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CENTX vs. MHEIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CENTX vs. MHEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Centerstone Investors Fund (CENTX) and MH Elite Income Fund of Funds (MHEIX). The values are adjusted to include any dividend payments, if applicable.

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CENTX vs. MHEIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CENTX
Centerstone Investors Fund
2.97%24.41%-0.04%7.56%-11.05%10.67%3.64%17.70%-9.14%13.82%
MHEIX
MH Elite Income Fund of Funds
-0.74%4.76%5.98%7.55%-9.83%2.44%5.27%11.10%-3.24%5.40%

Returns By Period

In the year-to-date period, CENTX achieves a 2.97% return, which is significantly higher than MHEIX's -0.74% return.


CENTX

1D
0.00%
1M
0.00%
YTD
2.97%
6M
5.96%
1Y
19.55%
3Y*
9.06%
5Y*
4.48%
10Y*

MHEIX

1D
-0.19%
1M
-2.77%
YTD
-0.74%
6M
0.72%
1Y
6.83%
3Y*
5.17%
5Y*
1.93%
10Y*
3.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CENTX vs. MHEIX - Expense Ratio Comparison

CENTX has a 1.10% expense ratio, which is lower than MHEIX's 1.25% expense ratio.


Return for Risk

CENTX vs. MHEIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CENTX
CENTX Risk / Return Rank: 9191
Overall Rank
CENTX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
CENTX Sortino Ratio Rank: 9292
Sortino Ratio Rank
CENTX Omega Ratio Rank: 9292
Omega Ratio Rank
CENTX Calmar Ratio Rank: 8585
Calmar Ratio Rank
CENTX Martin Ratio Rank: 9393
Martin Ratio Rank

MHEIX
MHEIX Risk / Return Rank: 6060
Overall Rank
MHEIX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
MHEIX Sortino Ratio Rank: 5757
Sortino Ratio Rank
MHEIX Omega Ratio Rank: 8181
Omega Ratio Rank
MHEIX Calmar Ratio Rank: 6262
Calmar Ratio Rank
MHEIX Martin Ratio Rank: 4343
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CENTX vs. MHEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Centerstone Investors Fund (CENTX) and MH Elite Income Fund of Funds (MHEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CENTXMHEIXDifference

Sharpe ratio

Return per unit of total volatility

1.93

1.06

+0.86

Sortino ratio

Return per unit of downside risk

2.75

1.54

+1.21

Omega ratio

Gain probability vs. loss probability

1.43

1.32

+0.11

Calmar ratio

Return relative to maximum drawdown

2.13

1.46

+0.67

Martin ratio

Return relative to average drawdown

11.74

4.43

+7.31

CENTX vs. MHEIX - Sharpe Ratio Comparison

The current CENTX Sharpe Ratio is 1.93, which is higher than the MHEIX Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of CENTX and MHEIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CENTXMHEIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.93

1.06

+0.86

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.35

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.56

-0.09

Correlation

The correlation between CENTX and MHEIX is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

CENTX vs. MHEIX - Dividend Comparison

CENTX's dividend yield for the trailing twelve months is around 4.41%, more than MHEIX's 3.82% yield.


TTM20252024202320222021202020192018201720162015
CENTX
Centerstone Investors Fund
4.41%4.54%2.39%1.57%1.72%1.26%0.69%2.95%3.46%1.15%0.00%0.00%
MHEIX
MH Elite Income Fund of Funds
3.82%0.00%3.33%2.38%3.17%1.49%2.30%2.21%2.10%1.69%2.48%2.87%

Drawdowns

CENTX vs. MHEIX - Drawdown Comparison

The maximum CENTX drawdown since its inception was -35.29%, which is greater than MHEIX's maximum drawdown of -16.95%. Use the drawdown chart below to compare losses from any high point for CENTX and MHEIX.


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Drawdown Indicators


CENTXMHEIXDifference

Max Drawdown

Largest peak-to-trough decline

-35.29%

-16.95%

-18.34%

Max Drawdown (1Y)

Largest decline over 1 year

-7.41%

-4.54%

-2.87%

Max Drawdown (5Y)

Largest decline over 5 years

-24.40%

-13.62%

-10.78%

Max Drawdown (10Y)

Largest decline over 10 years

-16.95%

Current Drawdown

Current decline from peak

0.00%

-4.54%

+4.54%

Average Drawdown

Average peak-to-trough decline

-6.21%

-2.48%

-3.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.64%

1.50%

+0.14%

Volatility

CENTX vs. MHEIX - Volatility Comparison

The current volatility for Centerstone Investors Fund (CENTX) is 0.00%, while MH Elite Income Fund of Funds (MHEIX) has a volatility of 1.57%. This indicates that CENTX experiences smaller price fluctuations and is considered to be less risky than MHEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CENTXMHEIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

1.57%

-1.57%

Volatility (6M)

Calculated over the trailing 6-month period

5.18%

5.77%

-0.59%

Volatility (1Y)

Calculated over the trailing 1-year period

10.40%

6.46%

+3.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.55%

5.54%

+6.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.07%

5.21%

+7.86%