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 March 31, 2025 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | -4.44% | -4.27% |
| 1 Year | 10.26% | 8.25% |
| 3 Year | 6.64% | 9.06% |
| 5 Year | 16.88% | 18.59% |
| 10 Year | 12.53% | 12.50% |
| 15 Year | 12.89% | 13.15% |
| 20 Year | 10.69% | 10.26% |
| Since Inception (4/30/1994) | 11.31% | 10.23% |