Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TIHGX (THE INVESTMENT HOUSE GROWTH FUND THE INVESTMENT HOUSE GROWTH FUND) | -3.27% | 2.36% | 17.75% | 7.96% | 14.86% | 14.69% | 11.43% | … | … |
Data as of 06/10/2026, Common starting date is 01/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIHGX (THE INVESTMENT HOUSE GROWTH FUND THE INVESTMENT HOUSE GROWTH FUND) | 01/07/2002 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.62 | 2.36 | 17.75 | 7.96 | 14.86 | 14.69 | 11.43 | … | … | -3.27 | 10.35 | 31.44 | 49.94 | -37.04 | 21.26 | 39.61 | 32.82 | -4.47 | 34.06 | 5.41 | 3.39 | 9.22 | 34.61 | 24.77 | 3.54 | 13.35 | 41.65 | -43.29 | 7.50 | 9.53 | 2.38 | 12.79 | 29.10 | -14.17 |
| Sharpe Ratio | NA | 0.25 | 0.84 | 0.28 | 0.61 | NA | NA | … | … | -0.21 | 0.34 | 1.58 | 2.55 | -1.16 | 1.18 | 1.10 | 1.99 | -0.27 | 3.68 | 0.35 | 0.20 | 0.62 | 2.61 | 1.41 | 0.14 | 0.70 | 1.67 | -1.15 | 0.28 | 0.50 | 0.01 | 0.93 | 1.67 | -0.71 |
| Standard Deviation(%) | NA | 15.34 | 19.07 | 22.48 | 22.05 | NA | NA | … | … | 17.56 | 22.34 | 17.55 | 18.35 | 33.22 | 17.95 | 35.63 | 15.75 | 21.43 | 9.12 | 15.02 | 16.69 | 14.73 | 13.25 | 17.69 | 24.84 | 18.90 | 24.89 | 38.22 | 15.56 | 12.20 | 11.05 | 12.67 | 16.99 | 22.01 |
| Draw Down(%) | NA | 16.95 | 22.85 | 40.66 | 40.66 | NA | NA | … | … | 16.15 | 22.85 | 10.75 | 11.92 | 39.63 | 10.90 | 31.61 | 9.50 | 22.06 | 2.80 | 12.34 | 13.91 | 8.00 | 7.41 | 11.94 | 18.76 | 15.84 | 21.96 | 51.51 | 9.81 | 10.59 | 9.12 | 9.69 | 11.62 | 24.98 |
| Yield(%) | 0.00 | 0.03 | 0.19 | 0.10 | 0.14 | 2.07 | 1.73 | … | … | 0.00 | 0.04 | 0.00 | 0.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 13.38 | 0.38 | 2.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIHGX (THE INVESTMENT HOUSE GROWTH FUND THE INVESTMENT HOUSE GROWTH FUND) |
-16.94%
Feb 2006 – Feb 2009 |
-7.71%
Feb 2004 – Feb 2009 |
4.96%
May 2002 – May 2012 |
7.98%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIHGX (THE INVESTMENT HOUSE GROWTH FUND THE INVESTMENT HOUSE GROWTH FUND) |
31.01%
Dec 2018 – Dec 2021 |
26.58%
Feb 2009 – Feb 2014 |
19.62%
Aug 2011 – Aug 2021 |
17.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart