MHEFX vs. MHELX
Compare and contrast key facts about MH Elite Fund of Funds Fund (MHEFX) and MH Elite Small Cap Fund of Funds Fund (MHELX).
MHEFX is managed by MH Elite. It was launched on Jan 12, 2004. MHELX is managed by MH Elite. It was launched on Aug 31, 1998.
Performance
MHEFX vs. MHELX - Performance Comparison
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MHEFX vs. MHELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MHEFX MH Elite Fund of Funds Fund | -13.93% | 4.23% | 18.30% | 19.54% | -20.68% | 19.81% | 19.79% | 25.20% | -10.95% | 20.45% |
MHELX MH Elite Small Cap Fund of Funds Fund | 0.98% | 3.45% | 12.51% | 16.30% | -20.27% | 14.07% | 20.57% | 22.49% | -12.76% | 12.42% |
Returns By Period
In the year-to-date period, MHEFX achieves a -13.93% return, which is significantly lower than MHELX's 0.98% return. Both investments have delivered pretty close results over the past 10 years, with MHEFX having a 7.66% annualized return and MHELX not far behind at 7.63%.
MHEFX
- 1D
- -0.24%
- 1M
- -7.28%
- YTD
- -13.93%
- 6M
- -12.10%
- 1Y
- 1.47%
- 3Y*
- 6.58%
- 5Y*
- 2.54%
- 10Y*
- 7.66%
MHELX
- 1D
- -1.62%
- 1M
- -7.42%
- YTD
- 0.98%
- 6M
- 3.98%
- 1Y
- 23.34%
- 3Y*
- 9.50%
- 5Y*
- 2.30%
- 10Y*
- 7.63%
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MHEFX vs. MHELX - Expense Ratio Comparison
Both MHEFX and MHELX have an expense ratio of 1.25%.
Return for Risk
MHEFX vs. MHELX — Risk / Return Rank
MHEFX
MHELX
MHEFX vs. MHELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MH Elite Fund of Funds Fund (MHEFX) and MH Elite Small Cap Fund of Funds Fund (MHELX). 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.
| MHEFX | MHELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.10 | 1.01 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.28 | 1.42 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.22 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.05 | 1.53 | -1.58 |
Martin ratioReturn relative to average drawdown | -0.16 | 6.17 | -6.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MHEFX | MHELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 1.01 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.11 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.26 | 0.37 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.30 | -0.08 |
Correlation
The correlation between MHEFX and MHELX is 0.87, 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
MHEFX vs. MHELX - Dividend Comparison
MHEFX has not paid dividends to shareholders, while MHELX's dividend yield for the trailing twelve months is around 7.15%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHEFX MH Elite Fund of Funds Fund | 0.00% | 0.00% | 4.93% | 0.00% | 12.46% | 5.78% | 3.47% | 3.00% | 0.05% | 1.83% | 6.71% | 18.17% |
MHELX MH Elite Small Cap Fund of Funds Fund | 7.15% | 0.00% | 2.19% | 0.00% | 14.45% | 5.03% | 2.70% | 6.13% | 0.00% | 5.17% | 5.51% | 6.93% |
Drawdowns
MHEFX vs. MHELX - Drawdown Comparison
The maximum MHEFX drawdown since its inception was -54.87%, smaller than the maximum MHELX drawdown of -61.24%. Use the drawdown chart below to compare losses from any high point for MHEFX and MHELX.
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Drawdown Indicators
| MHEFX | MHELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.87% | -61.24% | +6.37% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -13.58% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -38.85% | -32.01% | -6.84% |
Max Drawdown (10Y)Largest decline over 10 years | -38.85% | -39.02% | +0.17% |
Current DrawdownCurrent decline from peak | -15.60% | -8.52% | -7.08% |
Average DrawdownAverage peak-to-trough decline | -9.59% | -13.01% | +3.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 3.36% | +1.83% |
Volatility
MHEFX vs. MHELX - Volatility Comparison
The current volatility for MH Elite Fund of Funds Fund (MHEFX) is 4.02%, while MH Elite Small Cap Fund of Funds Fund (MHELX) has a volatility of 6.22%. This indicates that MHEFX experiences smaller price fluctuations and is considered to be less risky than MHELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MHEFX | MHELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 6.22% | -2.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 15.72% | -4.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 23.03% | -4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.31% | 21.00% | +16.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.41% | 20.93% | +8.48% |