CSHAX Mutual Fund

NAV$12.52

Returns Overview

1 Month
+2.54%
3 Months
+2.24%
6 Months
+24.25%
YTD
+22.84%
1 Year
+23.46%
3 Years (annualized)
+26.28%
5 Years (annualized)
+21.03%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSHAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Cushing MLP Premier Tiered Index
This Mutual Fund (YTD)
+22.84%
Peer Avg (YTD)
+14.02%
vs Peers
+8.82%

CSHAX Mutual Fund Performance

CSHAX performance across multiple time periods: 1-month 2.54%, YTD 22.84%, 1-year 23.46%, 3-year 26.28%, 5-year 21.03%, 10-year 9.22%.

CSHAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

CSHAX performance comparison shows side-by-side returns with another fund. CSHAX alternatives are available in the Mutual Fund Screener.