See what your fund actually adds
The Investment House Growth Fund TIHGX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | TIHGX | Replication |
|---|---|---|
| Annualized growth | 9.6% | 12.1% |
| Annualized volatility | 21.5% | 20.7% |
| Sharpe ratio | 0.53 | 0.66 |
| Maximum drawdown | 39.9% | 36.8% |
| Replication fit (R²) | 0.96 · Tracking error 4.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model TIHGX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 77.8% |
| VOX | Sector · Communication | 22.3% |