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 | 7.46% | 10.21% |
| 1 Year | 14.12% | 22.32% |
| 3 Year | 18.66% | 20.61% |
| 5 Year | 11.01% | 13.41% |
| 10 Year | 15.31% | 15.51% |
| 15 Year | 13.95% | 14.36% |
| 20 Year | 11.58% | 11.43% |
| Since Inception* | 12.14% | 11.18% |
| * April 30, 1994 | ||
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