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 | 18.44% | 17.81% |
| 1 Year | 15.38% | 15.00% |
| 3 Year | 18.84% | 20.57% |
| 5 Year | 13.28% | 15.28% |
| 10 Year | 14.64% | 14.63% |
| 15 Year | 14.39% | 14.55% |
| 20 Year | 11.33% | 11.03% |
| Since Inception* | 12.15% | 11.07% |
| * April 30, 1994 | ||
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