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The Investment House Growth Fund (TIHGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US4613741002

CUSIP

461374100

Inception Date

Dec 28, 2001

Min. Investment

$1,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

TIHGX has a high expense ratio of 1.42%, indicating above-average management fees.


Expense ratio chart for TIHGX: current value is 1.42%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TIHGX: 1.42%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Investment House Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


400.00%600.00%800.00%1,000.00%1,200.00%NovemberDecember2025FebruaryMarchApril
979.84%
504.11%
TIHGX (The Investment House Growth Fund)
Benchmark (^GSPC)

Returns By Period

The Investment House Growth Fund had a return of -7.85% year-to-date (YTD) and 12.68% in the last 12 months. Over the past 10 years, The Investment House Growth Fund had an annualized return of 13.41%, outperforming the S&P 500 benchmark which had an annualized return of 10.11%.


TIHGX

YTD

-7.85%

1M

-3.67%

6M

-5.74%

1Y

12.68%

5Y*

15.39%

10Y*

13.41%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.16%-3.13%-8.90%-0.71%-7.85%
20243.25%7.82%1.79%-5.04%5.73%7.50%-2.00%3.56%2.02%0.02%5.06%-1.22%31.44%
20239.11%-2.01%9.71%1.62%4.49%7.11%5.13%-1.55%-5.92%-2.32%11.95%5.57%49.94%
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%
20202.34%-6.89%-11.71%15.27%8.09%4.82%9.47%10.68%-5.19%-3.04%9.33%4.33%39.61%
201910.14%3.29%3.33%4.94%-7.10%6.97%2.75%-1.76%-1.24%1.68%4.29%2.50%32.82%
20187.36%-2.83%-2.97%1.21%5.77%0.48%1.41%5.58%0.00%-9.94%1.40%-10.28%-4.47%
20174.81%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%2.76%-0.90%4.89%
2014-2.72%5.77%-3.06%-0.98%2.28%3.62%-2.93%5.27%-0.44%1.68%3.81%-2.85%9.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of TIHGX is 54, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of TIHGX is 5454
Overall Rank
The Sharpe Ratio Rank of TIHGX is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of TIHGX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of TIHGX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of TIHGX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of TIHGX is 5252
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for TIHGX, currently valued at 0.44, compared to the broader market-1.000.001.002.003.00
TIHGX: 0.44
^GSPC: 0.46
The chart of Sortino ratio for TIHGX, currently valued at 0.78, compared to the broader market-2.000.002.004.006.008.00
TIHGX: 0.78
^GSPC: 0.77
The chart of Omega ratio for TIHGX, currently valued at 1.11, compared to the broader market0.501.001.502.002.503.00
TIHGX: 1.11
^GSPC: 1.11
The chart of Calmar ratio for TIHGX, currently valued at 0.46, compared to the broader market0.002.004.006.008.0010.00
TIHGX: 0.46
^GSPC: 0.47
The chart of Martin ratio for TIHGX, currently valued at 1.65, compared to the broader market0.0010.0020.0030.0040.0050.00
TIHGX: 1.65
^GSPC: 1.94

The current The Investment House Growth Fund Sharpe ratio is 0.44. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of The Investment House Growth Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.44
0.46
TIHGX (The Investment House Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

The Investment House Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.76$0.09

Dividend yield

0.00%0.00%0.43%0.00%0.00%0.00%0.00%0.00%0.00%0.00%16.26%0.35%

Monthly Dividends

The table displays the monthly dividend distributions for The Investment House Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.29
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.76$0.00$3.76
2014$0.09$0.09

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.05%
-10.07%
TIHGX (The Investment House Growth Fund)
Benchmark (^GSPC)

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 14.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.2%Nov 1, 2007338Mar 9, 2009749Feb 27, 20121087
-40.66%Nov 22, 2021240Nov 3, 2022312Feb 2, 2024552
-31.61%Feb 20, 202023Mar 23, 202055Jun 10, 202078
-22.85%Feb 18, 202536Apr 8, 2025
-22.06%Aug 30, 201879Dec 21, 201882Apr 23, 2019161

Volatility

Volatility Chart

The current The Investment House Growth Fund volatility is 16.28%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
16.28%
14.23%
TIHGX (The Investment House Growth Fund)
Benchmark (^GSPC)