CSHAX Mutual Fund

CSHAX Mutual Fund

NAV$13.31
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Returns Overview

1 Month
+2.65%
3 Months
+1.75%
6 Months
+18.97%
YTD
+27.54%
1 Year
+26.69%
3 Years (annualized)
+25.12%
5 Years (annualized)
+22.54%
10 Years (annualized)
+9.41%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Cushing MLP Premier Tiered Index
This Mutual Fund (YTD)
+27.54%
Peer Avg (YTD)
+19.98%
vs Peers
+7.56%

CSHAX Mutual Fund Performance

CSHAX performance across multiple time periods: 1-month 2.65%, YTD 27.54%, 1-year 26.69%, 3-year 25.12%, 5-year 22.54%, 10-year 9.41%.

CSHAX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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