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 | 18.64% | 14.83% |
| 1 Year | 24.40% | 17.60% |
| 3 Year | 23.58% | 24.94% |
| 5 Year | 15.11% | 16.47% |
| 10 Year | 15.51% | 15.30% |
| 15 Year | 14.81% | 14.64% |
| 20 Year | 11.43% | 11.00% |
| Since Inception* | 12.27% | 11.08% |
| * April 30, 1994 | ||
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