Best- and worst-performing sector equity funds
Commodities Top 10 Net assets ($M) 3-month return 1-year…
Commodities
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Annual expense ratio |
|---|---|---|---|---|---|
| ProShares UltraShort DJ-UBS Commodity | $8.8 | -3.4% | 28.9% | -26.7% | 1.0% |
| UBS E-Tracs S&P 500 Gold Hedged Index | $19.0 | 19.6% | 25.4% | N/A | N/A |
| Deutsche Bank Gold Double Long Exchange Traded Notes | N/A | 11.6% | 23.0% | 38.7% | N/A |
| ProShares Ultra Gold | $386.3 | 15.7% | 22.5% | 38.4% | 1.0% |
| Deutsche Bank Powershares Base Metals Double Short ETN | N/A | -17.5% | 18.8% | -39.9% | N/A |
| iShares Gold Trust | $9,662.5 | 8.5% | 15.2% | 21.3% | 0.3% |
| ETFS Physical Swiss Gold Shares | $1,827.0 | 5.5% | 15.1% | N/A | 0.4% |
| ETFS Physical Asian Gold Shares | $74.5 | 5.5% | 15.1% | N/A | N/A |
| SPDR Gold Shares | $68,743.2 | 5.5% | 15.1% | 21.5% | 0.4% |
| UBS E-Tracs Bloomberg CMCI Gold Total Return | $8.4 | 6.3% | 15.0% | 20.5% | N/A |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Annual expense ratio |
|---|---|---|---|---|---|
| iPath Exchange Traded Notes Dow Jones – UBS Nat Gas TR Sub-Idx A | $32.4 | -44.4% | -72.2% | -51.8% | N/A |
| United States Natural Gas Fund LP | $756.8 | -38.2% | -65.2% | -49.2% | 0.9% |
| iPath Exchange Traded Notes Global Carbon A | $1.2 | -3.9% | -63.0% | -19.6% | N/A |
| ProShares UltraShort Silver | $191.3 | -31.6% | -54.6% | -71.6% | 1.0% |
| Teucrium Natural Gas Fund | $1.7 | -20.2% | -54.2% | N/A | N/A |
| Dow Jones Commodity Total Return | 0.9% | -16.3% | 9.1% |
Financial services
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| Fidelity Select Consumer Finance Portfolio | $197.1 | 21.4% | 13.6% | 17.8% | 1.0% |
| PowerShares KBW High Dividend Yield Financial Portfolio | $74.0 | 12.7% | 9.5% | N/A | 1.3% |
| SPDR S&P Regional Banking ETF | $1,180.5 | 16.9% | 8.9% | 15.6% | 0.4% |
| PowerShares S&P SmallCap Financials Portfolio | $76.2 | 11.0% | 8.7% | N/A | 0.3% |
| PowerShares KBW Property & Casualty Insurance Portfolio | $5.5 | 7.5% | 7.4% | N/A | 0.4% |
| PowerShares Dynamic Banking Portfolio | $13.5 | 15.0% | 6.0% | 6.4% | 0.7% |
| Legg Mason Investment Counsel Financial Services Fund A | $29.1 | 14.0% | 4.3% | 15.6% | 1.5% |
| iShares Dow Jones U.S. Regional Banks Index Fund | $131.3 | 17.5% | 3.5% | 18.4% | 0.5% |
| Fidelity Select Banking Portfolio | $494.5 | 19.2% | 3.0% | 25.5% | 0.9% |
| First Trust Nasdaq ABA Community Bank Index Fund | $7.8 | 12.6% | 2.9% | N/A | 0.6% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| FBR Small Cap Financial Fund Investor | $164.8 | 11.8% | -6.8% | 13.8% | 1.7% |
| SPDR S&P Mortgage Finance ETF | $3.8 | 13.7% | -7.0% | N/A | 0.4% |
| Alpine Financial Services Fund Institutional | $7.7 | 20.4% | -9.6% | 22.4% | 1.5% |
| SPDR S&P Capital Markets ETF | $37.4 | 21.9% | -11.4% | 11.3% | 0.4% |
| iShares Dow Jones U.S. Broker-Dealers Index Fund | $73.5 | 21.7% | -14.0% | 9.2% | 0.5% |
| Dow Jones U.S. Financials Total Return | 19.8% | 1.1% | 23.2% |
