| CSHZX | |
|---|---|
| Total return | +150.55% |
| Annualised (CAGR) | +9.62% |
| Volatility (annualised) | +26.94% |
| Sharpe (rf = 0) | 0.36 |
| Deepest drawdown | -70.14% |
| Drawdown peak → trough | 2017-02-03 → 2020-03-18 |
| Dividend yield (12m distributions) | 9.18% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +150.55% in total (+9.62% a year), with a deepest drawdown of -70.14% from 2017-02-03 to 2020-03-18. Its worst calendar year was 2020 (-28.08%), its best 2024 (+41.93%).
| Year | CSHZX |
|---|---|
| 2026 | +25.37% |
| 2025 | +3.66% |
| 2024 | +41.93% |
| 2023 | +15.17% |
| 2022 | +24.18% |
| 2021 | +38.94% |
| 2020 | -28.08% |
| 2019 | +12.40% |
| 2018 | -12.74% |
| 2017 | -8.18% |
| 2016 | +5.55% |
+150.55% in total, which works out to +9.62% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2020 — its calendar-year return was -28.08% (net of fees, dividends reinvested). Its best year was 2024 (+41.93%).
-70.14%, from a peak on 2017-02-03 to a trough on 2020-03-18. From that trough it took 737 days (about 24.2 months) to climb back to the earlier peak.
Over the last 12 months it distributed 9.18% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say CSHZX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -70.14% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.