CSHAX Mutual Fund

CSHAX Mutual Fund

NAV$12.66
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Returns Overview

1 Month
+3.68%
3 Months
+9.12%
6 Months
+13.25%
YTD
+32.23%
1 Year
+31.44%
3 Years (annualized)
+26.60%
5 Years (annualized)
+23.61%
10 Years (annualized)
+9.77%

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)
+32.23%
Peer Avg (YTD)
+25.30%
vs Peers
+6.93%

CSHAX Mutual Fund Performance

CSHAX performance across multiple time periods: 1-month 3.68%, YTD 32.23%, 1-year 31.44%, 3-year 26.60%, 5-year 23.61%, 10-year 9.77%.

CSHAX returns outperform the peer average of 25.30% 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.