CSHCX Mutual Fund

CSHCX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
+2.64%
3 Months
+1.52%
6 Months
+18.55%
YTD
+26.99%
1 Year
+25.89%
3 Years (annualized)
+24.24%
5 Years (annualized)
+22.01%
10 Years (annualized)
+9.02%

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
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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)
+26.99%
Peer Avg (YTD)
+19.98%
vs Peers
+7.01%

CSHCX Mutual Fund Performance

CSHCX performance across multiple time periods: 1-month 2.64%, YTD 26.99%, 1-year 25.89%, 3-year 24.24%, 5-year 22.01%, 10-year 9.02%.

CSHCX returns outperform the peer average of 19.98% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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