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 Apr. 30, 2022 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | -12.99% | -12.92% |
| 1 Year | -1.85% | 0.21% |
| 3 Year | 18.15% | 13.85% |
| 5 Year | 15.12% | 13.66% |
| 10 Year | 14.77% | 13.67% |
| 15 Year | 10.28% | 9.28% |
| 20 Year | 10.48% | 9.12% |
| Since Inception (4/30/1994) | 11.85% | 10.41% |