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 July 31, 2025 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 12.43% | 8.59% |
| 1 Year | 22.09% | 16.33% |
| 3 Year | 16.24% | 17.10% |
| 5 Year | 14.80% | 15.88% |
| 10 Year | 14.04% | 13.66% |
| 15 Year | 14.70% | 14.52% |
| 20 Year | 11.38% | 10.68% |
| Since Inception (4/30/1994) | 12.17% | 10.99% |