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 Dec. 31, 2021 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 25.41% | 28.71% |
| 1 Year | 25.41% | 28.71% |
| 3 Year | 30.77% | 26.07% |
| 5 Year | 20.37% | 18.47% |
| 10 Year | 17.59% | 16.55% |
| 15 Year | 11.62% | 10.66% |
| 20 Year | 11.01% | 9.55% |
| Since Inception (4/30/1994) | 12.53% | 11.05% |