MHELX vs. QBDSX
Compare and contrast key facts about MH Elite Small Cap Fund of Funds Fund (MHELX) and Quantified Managed Income Fund (QBDSX).
MHELX is managed by MH Elite. It was launched on Aug 31, 1998. QBDSX is managed by Advisors Preferred. It was launched on Aug 8, 2013.
Performance
MHELX vs. QBDSX - Performance Comparison
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MHELX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
QBDSX Quantified Managed Income Fund | -0.38% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 10.50% | -3.17% | 5.05% |
Returns By Period
In the year-to-date period, MHELX achieves a 0.98% return, which is significantly higher than QBDSX's -0.38% return. Over the past 10 years, MHELX has outperformed QBDSX with an annualized return of 7.63%, while QBDSX has yielded a comparatively lower 0.87% annualized return.
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%
QBDSX
- 1D
- 0.38%
- 1M
- -2.35%
- YTD
- -0.38%
- 6M
- -1.53%
- 1Y
- 2.25%
- 3Y*
- 2.73%
- 5Y*
- 0.90%
- 10Y*
- 0.87%
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MHELX vs. QBDSX - Expense Ratio Comparison
MHELX has a 1.25% expense ratio, which is lower than QBDSX's 1.31% expense ratio.
Return for Risk
MHELX vs. QBDSX — Risk / Return Rank
MHELX
QBDSX
MHELX vs. QBDSX - 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 Quantified Managed Income Fund (QBDSX). 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.
| MHELX | QBDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.60 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.42 | 0.87 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.11 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 0.89 | +0.63 |
Martin ratioReturn relative to average drawdown | 6.17 | 3.43 | +2.74 |
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
| MHELX | QBDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.60 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.21 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.17 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.15 | +0.15 |
Correlation
The correlation between MHELX and QBDSX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MHELX vs. QBDSX - Dividend Comparison
MHELX's dividend yield for the trailing twelve months is around 7.15%, more than QBDSX's 4.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
QBDSX Quantified Managed Income Fund | 4.49% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |
Drawdowns
MHELX vs. QBDSX - Drawdown Comparison
The maximum MHELX drawdown since its inception was -61.24%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for MHELX and QBDSX.
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Drawdown Indicators
| MHELX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.24% | -18.38% | -42.86% |
Max Drawdown (1Y)Largest decline over 1 year | -13.58% | -3.09% | -10.49% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -7.40% | -24.61% |
Max Drawdown (10Y)Largest decline over 10 years | -39.02% | -18.38% | -20.64% |
Current DrawdownCurrent decline from peak | -8.52% | -8.41% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -13.01% | -6.83% | -6.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 0.80% | +2.56% |
Volatility
MHELX vs. QBDSX - Volatility Comparison
MH Elite Small Cap Fund of Funds Fund (MHELX) has a higher volatility of 6.22% compared to Quantified Managed Income Fund (QBDSX) at 1.40%. This indicates that MHELX's price experiences larger fluctuations and is considered to be riskier than QBDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MHELX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.22% | 1.40% | +4.82% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 2.77% | +12.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 3.77% | +19.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.00% | 4.32% | +16.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 5.26% | +15.67% |