CSHZX Mutual Fund

CSHZX Mutual Fund

NAV$14.06
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Returns Overview

1 Month
+3.71%
3 Months
+9.23%
6 Months
+13.35%
YTD
+32.47%
1 Year
+31.73%
3 Years (annualized)
+26.90%
5 Years (annualized)
+24.27%
10 Years (annualized)
+10.46%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Cushing MLP Premier Tiered Index
This Mutual Fund (YTD)
+32.47%
Peer Avg (YTD)
+25.30%
vs Peers
+7.17%

CSHZX Mutual Fund Performance

CSHZX performance across multiple time periods: 1-month 3.71%, YTD 32.47%, 1-year 31.73%, 3-year 26.90%, 5-year 24.27%, 10-year 10.46%.

CSHZX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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