The Investment House Growth Fund (TIHGX)
The central premise of the fund's investment style is "growth at a reasonable price" or "GARP." The fund usually invests in a diversified portfolio of common stocks from small, medium and large capitalization companies. It invests primarily in common stocks. While it is anticipated that the fund will invest across a range of industries, certain sectors are likely to be overweighted compared to others because the Adviser seeks best investment opportunities regardless of sector.
Fund Info
US4613741002
461374100
Dec 28, 2001
$1,000
Large-Cap
Growth
Expense Ratio
TIHGX has a high expense ratio of 1.42%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
The Investment House Growth Fund (TIHGX) returned 1.34% year-to-date (YTD) and 15.54% over the past 12 months. Over the past 10 years, TIHGX delivered an annualized return of 12.69%, outperforming the S&P 500 benchmark at 10.86%.
TIHGX
1.34%
16.89%
1.28%
15.54%
22.18%
15.29%
12.69%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
Monthly Returns
The table below presents the monthly returns of TIHGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.16% | -3.13% | -8.90% | -0.22% | 9.44% | 1.34% | |||||||
| 2024 | 3.25% | 7.82% | 1.79% | -5.04% | 5.73% | 7.50% | -2.00% | 3.56% | 2.02% | 0.02% | 5.06% | -1.22% | 31.44% |
| 2023 | 9.11% | -2.01% | 9.71% | 1.62% | 4.49% | 7.11% | 5.13% | -1.55% | -5.92% | -2.32% | 11.95% | 5.09% | 49.26% |
| 2022 | -9.15% | -7.87% | 3.72% | -13.79% | -2.65% | -8.60% | 12.83% | -4.97% | -11.65% | 4.16% | 3.73% | -7.64% | -37.04% |
| 2021 | -1.68% | 0.72% | 2.39% | 7.01% | -1.00% | 5.98% | 2.71% | 3.79% | -7.06% | 6.52% | -1.28% | 2.25% | 21.26% |
| 2020 | 2.34% | -6.89% | -11.71% | 15.27% | 8.09% | 4.82% | 9.47% | 10.68% | -5.19% | -3.04% | 9.33% | 4.33% | 39.61% |
| 2019 | 10.14% | 3.29% | 3.33% | 4.94% | -7.10% | 6.97% | 2.75% | -1.76% | -1.24% | 1.68% | 4.29% | 2.50% | 32.82% |
| 2018 | 7.36% | -2.83% | -2.97% | 1.21% | 5.77% | 0.48% | 1.41% | 5.58% | -0.00% | -9.94% | 1.40% | -10.28% | -4.47% |
| 2017 | 4.81% | 4.70% | 1.39% | 3.32% | 4.29% | -0.24% | 3.50% | 1.26% | 0.43% | 4.41% | 1.53% | 0.46% | 34.06% |
| 2016 | -6.06% | 0.51% | 6.56% | -2.37% | 3.13% | -2.39% | 5.26% | 0.58% | 1.70% | -1.95% | 0.25% | 0.75% | 5.41% |
| 2015 | -1.91% | 5.58% | -1.47% | -1.19% | 1.86% | -1.90% | 3.22% | -6.99% | -3.60% | 10.48% | -11.61% | -0.90% | -9.77% |
| 2014 | -2.72% | 5.77% | -3.06% | -0.98% | 2.28% | 3.62% | -2.93% | 5.27% | -0.44% | 1.68% | 3.81% | -3.18% | 8.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TIHGX is 64, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Investment House Growth Fund (TIHGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the The Investment House Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the The Investment House Growth Fund was 57.20%, occurring on Mar 9, 2009. Recovery took 749 trading sessions.
The current The Investment House Growth Fund drawdown is 5.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.2% | Nov 1, 2007 | 338 | Mar 9, 2009 | 749 | Feb 27, 2012 | 1087 |
| -40.66% | Nov 22, 2021 | 240 | Nov 3, 2022 | 315 | Feb 7, 2024 | 555 |
| -31.61% | Feb 20, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -25.51% | Jul 21, 2015 | 140 | Feb 8, 2016 | 302 | Apr 20, 2017 | 442 |
| -22.85% | Feb 18, 2025 | 36 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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