VASGX vs. MHELX
VASGX (Vanguard LifeStrategy Growth Fund) and MHELX (MH Elite Small Cap Fund of Funds Fund) are both Diversified Portfolio funds. Over the past 10 years, VASGX returned 11.05%/yr vs 9.53%/yr for MHELX. A 0.76 correlation means they provide meaningful diversification when combined. VASGX charges 0.14%/yr vs 1.25%/yr for MHELX.
Performance
VASGX vs. MHELX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VASGX achieves a 10.19% return, which is significantly lower than MHELX's 20.27% return. Over the past 10 years, VASGX has outperformed MHELX with an annualized return of 11.05%, while MHELX has yielded a comparatively lower 9.53% annualized return.
VASGX
- 1D
- -0.16%
- 1M
- 1.45%
- YTD
- 10.19%
- 6M
- 9.63%
- 1Y
- 23.77%
- 3Y*
- 17.41%
- 5Y*
- 8.92%
- 10Y*
- 11.05%
MHELX
- 1D
- 1.30%
- 1M
- 4.02%
- YTD
- 20.27%
- 6M
- 19.08%
- 1Y
- 40.05%
- 3Y*
- 15.91%
- 5Y*
- 5.29%
- 10Y*
- 9.53%
VASGX vs. MHELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 10.19% | 19.65% | 12.95% | 18.76% | -17.21% | 14.35% | 15.45% | 23.14% | -6.89% | 19.21% |
MHELX MH Elite Small Cap Fund of Funds Fund | 20.27% | 3.45% | 12.51% | 16.30% | -20.27% | 14.07% | 20.57% | 22.49% | -12.76% | 12.42% |
Correlation
The correlation between VASGX and MHELX 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 | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 1998 | 0.76 |
Over the past year, the correlation between VASGX and MHELX has dropped to 0.04 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VASGX vs. MHELX — Risk / Return Rank
VASGX
MHELX
VASGX vs. MHELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and MH Elite Small Cap Fund of Funds Fund (MHELX). 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.
| VASGX | MHELX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.38 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 4.70 | -1.67 |
| Martin ratioReturn relative to average drawdown | 13.08 | 15.78 | -2.71 |
Loading charts...
Drawdowns
VASGX vs. MHELX - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, smaller than the maximum MHELX drawdown of -61.24%. Use the drawdown chart below to compare losses from any high point for VASGX and MHELX.
Loading charts...
Drawdown Indicators
| VASGX | MHELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.16% | -61.24% | +10.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -8.52% | +0.35% |
Max Drawdown (3Y)Largest decline over 3 years | -12.89% | -30.81% | +17.92% |
Max Drawdown (5Y)Largest decline over 5 years | -24.43% | -32.01% | +7.58% |
Max Drawdown (10Y)Largest decline over 10 years | -28.53% | -39.02% | +10.49% |
Current DrawdownCurrent decline from peak | -0.60% | -0.20% | -0.40% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -12.91% | +5.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 2.53% | -0.64% |
Volatility
VASGX vs. MHELX - Volatility Comparison
The current volatility for Vanguard LifeStrategy Growth Fund (VASGX) is 4.37%, while MH Elite Small Cap Fund of Funds Fund (MHELX) has a volatility of 5.83%. This indicates that VASGX experiences smaller price fluctuations and is considered to be less risky than MHELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VASGX | MHELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 5.83% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 15.78% | -6.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.00% | 19.73% | -8.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.88% | 21.09% | -8.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.52% | 21.02% | -7.50% |
VASGX vs. MHELX - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is lower than MHELX's 1.25% expense ratio.
Dividends
VASGX vs. MHELX - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 3.72%, less than MHELX's 6.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MHELX MH Elite Small Cap Fund of Funds Fund | 6.00% | 0.00% | 2.19% | 0.00% | 14.45% | 5.03% | 2.70% | 6.13% | 0.00% | 5.17% | 5.51% | 6.93% |
VASGX Vanguard LifeStrategy Growth Fund | 3.72% | 4.09% | 6.15% | 3.00% | 2.10% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% |
Frequently Asked Questions
VASGX and MHELX 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 (5.83%) compared to VASGX (4.37%). In terms of maximum drawdown, VASGX dropped -51.16% vs MHELX's -61.24%.
VASGX currently has the higher Sharpe Ratio (2.25 vs 2.03), 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.
Find the right allocation for VASGX and MHELX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer