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 | 19.33% | 13.14% |
| 1 Year | 22.38% | 20.38% |
| 3 Year | 22.31% | 21.04% |
| 5 Year | 12.16% | 12.79% |
| 10 Year | 16.00% | 15.37% |
| 15 Year | 15.57% | 15.14% |
| 20 Year | 12.00% | 11.40% |
| Since Inception* | 12.43% | 11.22% |
| * April 30, 1994 | ||
Support the Henry Fund
Help ensure that UI business students receive the training and skills they need to excel in today's world.