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 April 30, 2025 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | -4.07% | -4.92% |
| 1 Year | 15.88% | 12.10% |
| 3 Year | 10.07% | 12.18% |
| 5 Year | 14.38% | 15.61% |
| 10 Year | 12.54% | 12.32% |
| 15 Year | 12.94% | 12.98% |
| 20 Year | 10.92% | 10.33% |
| Since Inception (4/30/1994) | 11.73% | 10.61% |