Relative Performance
Click on the above image to see a larger version of the graph
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 Mar. 31, 2024 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 10.17% | 10.56% |
| 1 Year | 24.01% | 29.88% |
| 3 Year | 7.87% | 11.49% |
| 5 Year | 16.01% | 15.04% |
| 10 Year | 12.93% | 12.96% |
| 15 Year | 15.40% | 15.63% |
| 20 Year | 10.70% | 10.18% |
| Since Inception (4/30/1994) | 11.69% | 10.64% |