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Utilities: Total Returns

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Data through 5/20/2013. 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 1.79 15.83 10.04 24.73 17.54 3.31
American Century Utilities Inv BULIX 1.26 17.85 11.96 22.62 17.95 4.44
Wells Fargo Advantage Utility&Telecom A EVUAX 2.31 14.78 9.15 24.80 18.57 4.14
Wells Fargo Advantage Utility&Telec A LW EVUAX.LW 2.31 14.78 9.15 24.80 18.57 4.14
Wells Fargo Advantage Utility&Telecom B EVUBX 2.31 14.51 8.97 23.89 17.71 3.37
Wells Fargo Advantage Utility&Telecom C EVUCX 2.31 14.52 8.98 23.85 17.70 3.37
Wells Fargo Advantage Util&Telecom Adm EVUDX 2.37 14.88 9.18 25.01 --- ---
Wells Fargo Advantage Utility&Telecom I EVUYX 2.37 14.91 9.21 25.19 18.99 4.45
Fidelity Advisor Utilities B FAUBX -0.84 16.35 9.07 21.87 17.29 2.57
Fidelity Advisor Utilities T FAUFX -0.79 16.61 9.22 22.45 17.87 3.07
Fidelity Telecom and Utilities FIUIX 0.62 14.50 10.76 24.49 19.46 4.71
Franklin Utilities A FKUTX -0.06 15.52 9.42 20.85 18.97 6.29
Franklin Utilities A Load Waived FKUTX.LW -0.06 15.52 9.42 20.85 18.97 6.29
Meeder Utilities and Infrastructure FLRUX 5.75 19.55 10.63 28.12 15.94 2.86
Frontegra MFG Core Infrastructure Instl FMGIX 2.15 11.16 6.47 27.71 --- ---
Franklin Utilities Adv FRUAX 0.00 15.71 9.47 21.06 19.19 6.46
Franklin Utilities R FRURX -0.06 15.47 9.35 20.41 18.60 5.94
Franklin Utilities C FRUSX -0.06 15.37 9.32 20.26 18.42 5.77
Invesco Dividend Income R5 FSIUX 3.19 15.23 10.01 21.06 17.30 3.07
Invesco Dividend Income Investor FSTUX 3.14 15.12 10.00 20.65 16.78 2.58
Fidelity Select Utilities Portfolio FSUTX -0.82 16.82 9.30 23.04 18.52 3.30
Fidelity Advisor Utilities A FUGAX -0.75 16.74 9.33 22.82 18.20 3.35
Fidelity Advisor Utilities A LW FUGAX.LW -0.75 16.74 9.33 22.82 18.20 3.35
Fidelity Advisor Utilities C FUGCX -0.81 16.39 9.16 21.90 17.34 2.59
Fidelity Advisor Utilities I FUGIX -0.74 16.88 9.42 23.18 18.53 3.64
Gabelli Utilities AAA GABUX 2.78 13.94 8.15 22.26 14.46 6.16
Hennessy Gas Utility Index Investor GASFX 2.50 19.34 12.19 29.52 24.15 9.29
Gabelli Utilities A GAUAX 2.75 13.81 8.08 22.06 14.41 6.14
Gabelli Utilities A Load Waived GAUAX.LW 2.75 13.81 8.08 22.06 14.41 6.14
Gabelli Utilities C GAUCX 2.64 13.59 7.82 21.14 13.58 5.36
Gabelli Utilities I GAUIX 2.73 13.89 8.01 22.31 14.75 6.41
Invesco Dividend Income A IAUTX 3.17 15.11 9.96 20.67 16.78 2.58
Invesco Dividend Income A Load Waived IAUTX.LW 3.17 15.11 9.96 20.67 16.78 2.58
Invesco Dividend Income Y IAUYX 3.17 15.17 10.00 20.94 17.07 ---
Invesco Dividend Income B IBUTX 3.04 14.72 9.72 19.72 15.91 1.80
ICON Utilities S ICTUX 0.38 18.48 10.20 23.40 17.44 4.02
ICON Utilities A ICTVX 0.39 18.38 10.16 23.13 --- ---