Natural resources
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| Famco MLP & Energy Infrastructure Fund | $26.0 | 0.7% | 9.3% | N/A | 1.0% |
| Famco MLP & Energy Income Fund I | $89.5 | 0.5% | 8.9% | N/A | 1.3% |
| JPMorgan Alerian MLP Index Exchange Traded Notes | $4,061.1 | 1.7% | 8.6% | N/A | 0.9% |
| UBS E-Tracs Alerian MLP Infrastructure Index | $244.0 | 2.6% | 8.5% | N/A | 0.9% |
| Alps Alerian MLP ETF | $2,878.6 | 1.7% | 8.3% | N/A | 0.9% |
| MainGate MLP Fund A | $9.7 | 3.3% | 8.3% | N/A | 2.1% |
| Center Coast MLP Focus Fund A | $280.4 | 0.6% | 7.6% | N/A | 1.5% |
| UBS E-Tracs Wells Fargo MLP Index | $19.5 | 2.7% | 5.4% | N/A | 0.9% |
| SteelPath MLP Alpha Fund A | $147.5 | 1.9% | 4.9% | N/A | 1.5% |
| SteelPath MLP Select 40 Fund A | $183.8 | 1.4% | 3.8% | N/A | 1.1% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| PowerShares WilderHill Clean Energy Portfolio | $197.7 | 9.6% | -47.0% | -9.5% | 0.7% |
| First Trust Nasdaq Clean Edge Green Energy Index Fund | $19.9 | 11.5% | -36.3% | 0.5% | 0.6% |
| First Trust ISE-Revere Natural Gas Index Fund | $359.4 | -2.7% | -23.8% | 21.6% | 0.6% |
| PowerShares Dynamic Oil & Gas Services Portfolio | $154.5 | 3.5% | -20.9% | 26.9% | 0.6% |
| iShares Dow Jones U.S. Oil Equipment & Services Index Fund | $482.0 | 3.3% | -20.7% | 29.2% | 0.5% |
| S&P NA Natural Resources Sector Total Return | 4.2% | -14.4% | 21.0% |
Precious metals
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| RBS Gold Trendpilot Exchange Traded Notes | $25.6 | N/A | 11.2% | N/A | 1.0% |
| First Eagle Gold Fund A | $1,471.2 | -2.9% | -13.8% | 13.9% | 1.2% |
| Gabelli Gold Fund AAA | $378.0 | -2.3% | -15.6% | 13.8% | 1.4% |
| OCM Gold Fund Investor | $136.6 | -2.7% | -15.8% | 15.8% | 1.9% |
| Wells Fargo Advantage Precious Metals Fund A | $699.5 | -2.7% | -16.0% | 14.6% | 1.1% |
| BlackRock World Gold Fund Investor A | $3.0 | -1.1% | -16.2% | N/A | 1.5% |
| Tocqueville Gold Fund | $2,277.1 | -0.8% | -17.2% | 26.1% | 1.3% |
| Market Vectors Gold Miners ETF | $8,243.3 | -3.8% | -17.4% | 10.7% | 0.5% |
| USAA Precious Metals & Minerals Fund Retail | $1,788.5 | -2.3% | -17.6% | 16.5% | 1.2% |
| Fidelity Select Gold Portfolio | $3,437.7 | -3.5% | -17.7% | 11.8% | 0.9% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| Global X Gold Explorers ETF | $26.2 | -7.2% | -44.2% | N/A | 0.7% |
| First Trust ISE Global Platinum Index Fund | $10.7 | 7.5% | -39.8% | N/A | 0.7% |
| Midas Fund | $65.5 | -5.9% | -34.4% | 12.3% | 2.3% |
| Market Vectors Junior Gold Miners ETF | $2,075.0 | -0.4% | -33.7% | N/A | 0.5% |
| U.S. Global Investors World Precious Minerals Fund | $421.5 | 0.6% | -29.7% | 17.1% | 1.9% |
| NYSE Amex Gold Miners Total Return | -4.0% | -17.8% | 10.5% |
Real estate
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| Pimco RealEstateRealReturn Strategy Fund Institutional | $2,020.5 | 11.6% | 29.6% | 63.0% | 0.7% |
| iShares FTSE Nareit Retail Capped Index Fund | $11.4 | 14.8% | 18.1% | 48.6% | 0.5% |
| Lazard U.S. Realty Equity Portfolio Open | $20.2 | 11.7% | 15.9% | 47.8% | 1.5% |
