MHELX vs. FKINX
MHELX (MH Elite Small Cap Fund of Funds Fund) and FKINX (Franklin Income Fund Class A1) are both Diversified Portfolio funds. Over the past 10 years, MHELX returned 9.42%/yr vs 7.54%/yr for FKINX. A 0.57 correlation means they provide meaningful diversification when combined. MHELX charges 1.25%/yr vs 0.62%/yr for FKINX.
Performance
MHELX vs. FKINX - Performance Comparison
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Returns By Period
In the year-to-date period, MHELX achieves a 19.08% return, which is significantly higher than FKINX's 4.75% return. Over the past 10 years, MHELX has outperformed FKINX with an annualized return of 9.42%, while FKINX has yielded a comparatively lower 7.54% annualized return.
MHELX
- 1D
- -1.48%
- 1M
- 2.25%
- YTD
- 19.08%
- 6M
- 17.64%
- 1Y
- 36.89%
- 3Y*
- 15.52%
- 5Y*
- 4.78%
- 10Y*
- 9.42%
FKINX
- 1D
- 0.39%
- 1M
- 0.05%
- YTD
- 4.75%
- 6M
- 4.75%
- 1Y
- 12.43%
- 3Y*
- 10.15%
- 5Y*
- 6.33%
- 10Y*
- 7.54%
MHELX vs. FKINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MHELX MH Elite Small Cap Fund of Funds Fund | 19.08% | 3.45% | 12.51% | 16.30% | -20.27% | 14.07% | 20.57% | 22.49% | -12.76% | 12.42% |
FKINX Franklin Income Fund Class A1 | 4.75% | 12.24% | 7.12% | 8.65% | -5.29% | 17.21% | 3.57% | 15.75% | -5.54% | 8.43% |
Correlation
The correlation between MHELX and FKINX is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 1998 | 0.57 |
The correlation between MHELX and FKINX shifts across timeframes, from -0.04 (1 year) to 0.57 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MHELX vs. FKINX — Risk / Return Rank
MHELX
FKINX
MHELX vs. FKINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MH Elite Small Cap Fund of Funds Fund (MHELX) and Franklin Income Fund Class A1 (FKINX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MHELX | FKINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.74 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.47 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 4.21 | 3.64 | +0.56 |
| Martin ratioReturn relative to average drawdown | 14.12 | 14.58 | -0.46 |
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Drawdowns
MHELX vs. FKINX - Drawdown Comparison
The maximum MHELX drawdown since its inception was -61.24%, which is greater than FKINX's maximum drawdown of -43.18%. Use the drawdown chart below to compare losses from any high point for MHELX and FKINX.
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Drawdown Indicators
| MHELX | FKINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.24% | -43.18% | -18.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.52% | -3.43% | -5.09% |
Max Drawdown (3Y)Largest decline over 3 years | -30.81% | -7.42% | -23.39% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -13.20% | -18.81% |
Max Drawdown (10Y)Largest decline over 10 years | -39.02% | -23.91% | -15.11% |
Current DrawdownCurrent decline from peak | -1.48% | -0.78% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -12.91% | -3.71% | -9.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 0.85% | +1.68% |
Volatility
MHELX vs. FKINX - Volatility Comparison
MH Elite Small Cap Fund of Funds Fund (MHELX) has a higher volatility of 5.87% compared to Franklin Income Fund Class A1 (FKINX) at 1.70%. This indicates that MHELX's price experiences larger fluctuations and is considered to be riskier than FKINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MHELX | FKINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.87% | 1.70% | +4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 15.86% | 3.87% | +11.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.76% | 5.55% | +14.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.09% | 7.88% | +13.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.99% | 9.21% | +11.78% |
MHELX vs. FKINX - Expense Ratio Comparison
MHELX has a 1.25% expense ratio, which is higher than FKINX's 0.62% expense ratio.
Dividends
MHELX vs. FKINX - Dividend Comparison
MHELX's dividend yield for the trailing twelve months is around 6.06%, more than FKINX's 5.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FKINX Franklin Income Fund Class A1 | 5.55% | 5.58% | 5.59% | 5.52% | 5.22% | 6.52% | 5.22% | 5.11% | 5.34% | 5.04% | 5.19% | 5.71% |
MHELX MH Elite Small Cap Fund of Funds Fund | 6.06% | 0.00% | 2.19% | 0.00% | 14.45% | 5.03% | 2.70% | 6.13% | 0.00% | 5.17% | 5.51% | 6.93% |
Frequently Asked Questions
MHELX and FKINX have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MHELX has higher volatility (5.87%) compared to FKINX (1.70%). In terms of maximum drawdown, MHELX dropped -61.24% vs FKINX's -43.18%.
FKINX currently has the higher Sharpe Ratio (2.26 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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