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, 2018 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | -1.59% | -0.76% |
| 1 Year | 15.48% | 13.99% |
| 3 Year | 11.22% | 10.78% |
| 5 Year | 14.50% | 13.31% |
| 10 Year | 9.43% | 9.49% |
| Since Inception (4/30/1994) | 11.32% | 9.86% |