CSHTX Mutual Fund

CSHTX Mutual Fund

NAV$9.73
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Returns Overview

1 Month
+0.09%
3 Months
+0.72%
6 Months
+1.17%
YTD
+1.55%
1 Year
+3.77%
3 Years (annualized)
+5.27%
5 Years (annualized)
+3.01%
10 Years (annualized)
+2.71%

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
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
Bloomberg US Aggregate Ex Government Bond Index
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+0.12%
vs Peers
+1.43%

CSHTX Mutual Fund Performance

CSHTX performance across multiple time periods: 1-month 0.09%, YTD 1.55%, 1-year 3.77%, 3-year 5.27%, 5-year 3.01%, 10-year 2.71%.

CSHTX returns outperform the peer average of 0.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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