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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
Integrity Mid-North American Resources FundEnergy EquitiesApr 4, 19991.50%
26.67%
8.28%
0.35%
89
Delaware Ivy Energy FundEnergy EquitiesApr 2, 20061.28%
15.25%
2.64%
0.76%
96
Delaware Ivy Natural Resources FundEnergy EquitiesJan 1, 19971.82%
18.54%
8.45%
0.00%
96
MainGate MLP FundEnergy EquitiesFeb 16, 20111.44%
17.22%
11.23%
4.06%
18
JHancock Infrastructure FundEnergy EquitiesDec 19, 20130.95%
13.09%
9.76%
2.11%
94
KBI Global Investors Aquarius FundEnergy EquitiesOct 11, 20181.10%
1.64%
8.78%
30
Kayne Anderson Energy Infrastructure FundEnergy EquitiesSep 28, 20242.00%
13.54%
8.97%
7.07%
19
BlackRock Natural Resources Trust FundEnergy EquitiesOct 23, 19880.87%
18.40%
11.11%
7.13%
91
Mondrian Global Listed Infrastructure FundEnergy EquitiesDec 16, 20180.95%
-20.90%
9.55%
2
Cohen & Steers MLP & Energy Opportunity Fund, Inc.Energy EquitiesDec 19, 20130.90%
26.21%
11.74%
1.10%
93
Invesco SteelPath MLP Alpha Plus FundEnergy EquitiesDec 29, 20111.34%
20.91%
13.12%
4.60%
18
Invesco SteelPath MLP Alpha FundEnergy EquitiesMar 30, 20101.29%
14.60%
10.88%
4.80%
19
Invesco SteelPath MLP Select 40 FundEnergy EquitiesMar 30, 20100.85%
18.20%
11.45%
4.91%
36
Invesco SteelPath MLP Income FundEnergy EquitiesMar 30, 20101.10%
14.82%
12.09%
6.18%
24
Catalyst Energy Infrastructure FundEnergy EquitiesDec 21, 20141.43%
28.74%
14.49%
6.85%
18
Northern Multi-Manager Global Listed Infrastructur...Energy EquitiesSep 17, 20120.96%
8.41%
7.68%
5.60%
87
Neuberger Berman MLPMLPs, Energy EquitiesMar 26, 20132.72%
21.16%
12.82%
6.93%
31
Oil Equipment & Services UltraSector ProFundEnergy EquitiesJun 4, 20061.65%
61.37%
-20.43%
0.54%
63
Pax Global Sustainable Infrastructure FundEnergy EquitiesDec 15, 20160.83%
5.11%
2.06%
70
Adams Natural Resources Closed FundEnergy EquitiesJan 30, 19290.64%
24.57%
11.44%
7.57%
49

Rows per page

41–60 of 87

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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