CSHZX Mutual Fund

NAV$13.94

Returns Overview

1 Month
+2.54%
3 Months
+2.27%
6 Months
+24.36%
YTD
+22.96%
1 Year
+23.73%
3 Years (annualized)
+26.53%
5 Years (annualized)
+21.67%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSHZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Cushing MLP Premier Tiered Index
This Mutual Fund (YTD)
+22.96%
Peer Avg (YTD)
+14.02%
vs Peers
+8.94%

CSHZX Mutual Fund Performance

CSHZX performance across multiple time periods: 1-month 2.54%, YTD 22.96%, 1-year 23.73%, 3-year 26.53%, 5-year 21.67%, 10-year 9.91%.

CSHZX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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