TIHGX vs. CLOI
Compare and contrast key facts about The Investment House Growth Fund (TIHGX) and VanEck CLO ETF (CLOI).
TIHGX is managed by Investment House Funds. It was launched on Dec 28, 2001. CLOI is an actively managed fund by VanEck. It was launched on Jun 21, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIHGX or CLOI.
Key characteristics
| TIHGX | CLOI | |
|---|---|---|
| YTD Return | 35.11% | 7.34% |
| 1Y Return | 44.22% | 8.48% |
| Sharpe Ratio | 2.80 | 5.80 |
| Sortino Ratio | 3.73 | 9.84 |
| Omega Ratio | 1.50 | 2.74 |
| Calmar Ratio | 3.48 | 19.67 |
| Martin Ratio | 18.38 | 102.39 |
| Ulcer Index | 2.59% | 0.08% |
| Daily Std Dev | 17.02% | 1.47% |
| Max Drawdown | -57.20% | -2.70% |
| Current Drawdown | -0.07% | 0.00% |
Correlation
The correlation between TIHGX and CLOI is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
TIHGX vs. CLOI - Performance Comparison
In the year-to-date period, TIHGX achieves a 35.11% return, which is significantly higher than CLOI's 7.34% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TIHGX vs. CLOI - Expense Ratio Comparison
TIHGX has a 1.42% expense ratio, which is higher than CLOI's 0.40% expense ratio.
Risk-Adjusted Performance
TIHGX vs. CLOI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Investment House Growth Fund (TIHGX) and VanEck CLO ETF (CLOI). 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.
Dividends
TIHGX vs. CLOI - Dividend Comparison
TIHGX has not paid dividends to shareholders, while CLOI's dividend yield for the trailing twelve months is around 6.39%.
| TTM | 2023 | 2022 | |
|---|---|---|---|
TIHGX The Investment House Growth Fund | 0.00% | 0.00% | 0.00% |
CLOI VanEck CLO ETF | 6.39% | 5.62% | 2.23% |
Drawdowns
TIHGX vs. CLOI - Drawdown Comparison
The maximum TIHGX drawdown since its inception was -57.20%, which is greater than CLOI's maximum drawdown of -2.70%. Use the drawdown chart below to compare losses from any high point for TIHGX and CLOI. For additional features, visit the drawdowns tool.
Volatility
TIHGX vs. CLOI - Volatility Comparison
The Investment House Growth Fund (TIHGX) has a higher volatility of 4.61% compared to VanEck CLO ETF (CLOI) at 0.27%. This indicates that TIHGX's price experiences larger fluctuations and is considered to be riskier than CLOI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.