Relative Performance
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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 as of August 31, 2025 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 13.97% | 10.79% |
| 1 Year | 21.92% | 15.88% |
| 3 Year | 17.94% | 19.54% |
| 5 Year | 13.28% | 14.74% |
| 10 Year | 14.67% | 14.60% |
| 15 Year | 15.20% | 15.02% |
| 20 Year | 11.39% | 10.85% |
| Since Inception (4/30/1994) | 12.15% | 10.98% |