| American Century Real Estate Fund Investor | $687.3 | 10.5% | 15.6% | 44.2% | 1.2% |
| EII Realty Securities Fund Institutional | $23.9 | 10.9% | 15.4% | 42.5% | 1.4% |
| Delaware Real Estate Investment Trust Portfolio II | $3.5 | 10.5% | 14.6% | 39.6% | 1.0% |
| SSgA Tuckerman Active REIT Fund | $60.6 | 10.9% | 14.6% | 40.0% | 1.0% |
| iShares FTSE Nareit Residential Plus Capped Index Fund | $176.3 | 6.0% | 14.5% | 41.7% | 0.5% |
| Goldman Sachs Real Estate Securities Fund A | $183.1 | 10.4% | 14.3% | 40.6% | 1.4% |
| Delaware Real Estate Investment Trust Portfolio A | $81.9 | 10.6% | 14.3% | 39.7% | 1.5% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| iShares FTSE Nareit Mortgage Plus Capped Index Fund | $297.5 | 10.2% | 0.4% | 13.9% | 0.5% |
| iShares FTSE Nareit Industrial/Office Capped Index Fund | $9.9 | 14.5% | 3.2% | 36.0% | 0.5% |
| PowerShares KBW Premium Yield Equity REIT Portfolio | $7.7 | 12.9% | 3.9% | N/A | 0.4% |
| Guggenheim Real Estate Fund C | $2.2 | 10.9% | 4.6% | 33.9% | 2.4% |
| Lazard U.S. Realty Income Portfolio Open | $12.9 | 10.1% | 5.3% | 42.0% | 1.5% |
| Dow Jones U.S. Select REIT Total Return | 10.8% | 13.5% | 44.5% |
Science and technology
| Top 10 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| iShares Dow Jones U.S. Technology Sector Index Fund | $1,769.4 | 21.9% | 17.8% | 28.7% | 0.5% |
| Select Sector Technology Select Sector SPDR Fund | $9,815.2 | 18.8% | 17.6% | 26.3% | 0.2% |
| Vanguard Information Technology Index Fund ETF | $2,471.0 | 20.9% | 16.5% | 28.9% | 0.2% |
| Fidelity Select Software & Computer Services Portfolio | $1,809.9 | 20.4% | 16.5% | 31.9% | 0.8% |
| Icon Information Technology Fund S | $79.3 | 20.3% | 16.4% | 27.1% | 1.3% |
| FocusShares Morningstar Technology Index ETF | $7.3 | 21.6% | 16.3% | N/A | 0.2% |
| Red Oak Technology Select Fund | $83.8 | 17.3% | 13.7% | 32.7% | 1.3% |
| Fidelity Select Computers Portfolio | $850.1 | 25.3% | 13.5% | 36.0% | 0.9% |
| MFS Technology Fund A | $147.3 | 18.4% | 13.4% | 31.7% | 1.5% |
| iShares S&P North American Technology Sector Index Fund | $435.6 | 19.4% | 13.2% | 27.1% | 0.5% |
| Bottom 5 | Net assets ($M) | 3-month return | 1-year return | 3-year return | Net prospectus expense ratio |
|---|---|---|---|---|---|
| PowerShares Lux Nanotech Portfolio | $22.9 | 8.0% | -31.1% | -2.1% | 0.7% |
| Fidelity Advisor Communications Equipment Fund A | $5.1 | 15.2% | -13.5% | 26.7% | 1.4% |
| Fidelity Select Communications Equipment Portfolio | $319.0 | 15.1% | -11.6% | 27.7% | 0.9% |
| SPDR S&P Semiconductor ETF | $55.1 | 18.5% | -9.9% | 25.2% | 0.4% |
| Guggenheim Electronics Fund Investor | $5.8 | 16.9% | -9.1% | 18.9% | 1.4% |
| S&P NA Technology Sector Total Return | 19.6% | 13.7% | 27.7% |
As of March 31. Ranking is based on unrounded figures. Distinct classes only. Three-year returns are annualized. N/A = not available (fund has been in operation for less than three years). Source: Lipper
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