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 Feb. 28, 2023 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 3.62% | 3.69% |
| 1 Year | -10.10% | -7.69% |
| 3 Year | 12.70% | 12.15% |
| 5 Year | 10.82% | 9.82% |
| 10 Year | 13.36% | 12.25% |
| 15 Year | 10.03% | 9.76% |
| 20 Year | 11.47% | 10.25% |
| Since Inception (4/30/1994) | 12.23% | 10.70% |