JNSMX vs. MHESX
Compare and contrast key facts about Janus Henderson Global Allocation Fund - Moderate (JNSMX) and MH Elite Select Portfolio of Funds Fund (MHESX).
JNSMX is managed by Janus Henderson. It was launched on Dec 29, 2005. MHESX is managed by MH Elite. It was launched on Apr 5, 2006.
Performance
JNSMX vs. MHESX - Performance Comparison
Loading graphics...
JNSMX vs. MHESX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNSMX Janus Henderson Global Allocation Fund - Moderate | -1.94% | 15.72% | 8.87% | 11.71% | -17.38% | 7.25% | 14.46% | 15.62% | -6.57% | 16.27% |
MHESX MH Elite Select Portfolio of Funds Fund | -1.38% | 17.63% | 0.77% | 12.54% | -26.14% | 6.62% | 20.24% | 20.22% | -17.04% | 21.72% |
Returns By Period
In the year-to-date period, JNSMX achieves a -1.94% return, which is significantly lower than MHESX's -1.38% return. Over the past 10 years, JNSMX has outperformed MHESX with an annualized return of 6.03%, while MHESX has yielded a comparatively lower 4.60% annualized return.
JNSMX
- 1D
- 1.94%
- 1M
- -4.16%
- YTD
- -1.94%
- 6M
- -0.20%
- 1Y
- 13.01%
- 3Y*
- 9.52%
- 5Y*
- 3.50%
- 10Y*
- 6.03%
MHESX
- 1D
- -0.15%
- 1M
- -8.64%
- YTD
- -1.38%
- 6M
- 2.38%
- 1Y
- 19.22%
- 3Y*
- 7.78%
- 5Y*
- 0.24%
- 10Y*
- 4.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JNSMX vs. MHESX - Expense Ratio Comparison
JNSMX has a 0.25% expense ratio, which is higher than MHESX's 0.21% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
JNSMX vs. MHESX — Risk / Return Rank
JNSMX
MHESX
JNSMX vs. MHESX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Allocation Fund - Moderate (JNSMX) and MH Elite Select Portfolio of Funds Fund (MHESX). 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.
| JNSMX | MHESX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.30 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.79 | 1.95 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.29 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.35 | +0.34 |
Martin ratioReturn relative to average drawdown | 7.32 | 6.14 | +1.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JNSMX | MHESX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.30 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.02 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.31 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.18 | +0.29 |
Correlation
The correlation between JNSMX and MHESX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JNSMX vs. MHESX - Dividend Comparison
JNSMX's dividend yield for the trailing twelve months is around 6.02%, while MHESX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNSMX Janus Henderson Global Allocation Fund - Moderate | 6.02% | 5.90% | 4.28% | 1.53% | 2.96% | 13.36% | 4.49% | 5.72% | 4.86% | 7.24% | 1.87% | 9.16% |
MHESX MH Elite Select Portfolio of Funds Fund | 0.00% | 0.00% | 0.94% | 0.20% | 6.43% | 4.56% | 4.72% | 1.74% | 0.75% | 2.41% | 3.16% | 2.85% |
Drawdowns
JNSMX vs. MHESX - Drawdown Comparison
The maximum JNSMX drawdown since its inception was -39.85%, smaller than the maximum MHESX drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for JNSMX and MHESX.
Loading graphics...
Drawdown Indicators
| JNSMX | MHESX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.85% | -46.01% | +6.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.85% | -10.87% | +3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.15% | -36.05% | +10.90% |
Max Drawdown (10Y)Largest decline over 10 years | -25.15% | -36.05% | +10.90% |
Current DrawdownCurrent decline from peak | -5.19% | -8.64% | +3.45% |
Average DrawdownAverage peak-to-trough decline | -5.98% | -11.76% | +5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 2.74% | -0.92% |
Volatility
JNSMX vs. MHESX - Volatility Comparison
Janus Henderson Global Allocation Fund - Moderate (JNSMX) and MH Elite Select Portfolio of Funds Fund (MHESX) have volatilities of 4.33% and 4.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JNSMX | MHESX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 4.36% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 6.59% | 7.93% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.64% | 15.57% | -4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.37% | 15.16% | -4.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.11% | 14.78% | -4.67% |