PDSYX vs. MHEIX
Compare and contrast key facts about Principal Diversified Select Real Asset Fund (PDSYX) and MH Elite Income Fund of Funds (MHEIX).
PDSYX is managed by Principal Funds. It was launched on Jul 2, 2019. MHEIX is managed by MH Elite. It was launched on Aug 14, 2011.
Performance
PDSYX vs. MHEIX - Performance Comparison
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PDSYX vs. MHEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PDSYX Principal Diversified Select Real Asset Fund | 3.24% | 7.90% | 3.65% | 2.45% | -5.36% | 14.81% | 2.43% | 4.08% |
MHEIX MH Elite Income Fund of Funds | -0.74% | 4.76% | 5.98% | 7.55% | -9.83% | 2.44% | 5.27% | 2.87% |
Returns By Period
In the year-to-date period, PDSYX achieves a 3.24% return, which is significantly higher than MHEIX's -0.74% return.
PDSYX
- 1D
- 0.04%
- 1M
- -1.39%
- YTD
- 3.24%
- 6M
- 4.72%
- 1Y
- 10.25%
- 3Y*
- 5.56%
- 5Y*
- 4.38%
- 10Y*
- —
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%
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PDSYX vs. MHEIX - Expense Ratio Comparison
PDSYX has a 1.20% expense ratio, which is lower than MHEIX's 1.25% expense ratio.
Return for Risk
PDSYX vs. MHEIX — Risk / Return Rank
PDSYX
MHEIX
PDSYX vs. MHEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Diversified Select Real Asset Fund (PDSYX) and MH Elite Income Fund of Funds (MHEIX). 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.
| PDSYX | MHEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.06 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.54 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.32 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.46 | +0.47 |
Martin ratioReturn relative to average drawdown | 16.97 | 4.43 | +12.54 |
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
| PDSYX | MHEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.06 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.35 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.56 | -0.01 |
Correlation
The correlation between PDSYX and MHEIX is 0.50, 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
PDSYX vs. MHEIX - Dividend Comparison
PDSYX's dividend yield for the trailing twelve months is around 1.79%, less than MHEIX's 3.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDSYX Principal Diversified Select Real Asset Fund | 1.79% | 1.85% | 2.18% | 2.06% | 1.58% | 7.46% | 2.70% | 1.21% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
PDSYX vs. MHEIX - Drawdown Comparison
The maximum PDSYX drawdown since its inception was -30.01%, which is greater than MHEIX's maximum drawdown of -16.95%. Use the drawdown chart below to compare losses from any high point for PDSYX and MHEIX.
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Drawdown Indicators
| PDSYX | MHEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.01% | -16.95% | -13.06% |
Max Drawdown (1Y)Largest decline over 1 year | -5.32% | -4.54% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -10.95% | -13.62% | +2.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.95% | — |
Current DrawdownCurrent decline from peak | -1.53% | -4.54% | +3.01% |
Average DrawdownAverage peak-to-trough decline | -4.46% | -2.48% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 1.50% | -0.90% |
Volatility
PDSYX vs. MHEIX - Volatility Comparison
The current volatility for Principal Diversified Select Real Asset Fund (PDSYX) is 1.07%, while MH Elite Income Fund of Funds (MHEIX) has a volatility of 1.57%. This indicates that PDSYX experiences smaller price fluctuations and is considered to be less risky than MHEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDSYX | MHEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 1.57% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 2.23% | 5.77% | -3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.83% | 6.46% | +0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 5.54% | +0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.82% | 5.21% | +3.61% |