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The Best Energy Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Energy Equities mutual funds.


Category is Energy Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
First Sentier American Listed Infrastructure FundEnergy EquitiesDec 28, 20200.75%
11.78%
0.00%
9
First Sentier Global Listed Infrastructure FundEnergy EquitiesFeb 27, 20170.95%
8.65%
0.00%
27
Fidelity Water Sustainability FundEnergy EquitiesApr 21, 20201.00%
2.88%
2.85%
62
Frontier MFG Core Infrastructure FundEnergy EquitiesJan 17, 20120.50%
8.45%
10.21%
31.00%
86
Fidelity Natural Resources FundEnergy EquitiesMar 3, 19970.82%
27.94%
12.56%
1.48%
92
Franklin Natural Resources FundEnergy EquitiesJun 4, 19950.96%
21.76%
12.21%
1.39%
93
Fidelity Select Chemicals PortfolioEnergy EquitiesJul 28, 19850.74%
17.45%
6.77%
1.90%
10
Fidelity Select Materials PortfolioEnergy EquitiesSep 28, 19860.74%
13.58%
8.61%
1.71%
55
Fidelity Select Energy PortfolioEnergy EquitiesJul 14, 19810.77%
35.19%
10.99%
1.44%
74
Invesco Energy FundEnergy EquitiesJan 18, 19841.36%
33.50%
8.34%
1.66%
75
Guinness Atkinson Global Energy FundEnergy EquitiesJun 29, 20041.46%
34.29%
8.47%
2.10%
82
Goldman Sachs Global Infrastructure FundEnergy EquitiesJun 26, 20161.10%
11.18%
6.03%
75
VanEck Global Resources FundEnergy EquitiesNov 1, 19941.38%
16.59%
8.52%
1.34%
90
Goldman Sachs Energy Infrastructure FundEnergy EquitiesSep 28, 20171.23%
20.00%
8.33%
36
Goldman Sachs MLP Energy Infrastructure FundEnergy EquitiesMar 27, 20131.20%
14.24%
10.11%
6.36%
17
GMO Resources FundEnergy EquitiesDec 27, 20110.72%
28.41%
14.43%
3.41%
94
Goehring & Rozencwajg Resources FundEnergy EquitiesDec 29, 20160.92%
19.96%
2.83%
97
Hennessy Midstream FundEnergy EquitiesDec 30, 20131.51%
14.15%
7.52%
7
Hennessy Energy Transition FundEnergy EquitiesDec 30, 20131.92%
27.39%
0.61%
63
ICON Natural Resources and Infrastructure FundEnergy EquitiesMay 4, 19971.31%
16.32%
13.26%
8.60%
85

Rows per page

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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