CSHZX Mutual Fund

CSHZX Mutual Fund

NAV$14.57
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Returns Overview

1 Month
+2.71%
3 Months
+1.81%
6 Months
+19.12%
YTD
+27.73%
1 Year
+27.05%
3 Years (annualized)
+25.44%
5 Years (annualized)
+23.19%
10 Years (annualized)
+10.10%

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)
+27.73%
Peer Avg (YTD)
+19.98%
vs Peers
+7.75%

CSHZX Mutual Fund Performance

CSHZX performance across multiple time periods: 1-month 2.71%, YTD 27.73%, 1-year 27.05%, 3-year 25.44%, 5-year 23.19%, 10-year 10.10%.

CSHZX returns outperform the peer average of 19.98% 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.