MUHLX vs. DHAMX
Compare and contrast key facts about Muhlenkamp Fund (MUHLX) and Centre American Select Equity Fund (DHAMX).
MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988. DHAMX is managed by Centre Funds. It was launched on Dec 21, 2011.
Performance
MUHLX vs. DHAMX - Performance Comparison
Loading graphics...
MUHLX vs. DHAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MUHLX Muhlenkamp Fund | 6.53% | 17.82% | 3.38% | 13.92% | 2.89% | 28.98% | 11.96% | 14.39% | -13.29% | 18.78% |
DHAMX Centre American Select Equity Fund | 4.86% | 19.37% | 1.33% | 14.91% | -3.34% | 27.41% | 30.79% | 16.38% | -3.82% | 25.26% |
Returns By Period
In the year-to-date period, MUHLX achieves a 6.53% return, which is significantly higher than DHAMX's 4.86% return. Over the past 10 years, MUHLX has underperformed DHAMX with an annualized return of 10.41%, while DHAMX has yielded a comparatively higher 12.78% annualized return.
MUHLX
- 1D
- -0.61%
- 1M
- -7.71%
- YTD
- 6.53%
- 6M
- 8.32%
- 1Y
- 20.95%
- 3Y*
- 13.50%
- 5Y*
- 11.73%
- 10Y*
- 10.41%
DHAMX
- 1D
- -1.20%
- 1M
- -8.07%
- YTD
- 4.86%
- 6M
- 13.32%
- 1Y
- 32.49%
- 3Y*
- 11.47%
- 5Y*
- 10.62%
- 10Y*
- 12.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MUHLX vs. DHAMX - Expense Ratio Comparison
MUHLX has a 1.14% expense ratio, which is lower than DHAMX's 1.46% expense ratio.
Return for Risk
MUHLX vs. DHAMX — Risk / Return Rank
MUHLX
DHAMX
MUHLX vs. DHAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Muhlenkamp Fund (MUHLX) and Centre American Select Equity Fund (DHAMX). 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.
| MUHLX | DHAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 1.69 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.79 | 2.37 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.94 | 2.65 | -0.71 |
Martin ratioReturn relative to average drawdown | 7.09 | 9.91 | -2.82 |
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
| MUHLX | DHAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 1.69 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.61 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.74 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.80 | -0.28 |
Correlation
The correlation between MUHLX and DHAMX is 0.82, 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
MUHLX vs. DHAMX - Dividend Comparison
MUHLX's dividend yield for the trailing twelve months is around 3.13%, less than DHAMX's 34.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUHLX Muhlenkamp Fund | 3.13% | 3.34% | 0.58% | 0.89% | 6.80% | 7.77% | 10.28% | 1.26% | 14.70% | 4.30% | 0.00% | 11.02% |
DHAMX Centre American Select Equity Fund | 34.38% | 36.05% | 0.00% | 2.58% | 1.37% | 16.31% | 4.52% | 9.94% | 22.37% | 13.14% | 3.57% | 11.03% |
Drawdowns
MUHLX vs. DHAMX - Drawdown Comparison
The maximum MUHLX drawdown since its inception was -62.05%, which is greater than DHAMX's maximum drawdown of -28.47%. Use the drawdown chart below to compare losses from any high point for MUHLX and DHAMX.
Loading graphics...
Drawdown Indicators
| MUHLX | DHAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.05% | -28.47% | -33.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -11.65% | +1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -18.63% | -28.47% | +9.84% |
Max Drawdown (10Y)Largest decline over 10 years | -40.85% | -28.47% | -12.38% |
Current DrawdownCurrent decline from peak | -7.88% | -9.84% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -10.81% | -4.19% | -6.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 3.11% | -0.30% |
Volatility
MUHLX vs. DHAMX - Volatility Comparison
Muhlenkamp Fund (MUHLX) and Centre American Select Equity Fund (DHAMX) have volatilities of 5.35% and 5.11%, 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
| MUHLX | DHAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.11% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.84% | 12.36% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 19.74% | -3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.73% | 17.61% | -2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 17.25% | -0.23% |