CSHCX Mutual Fund

NAV$9.15

Returns Overview

1 Month
+2.46%
3 Months
+2.06%
6 Months
+23.73%
YTD
+22.47%
1 Year
+22.56%
3 Years (annualized)
+25.37%
5 Years (annualized)
+20.50%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSHCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Cushing MLP Premier Tiered Index
This Mutual Fund (YTD)
+22.47%
Peer Avg (YTD)
+14.02%
vs Peers
+8.45%

CSHCX Mutual Fund Performance

CSHCX performance across multiple time periods: 1-month 2.46%, YTD 22.47%, 1-year 22.56%, 3-year 25.37%, 5-year 20.50%, 10-year 8.83%.

CSHCX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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