TIHGX vs. BPTRX
Compare and contrast key facts about The Investment House Growth Fund (TIHGX) and Baron Partners Fund (BPTRX).
TIHGX is managed by Investment House Funds. It was launched on Dec 28, 2001. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
TIHGX vs. BPTRX - Performance Comparison
Loading graphics...
TIHGX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TIHGX The Investment House Growth Fund | -11.34% | 10.35% | 31.44% | 49.94% | -37.04% | 21.26% | 39.61% | 32.82% | -4.47% | 34.06% |
BPTRX Baron Partners Fund | -5.39% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, TIHGX achieves a -11.34% return, which is significantly lower than BPTRX's -5.39% return. Over the past 10 years, TIHGX has underperformed BPTRX with an annualized return of 13.80%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
TIHGX
- 1D
- 3.31%
- 1M
- -5.58%
- YTD
- -11.34%
- 6M
- -9.62%
- 1Y
- 4.71%
- 3Y*
- 18.02%
- 5Y*
- 7.42%
- 10Y*
- 13.80%
BPTRX
- 1D
- 2.10%
- 1M
- -5.26%
- YTD
- -5.39%
- 6M
- 11.85%
- 1Y
- 41.12%
- 3Y*
- 21.98%
- 5Y*
- 10.95%
- 10Y*
- 23.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TIHGX vs. BPTRX - Expense Ratio Comparison
TIHGX has a 1.42% expense ratio, which is higher than BPTRX's 1.36% expense ratio.
Return for Risk
TIHGX vs. BPTRX — Risk / Return Rank
TIHGX
BPTRX
TIHGX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment House Growth Fund (TIHGX) and Baron Partners Fund (BPTRX). 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.
| TIHGX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 1.29 | -1.04 |
Sortino ratioReturn per unit of downside risk | 0.53 | 2.38 | -1.85 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.30 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 2.85 | -2.51 |
Martin ratioReturn relative to average drawdown | 1.18 | 10.35 | -9.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TIHGX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 1.29 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.32 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.73 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.55 | -0.10 |
Correlation
The correlation between TIHGX and BPTRX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TIHGX vs. BPTRX - Dividend Comparison
TIHGX's dividend yield for the trailing twelve months is around 0.04%, less than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIHGX The Investment House Growth Fund | 0.04% | 0.03% | 0.00% | 0.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.48% |
BPTRX Baron Partners Fund | 3.55% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
TIHGX vs. BPTRX - Drawdown Comparison
The maximum TIHGX drawdown since its inception was -57.34%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for TIHGX and BPTRX.
Loading graphics...
Drawdown Indicators
| TIHGX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.34% | -64.11% | +6.77% |
Max Drawdown (1Y)Largest decline over 1 year | -16.95% | -14.79% | -2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -40.66% | -49.87% | +9.21% |
Max Drawdown (10Y)Largest decline over 10 years | -40.66% | -51.26% | +10.60% |
Current DrawdownCurrent decline from peak | -13.78% | -8.65% | -5.13% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -13.82% | +4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 4.08% | +0.79% |
Volatility
TIHGX vs. BPTRX - Volatility Comparison
The Investment House Growth Fund (TIHGX) has a higher volatility of 6.37% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that TIHGX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TIHGX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 4.78% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.02% | 22.21% | -10.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 33.35% | -11.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.54% | 33.90% | -11.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.99% | 32.72% | -10.73% |