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 | -3.57% | -4.33% |
| 1 Year | 17.93% | 17.80% |
| 3 Year | 17.27% | 18.32% |
| 5 Year | 10.29% | 12.06% |
| 10 Year | 13.97% | 14.16% |
| 15 Year | 13.06% | 13.29% |
| 20 Year | 10.83% | 10.56% |
| Since Inception* | 12.16% | 11.07% |
| * April 30, 1994 | ||
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