MHEIX vs. TRXAX
Compare and contrast key facts about MH Elite Income Fund of Funds (MHEIX) and Catalyst/MAP Global Balanced Fund (TRXAX).
MHEIX is managed by MH Elite. It was launched on Aug 14, 2011. TRXAX is managed by Catalyst Mutual Funds. It was launched on Jul 28, 2011.
Performance
MHEIX vs. TRXAX - Performance Comparison
Loading graphics...
MHEIX vs. TRXAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
TRXAX Catalyst/MAP Global Balanced Fund | 2.23% | 16.16% | 4.67% | 5.23% | -7.44% | 9.65% | 3.62% | 11.51% | -3.30% | 11.12% |
Returns By Period
In the year-to-date period, MHEIX achieves a -0.74% return, which is significantly lower than TRXAX's 2.23% return. Over the past 10 years, MHEIX has underperformed TRXAX with an annualized return of 3.06%, while TRXAX has yielded a comparatively higher 5.41% annualized return.
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%
TRXAX
- 1D
- 0.03%
- 1M
- -5.20%
- YTD
- 2.23%
- 6M
- 4.39%
- 1Y
- 14.48%
- 3Y*
- 7.99%
- 5Y*
- 4.90%
- 10Y*
- 5.41%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MHEIX vs. TRXAX - Expense Ratio Comparison
MHEIX has a 1.25% expense ratio, which is higher than TRXAX's 1.22% expense ratio.
Return for Risk
MHEIX vs. TRXAX — Risk / Return Rank
MHEIX
TRXAX
MHEIX vs. TRXAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MH Elite Income Fund of Funds (MHEIX) and Catalyst/MAP Global Balanced Fund (TRXAX). 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.
| MHEIX | TRXAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.98 | -0.91 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.68 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.40 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.55 | -1.09 |
Martin ratioReturn relative to average drawdown | 4.43 | 10.37 | -5.94 |
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
| MHEIX | TRXAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.98 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.63 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.66 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.12 |
Correlation
The correlation between MHEIX and TRXAX is 0.49, 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
MHEIX vs. TRXAX - Dividend Comparison
MHEIX's dividend yield for the trailing twelve months is around 3.82%, more than TRXAX's 2.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
TRXAX Catalyst/MAP Global Balanced Fund | 2.28% | 2.45% | 4.93% | 5.12% | 0.83% | 6.76% | 1.91% | 2.66% | 8.34% | 3.46% | 3.55% | 1.59% |
Drawdowns
MHEIX vs. TRXAX - Drawdown Comparison
The maximum MHEIX drawdown since its inception was -16.95%, smaller than the maximum TRXAX drawdown of -20.50%. Use the drawdown chart below to compare losses from any high point for MHEIX and TRXAX.
Loading graphics...
Drawdown Indicators
| MHEIX | TRXAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.95% | -20.50% | +3.55% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -5.60% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -13.62% | -16.03% | +2.41% |
Max Drawdown (10Y)Largest decline over 10 years | -16.95% | -20.50% | +3.55% |
Current DrawdownCurrent decline from peak | -4.54% | -5.20% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -2.67% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.50% | 1.38% | +0.12% |
Volatility
MHEIX vs. TRXAX - Volatility Comparison
The current volatility for MH Elite Income Fund of Funds (MHEIX) is 1.57%, while Catalyst/MAP Global Balanced Fund (TRXAX) has a volatility of 2.51%. This indicates that MHEIX experiences smaller price fluctuations and is considered to be less risky than TRXAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MHEIX | TRXAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 2.51% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 5.77% | 4.86% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 7.42% | -0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.54% | 7.88% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.21% | 8.26% | -3.05% |