CSHTX Mutual Fund

CSHTX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
+0.35%
3 Months
+0.60%
6 Months
+0.98%
YTD
+1.91%
1 Year
+3.30%
3 Years (annualized)
+5.25%
5 Years (annualized)
+3.04%
10 Years (annualized)
+2.59%

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)
+1.91%
Peer Avg (YTD)
+2.15%
vs Peers
-0.24%

CSHTX Mutual Fund Performance

CSHTX performance across multiple time periods: 1-month 0.35%, YTD 1.91%, 1-year 3.30%, 3-year 5.25%, 5-year 3.04%, 10-year 2.59%.

CSHTX returns trail the peer average of 2.15% 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.