Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2021
YTD
202020192018
CRZAX MainStay Cushing Renaissance Advantage Fund                                                                              0%-46.4%6%-28.8%
CRZCX MainStay Cushing Renaissance Advantage Fund                                                                              0%-46.7%4.9%-29.4%
CRZNX MainStay Cushing Renaissance Advantage Fund                                                                              0%-46.5%5.9%-28.8%
CRZZX MainStay Cushing Renaissance Advantage Fund                                                                              0%-46.3%6.3%-28.6%
FAGNX Fidelity Advisor Energy Fund                                                                              32%-34.7%8.1%-25.3%
FANAX Fidelity Advisor Energy Fund                                                                              30.4%-34.8%8%-25.1%
FANIX Fidelity Advisor Energy Fund                                                                              32.5%-34.7%8.1%-24.9%
FIJFX Fidelity Advisor Materials Fund                                                                              16%21%11%-16.6%
FMFAX Fidelity Advisor Materials Fund                                                                              16%20.8%11%-23.9%
FMFCX Fidelity Advisor Materials Fund                                                                              14.5%20.5%11%-24.5%
FMFEX Fidelity Advisor Materials Fund                                                                              16.2%20.9%11%-23.7%
FMFTX Fidelity Advisor Materials Fund                                                                              15.8%20.7%10.9%-24.2%
FNARX Fidelity Select Natural Resources Portfolio                                                                              24.6%-22.3%17.4%-24.2%
FNRCX Fidelity Advisor Energy Fund                                                                              31.7%-35%8.1%-25.7%
FSCHX Fidelity Select Chemicals Portfolio                                                                              15.8%16.2%1.4%-22.3%
FSDPX Fidelity Select Materials Portfolio                                                                              16.2%20.9%11%-27.5%
FSENX Fidelity Select Energy Portfolio                                                                              28%-34.8%7.9%-24.9%
FSESX Fidelity Select Energy Service Portfolio                                                                              21.9%-37.2%-1.8%-44.1%
FSNGX Fidelity Select Natural Gas Portfolio                                                                              28.2%-42%2.5%-25.4%
FSTEX Invesco Energy Fund                                                                              29.2%-33.6%3.1%-26.8%
HNRGX Hennessy BP Energy                                                                              36.3%-25.7%5.7%-21.1%
HNRIX Hennessy BP Energy                                                                              36.7%-25.6%5.8%-23.3%
ICBAX ICON Natural Resources Fund                                                                              19.4%4.9%19.9%-17.6%
ICBCX ICON Natural Resources Fund                                                                              0%-20.5%19.1%-18.2%
ICBMX ICON Natural Resources Fund                                                                              19.5%5.2%20.2%-17.4%
ICEAX ICON Energy Fund                                                                              0%-40.3%5.1%-28.1%
ICEEX ICON Energy Fund                                                                              0%-40.3%4.6%-28.7%
ICENX ICON Energy Fund                                                                              0%-40.4%5.4%-27.9%
ICPAX Williston Basin/Mid-North America Stock Fund                                                                              17.6%-26.2%12.5%-31%
ICPUX Williston Basin/Mid-North America Stock Fund                                                                              17.4%-26.2%12.9%-31.5%
ICWIX Williston Basin/Mid-North America Stock Fund                                                                              19.4%-26.4%12.3%-30.6%
IEFCX Invesco Energy Fund                                                                              28.8%-34%2.7%-27.4%
IENAX Invesco Energy Fund                                                                              27.5%-33.6%3.1%-26.8%
IENIX Invesco Energy Fund                                                                              29.6%-33.4%3.3%-26.5%
IENRX Ivy Energy Fund                                                                              22.6%-40.2%4.7%-34.3%
IENSX Invesco Energy Fund                                                                              29.6%-33.3%3.3%-26.5%
IENYX Invesco Energy Fund                                                                              29.4%-33.5%3.2%-26.7%
IEYAX Ivy Energy Fund                                                                              22.3%-40%4.3%-34.6%
IEYBX Ivy Energy Fund                                                                              22.6%-39.7%3.4%-35.1%
IEYCX Ivy Energy Fund                                                                              24.5%-39.8%3.5%-35%
IEYYX Ivy Energy Fund                                                                              24.9%-40%4.3%-34.5%
IVEEX Ivy Energy Fund                                                                              0%0%4.3%-34.4%
IVEIX Ivy Energy Fund                                                                              25.4%-40.2%4.6%-34.3%
IYEFX Ivy Energy Fund                                                                              24.8%-39.9%3.9%-34.7%
RYBAX Rydex Basic Materials Fund                                                                              15.3%17.3%15.6%-17.4%
RYBCX Rydex Basic Materials Fund                                                                              15%16.1%14.2%-18.1%
RYBIX Rydex Basic Materials Fund                                                                              14.2%17.9%16.5%-17.3%
RYBMX Rydex Basic Materials Fund                                                                              15.4%17.4%15.8%-17.5%
RYEAX Rydex Energy Fund                                                                              31.7%91.9%5.2%-25.5%
RYECX Rydex Energy Fund                                                                              34.6%89.9%4.4%-26.1%
RYEIX Rydex Energy Fund                                                                              35.3%92.9%5.6%-25.3%
RYENX Rydex Energy Fund                                                                              31.7%92.1%5.3%-25.5%
RYESX Rydex Energy Services Fund                                                                              22.1%831.1%-0.8%-45.7%
RYVAX Rydex Energy Services Fund                                                                              22%830.8%-0.5%-45.8%
RYVCX Rydex Energy Services Fund                                                                              21.6%822%-1.4%-46.1%
RYVIX Rydex Energy Services Fund                                                                              22.2%834.3%-0.5%-45.6%
SACEX Spirit of America Energy Fund                                                                              8.4%47.8%-4.6%-13.2%
SBMBX Saratoga Energy and Basic Materials Portfolio                                                                              18.6%-20.2%-1%-18%
SEPCX Saratoga Energy and Basic Materials Portfolio                                                                              18.1%-20.6%0%-18.5%
SEPIX Saratoga Energy and Basic Materials Portfolio                                                                              18.7%-20.3%-0.6%-17.6%
SOAEX Spirit of America Energy Fund                                                                              11.8%51.1%-3.4%-12.6%
TOPCX Tortoise Select Opportunity Fund                                                                              0%-11%6.3%-24.8%
TOPIX Tortoise Select Opportunity Fund                                                                              0%-11%5.5%-24.2%
TOPTX Tortoise Select Opportunity Fund                                                                              0%-11.1%5.7%-24.4%
VENAX Vanguard Energy Index Fund                                                                              31.4%-36.4%6.5%-19.9%
VMIAX Vanguard Materials Index Fund                                                                              14.6%17%21.1%-17.4%