CSHCX Mutual Fund

CSHCX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
-7.41%
3 Months
-1.50%
6 Months
+0.53%
YTD
+20.63%
1 Year
+20.59%
3 Years (annualized)
+25.74%
5 Years (annualized)
+23.09%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CSHCX 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
Cushing MLP Premier Tiered Index
This Mutual Fund (YTD)
+20.63%
Peer Avg (YTD)
+19.29%
vs Peers
+1.34%

CSHCX Mutual Fund Performance

CSHCX performance across multiple time periods: 1-month -7.41%, YTD 20.63%, 1-year 20.59%, 3-year 25.74%, 5-year 23.09%, 10-year 9.38%.

CSHCX returns outperform the peer average of 19.29% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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