CSHTX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+0.15%
3 Months
+0.99%
6 Months
+1.46%
YTD
+1.46%
1 Year
+3.99%
3 Years (annualized)
+5.43%
5 Years (annualized)
+2.98%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSHTX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Ex Government Bond Index
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+3.23%
vs Peers
-1.77%

CSHTX Mutual Fund Performance

CSHTX performance across multiple time periods: 1-month 0.15%, YTD 1.46%, 1-year 3.99%, 3-year 5.43%, 5-year 2.98%, 10-year 2.53%.

CSHTX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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