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 Nov. 30, 2022 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | -14.64% | -13.10% |
| 1 Year | -10.39% | -9.21% |
| 3 Year | 13.22% | 10.91% |
| 5 Year | 11.88% | 10.98% |
| 10 Year | 14.33% | 13.34% |
| 15 Year | 9.65% | 9.19% |
| 20 Year | 11.16% | 9.82% |
| Since Inception (4/30/1994) | 11.47% | 10.12% |