04 5.32
Russell GXU LC Utilities NR USD FOUSA09AJ4 -4.37 -1.40 -1.35 10.13 0.48 4.71
Russell GXU LC Utilities PR USD FOUSA09AJ6 -4.43 -1.54 -1.79 6.67 -2.70 1.26
Russell GXU MC Utilities TR USD FOUSA09AO2 -3.12 -0.41 0.09 10.83 2.57 3.38
Russell GXU MC Utilities NR USD FOUSA09AO4 -3.14 -0.44 0.03 10.17 1.96 2.75
Russell GXU MC Utilities PR USD FOUSA09AO6 -3.30 -0.66 -0.38 6.87 -1.08 -0.44
Russell GXU SC Utilities TR USD FOUSA09AY2 -2.82 0.06 3.00 14.15 9.86 9.73
Russell GXU SC Utilities NR USD FOUSA09AY4 -2.83 0.04 2.92 13.56 9.19 9.01
Russell GXU SC Utilities PR USD FOUSA09AY6 -2.87 -0.08 2.51 10.51 6.01 5.79
Russell GXU Utilities TR USD FOUSA09B92 -4.28 -1.29 -1.03 10.94 1.45 5.54
Russell GXU Utilities NR USD FOUSA09B94 -4.28 -1.31 -1.11 10.34 0.89 4.93
Russell GXU Utilities PR USD FOUSA09B96 -4.34 -1.46 -1.54 6.90 -2.29 1.48
Franklin Utilities Adv FRUAX -1.21 -4.78 -8.91 1.14 5.38 9.19
Franklin Utilities R FRURX -1.23 -4.83 -8.98 0.67 4.87 8.64
Franklin Utilities C FRUSX -1.23 -4.84 -9.03 0.52 4.70 8.48
Fidelity® Select Utilities FSUTX -0.71 -1.35 -4.50 9.29 6.19 10.10
Franklin Utilities R6 FUFRX -1.21 -4.78 -8.89 1.25 5.50 ---
Fidelity Advisor® Utilities A FUGAX -0.66 -1.34 -4.65 8.85 5.84 9.72
Fidelity Advisor® Utilities C FUGCX -0.71 -1.44 -4.81 8.04 5.05 8.90
Fidelity Advisor® Utilities I FUGIX -0.61 -1.28 -4.55 9.15 6.14 10.04
Gabelli Utilities AAA GABUX -3.74 -4.47 -6.08 0.35 3.82 6.69
Hennessy Gas Utility Investor GASFX -3.50 -5.50 -7.52 -2.97 1.15 7.83
Gabelli Utilities A GAUAX -3.68 -4.40 -6.09 0.35 3.84 6.69
Gabelli Utilities C GAUCX -3.87 -4.60 -6.28 -0.43 3.06 5.90
Gabelli Utilities I GAUIX -3.68 -4.38 -6.02 0.66 4.14 6.98
Gabelli Utilities T GAUTX -3.74 -4.47 -6.09 --- --- ---
Hennessy Gas Utility Institutional HGASX -3.44 -5.44 -7.41 --- --- ---
ICON Utilities S ICTUX -1.52 -2.76 -6.49 0.91 6.47 9.52
ICON Utilities A ICTVX -1.54 -2.81 -6.66 0.55 6.21 9.20
Prudential Jennison Utility R JDURX -2.39 -4.26 -6.67 3.99 2.86 9.51
MFS® Utilities B MMUBX -3.86 -2.32 -2.92 5.30 1.03 5.81
MFS® Utilities C MMUCX -3.90 -2.32 -2.92 5.25 1.02 5.79
MFS® Utilities A MMUFX -3.83 -2.20 -2.73 6.07 1.78 6.59
MFS® Utilities R1 MMUGX -3.86 -2.28 -2.88 5.31 1.04 5.80
MFS® Utilities R3 MMUHX -3.83 -2.21 -2.73 6.07 1.78 6.60
MFS® Utilities I MMUIX -3.79 -2.18 -2.71 6.31 2.04 6.86
MFS® Utilities R4 MMUJX -3.80 -2.18 -2.67 6.32 2.03 6.86
MFS® Utilities R6 MMUKX -3.78 -2.17 -2.63 6.46 2.14 6.98
MFS® Utilities R2 MURRX -3.81 -2.23 -2.75 5.82 1.54 6.34
Prudential Jennison Utility C PCUFX -2.40 -4.34 -6.80 3.49 2.33 8.95
Prudential Jennison Utility A PRUAX -2.38 -4.25 -6.63 4.19 3.06 9.72
Prudential Jennison Utility Q PRUQX --- --- --- --- --- ---
Prudential Jennison Utility B PRUTX -2.47 -4.41 -6.86 3.41 2.31 8.94
Prudential Jennison Utility Z PRUZX -2.38 -4.25 -6.56 4.50 3.36 10.05
Putnam Global Utilities A PUGIX -2.31 -3.67 -6.00 11.04 2.81 6.31
Putnam Global Utilities R PULRX -2.31 -3.68 -6.06 10.79 2.53 6.03
Putnam Global Utilities B PUTBX -2.39 -3.76 -6.20 10.24 2.02 5.51
Putnam Global Utilities C PUTCX -2.33 -3.77 -6.16 10.21 2.02 5.52
Putnam Global Utilities M PUTMX -2.39 -3.75 -6.11 10.51 2.27 5.77
Putnam Global Utilities Y PUTYX -2.24 -3.60 -5.93 11.41 3.07 6.58
Rydex Utilities H RYAUX -1.16 -4.80 -8.85 1.36 5.13 8.14
Rydex Utilities C RYCUX -1.22 -4.86 -8.97 0.62 4.36 7.47
Rydex Utilities Inv RYUIX -1.13 -4.73 -8.77 1.63 5.41 8.54
Rydex Utilities A RYUTX -1.14 -4.76 -8.81 1.34 5.16 8.26
Vanguard Utilities Index Adm VUIAX -0.71 -4.58 -8.72 2.76 7.12 10.35
Content Partners