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Data through 11/20/2009. Our favorite Equity Energy funds
Fund Category : Equity Energy : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Equity Energy -7.17 38.00 9.99 72.60 -0.98 9.20
ProFunds Oil Equipment Svc & Dist Inv -13.53 77.10 17.59 109.28 -15.63 ---
ProFunds Oil Equipment Svc & Dist Svc -13.62 75.63 17.36 107.33 -16.46 ---
BlackRock Energy & Resources Instl -9.70 61.03 13.20 105.43 0.05 10.95
BlackRock Energy & Resources Inv A LW -9.69 60.62 13.17 35.27 -24.06 -8.85
BlackRock Energy & Resources Inv A -9.69 60.62 13.17 104.82 -0.23 10.64
BlackRock Energy & Resources Inv C -9.76 59.59 12.94 103.30 -0.94 9.85
BlackRock Energy & Resources B -9.78 59.49 12.91 103.30 -0.98 9.82
BlackRock All-Cap Engy & Resources Inst -5.69 58.72 12.54 105.20 3.07 ---
BlackRock All-Cap Engy & Resources Svc -5.72 58.10 12.41 104.33 2.67 ---
BlackRock All-Cap Engy & Resources Inv A -5.72 58.10 12.41 104.33 2.69 ---
BlackRock All-Cap Engy & Resources A LW -5.72 58.10 12.41 104.33 2.69 ---
Rydex Energy Services Inv -9.00 57.89 12.37 86.53 -2.41 8.98
Guinness Atkinson Global Energy -6.86 57.65 11.15 83.77 4.82 15.38
Rydex Energy Services A Load Waived -9.02 57.46 12.29 85.97 -2.65 8.71
Rydex Energy Services A -9.02 57.46 12.29 85.97 -2.65 8.71
Rydex Energy Services Adv -9.03 57.18 12.22 85.51 -2.90 8.43
BlackRock All-Cap Engy & Resources Inv B -5.91 57.05 12.18 102.66 1.89 ---
BlackRock All-Cap Engy & Resources Inv C -5.84 56.98 12.17 102.82 1.92 ---
Rydex Energy Services C -9.08 56.47 12.07 84.63 -3.39 7.89
Fidelity Select Energy Service -9.94 54.32 11.24 81.98 -3.36 8.36
Fidelity Select Natural Gas -13.70 46.16 4.21 89.34 -3.63 7.02
Fidelity Select Energy -9.27 39.59 10.41 77.55 -1.31 10.48
Fidelity Advisor Energy I -9.30 39.47 10.31 78.59 -1.31 9.88
Fidelity Advisor Energy A Load Waived -9.32 39.17 10.21 77.99 -1.60 9.52
Fidelity Advisor Energy A -9.32 39.17 10.21 77.99 -1.60 9.52
Fidelity Advisor Energy T -9.34 38.86 10.19 77.60 -1.81 9.29
Fidelity Advisor Energy C -9.38 38.27 10.06 76.79 -2.31 8.74
Fidelity Advisor Energy B -9.38 38.22 10.05 76.71 -2.34 8.71
AIM Energy Institutional -7.56 38.09 8.59 72.66 4.90 ---
AIM Energy Y -7.58 37.79 8.51 72.21 --- ---
AIM Energy A Load Waived -7.60 37.54 8.44 71.79 4.41 13.65
AIM Energy A -7.60 37.54 8.44 71.79 4.41 13.65
AIM Energy Inv -7.60 37.49 8.47 71.79 4.41 13.65
AIM Energy C -7.65 36.61 8.26 70.57 3.64 12.82
AIM Energy B -7.67 36.59 8.23 70.53 3.63 12.81
Vanguard Energy Adm -4.78 35.59 11.51 70.20 3.32 13.42
Vanguard Energy -4.78 35.50 11.47 70.07 3.25 13.34
Saratoga Energy & Basic Materials I -5.70 35.31 12.38 64.66 -1.87 7.53
Saratoga Energy & Basic Materials A LW -5.77 34.79 12.28 63.98 -2.26 7.09
Saratoga Energy & Basic Materials A -5.77 34.79 12.28 63.98 -2.26 7.09
Saratoga Energy & Basic Materials B -5.76 34.14 12.13 62.99 -2.70 6.54
Waddell & Reed Energy Y -7.61 33.63 8.64 64.40 3.22 ---
Rydex Energy Inv -7.48 33.60 9.57 66.12 -0.62 8.70
Rydex Energy A Load Waived -7.47 33.33 9.47 65.61 -0.89 8.39
Rydex Energy A -7.47 33.33 9.47 65.61 -0.89 8.39
Ivy Energy I -7.31 33.29 8.11 56.23 --- ---
Ivy Energy A Load Waived -7.28 33.12 8.07 55.97 2.32 ---
Ivy Energy A -7.28 33.12 8.07 55.97 2.32 ---
Rydex Energy Adv -7.52 33.00 9.42 65.22 -1.13 8.14
Ivy Energy Y -7.33 32.95 8.03 55.87 2.43 ---
Waddell & Reed Energy A Load Waived -7.54 32.87 8.54 63.23 2.62 ---
Waddell & Reed Energy A -7.54 32.87 8.54 63.23 2.62 ---
Rydex Energy C -7.54 32.41 9.28 64.44 -1.62 7.61
Ivy Energy C -7.35 32.08 7.93 54.70 1.58 ---
Ivy Energy B -7.38 31.91 7.73 54.32 1.45 ---
Waddell & Reed Energy C -7.57 31.88 8.34 61.93 1.84 ---
Waddell & Reed Energy B -7.65 31.35 8.22 61.06 1.55 ---
Firsthand Alternative Energy -0.69 26.06 6.71 64.98 --- ---
Putnam Global Energy Y -3.56 25.30 10.12 --- --- ---
Putnam Global Energy A Load Waived -3.57 25.00 10.05 --- --- ---
Putnam Global Energy A -3.57 25.00 10.05 --- --- ---
Putnam Global Energy R -3.65 24.70 9.98 --- --- ---
Putnam Global Energy M -3.58 24.51 10.00 --- --- ---
Putnam Global Energy C -3.66 24.21 9.83 --- --- ---
Putnam Global Energy B -3.66 24.21 9.93 --- --- ---
Guinness Atkinson Alternative Energy -5.94 23.15 3.26 49.66 -14.27 ---
Vanguard Energy Index Adm -5.25 22.72 11.62 48.46 1.12 10.77
ICON Energy -5.21 22.37 10.44 44.81 5.14 12.24
Munder Energy Y -6.40 22.06 11.46 52.22 -1.09 9.12
Munder Energy A Load Waived -6.48 21.75 11.37 51.85 -1.34 8.83
Munder Energy A -6.48 21.75 11.37 51.85 -1.34 8.83
Munder Energy B -6.49 21.05 11.18 50.78 -2.05 8.04
Munder Energy C -6.55 20.96 11.10 50.64 -2.09 8.04
Calvert Global Alternative Energy I -4.93 19.85 0.10 68.49 --- ---
Calvert Global Alternative Energy A LW -4.98 19.24 -0.10 67.76 --- ---
Calvert Global Alternative Energy A -4.98 19.24 -0.10 67.76 --- ---
ProFunds UltraSector Oil & Gas Investor -7.60 18.39 14.49 51.38 -7.26 7.25
Calvert Global Alternative Energy C -4.98 18.34 -0.31 66.09 --- ---
ProFunds UltraSector Oil & Gas Svc -7.63 17.38 14.26 50.00 -8.19 6.18
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