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 October 31, 2019 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 25.90% | 23.16% |
| 1 Year | 16.24% | 14.33% |
| 3 Year | 14.19% | 14.91% |
| 5 Year | 10.36% | 10.78% |
| 10 Year | 12.87% | 13.70% |
| Since Inception (4/30/1994) | 10.22% | 9.98% |