CSHIX Mutual Fund

CSHIX Mutual Fund

NAV$6.08
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Returns Overview

1 Month
-0.24%
3 Months
+1.33%
6 Months
+3.23%
YTD
+3.28%
1 Year
+4.39%
3 Years (annualized)
+6.55%
5 Years (annualized)
+5.36%
10 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSHIX 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
Credit Suisse Leveraged Loan Index(^CSLLI)
This Mutual Fund (YTD)
+3.28%
Peer Avg (YTD)
+0.12%
vs Peers
+3.16%

CSHIX Mutual Fund Performance

CSHIX performance across multiple time periods: 1-month -0.24%, YTD 3.28%, 1-year 4.39%, 3-year 6.55%, 5-year 5.36%, 10-year 4.79%.

CSHIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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