Relative performance
View our current portfolio and historical data. This link is a Google Sheets file that will update prices for the current portfolio automatically.
TRAILING GEOMETRIC AVERAGE TOTAL RETURNS | ||
|---|---|---|
| Henry Fund | S&P 500 | |
| YTD | 19.87% | 17.52% |
| 1 Year | 26.03% | 21.45% |
| 3 Year | 21.09% | 22.68% |
| 5 Year | 15.77% | 17.64% |
| 10 Year | 14.84% | 14.64% |
| 15 Year | 14.46% | 14.53% |
| 20 Year | 11.58% | 11.22% |
| Since Inception* | 12.20% | 11.11% |
| * April 30, 1994 | ||
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