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
Share Price Chart
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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.
Returns By Period
The Investment House Growth Fund had a return of 32.29% year-to-date (YTD) and 39.05% in the last 12 months. Over the past 10 years, The Investment House Growth Fund had an annualized return of 12.90%, outperforming the S&P 500 benchmark which had an annualized return of 11.13%.
TIHGX
32.29%
2.03%
14.51%
39.05%
17.15%
12.90%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.25% | 7.82% | 1.79% | -5.04% | 5.73% | 7.50% | -2.00% | 3.56% | 2.02% | 0.02% | 32.29% | ||
| 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% |
| 2013 | 4.59% | -0.86% | 3.24% | 0.73% | 1.61% | -2.96% | 6.52% | 0.59% | 4.17% | 4.71% | 3.11% | 2.62% | 31.49% |
Expense Ratio
TIHGX has a high expense ratio of 1.42%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of TIHGX is 75, placing it in the top 25% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
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.
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 2.16%.
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 |
| -22.06% | Aug 30, 2018 | 79 | Dec 21, 2018 | 82 | Apr 23, 2019 | 161 |
Volatility
Volatility Chart
The current The Investment House Growth Fund volatility is 5.29%, 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.