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 Aug. 31, 2021 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 19.20% | 21.58% |
| 1 Year | 28.62% | 31.17% |
| 3 Year | 21.73% | 18.07% |
| 5 Year | 19.97% | 18.02% |
| 10 Year | 17.31% | 16.34% |
| 15 Year | 11.95% | 10.95% |
| 20 Year | 10.63% | 9.33% |
| Since Inception (4/30/1994) | 12.51% | 10.95% |