ICON Utilities A Load Waived ICTVX.LW 0.39 18.38 10.16 23.13 --- ---
ICON Utilities C ICTZX 0.26 18.00 9.96 22.08 --- ---
Invesco Dividend Income R6 IFUTX 3.19 15.23 10.07 --- --- ---
ING MFS Utilities Port Adv IMFAX 2.90 14.61 9.95 30.65 19.56 4.66
ING MFS Utilities Port S2 IMFSX 2.92 14.68 10.01 30.86 19.69 4.79
ING MFS Utilities Port I IMUIX 2.98 14.88 10.13 31.38 20.27 5.29
ING MFS Utilities Port S IMUSX 2.93 14.73 10.04 31.04 19.95 5.02
Invesco Dividend Income C IUTCX 3.07 14.79 9.76 19.76 15.92 1.81
Prudential Jennison Utility R JDURX 2.28 17.08 11.83 30.45 20.65 1.62
JHVIT Utilities Trust Ser I JEUTX 2.95 14.85 10.05 31.42 20.35 5.08
MFS Utilities B MMUBX 2.82 14.43 9.68 30.00 19.09 4.34
MFS Utilities C MMUCX 2.83 14.44 9.68 30.00 19.10 4.35
MFS Utilities A MMUFX 2.88 14.76 9.89 31.04 19.99 5.12
MFS Utilities A Load Waived MMUFX.LW 2.88 14.76 9.89 31.04 19.99 5.12
MFS Utilities R1 MMUGX 2.83 14.40 9.70 30.05 19.10 4.34
MFS Utilities R3 MMUHX 2.93 14.77 9.95 31.08 20.01 5.13
MFS Utilities I MMUIX 2.89 14.86 9.98 31.33 20.30 5.39
MFS Utilities R4 MMUJX 2.95 14.90 10.00 31.41 20.29 5.39
MFS Utilities R5 MMUKX 2.95 14.95 10.06 --- --- ---
MFS Utilities R2 MURRX 2.91 14.70 9.90 30.71 19.71 4.88
Prudential Jennison Utility C PCUFX 2.21 16.90 11.65 29.81 20.04 1.11
Prudential Jennison Utility A PRUAX 2.28 17.22 11.87 30.80 20.87 1.82
Prudential Jennison Utility A LW PRUAX.LW 2.28 17.22 11.87 30.80 20.87 1.82
Prudential Jennison Utility B PRUTX 2.21 16.89 11.64 29.78 20.02 1.11
Prudential Jennison Utility Z PRUZX 2.35 17.39 11.94 31.15 21.26 2.13
Putnam Global Utilities A PUGIX 2.44 14.74 11.50 20.01 9.17 -2.77
Putnam Global Utilities A Load Waived PUGIX.LW 2.44 14.74 11.50 20.01 9.17 -2.77
Putnam Global Utilities R PULRX 2.45 14.73 11.48 19.79 8.90 -3.01
Putnam Global Utilities B PUTBX 2.36 14.50 11.25 19.11 8.38 -3.51
Putnam Global Utilities C PUTCX 2.46 14.45 11.30 19.19 8.36 -3.49
Putnam Global Utilities M PUTMX 2.35 14.53 11.29 19.44 8.63 -3.26
Putnam Global Utilities Y PUTYX 2.53 14.93 11.57 20.32 9.46 -2.53
Reaves Select Research A RSRAX 3.31 16.25 9.60 24.88 17.60 1.16
Reaves Select Research Instl RSRFX 3.31 16.33 9.55 25.08 17.85 1.40
Rydex Utilities Adv RYAUX -0.29 16.65 9.55 20.17 16.42 4.00
Rydex Utilities C RYCUX -0.31 16.46 9.47 19.58 15.78 3.46
Rydex Utilities Inv RYUIX -0.24 16.92 9.73 20.80 16.97 4.51
Rydex Utilities A RYUTX -0.25 16.84 9.66 20.50 16.70 4.27
Rydex Utilities A Load Waived RYUTX.LW -0.25 16.84 9.66 20.50 16.70 4.27
ProFunds Utilities UltraSector Inv UTPIX -1.20 25.02 14.27 28.28 23.87 1.27
ProFunds Utilities UltraSector Svc UTPSX -1.28 24.55 14.01 27.03 22.66 0.28
Vanguard Utilities Index Adm VUIAX -0.73 16.92 9.86 20.47 17.50 4.25
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