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 September 30, 2019 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 22.03% | 20.55% |
| 1 Year | 3.31% | 4.25% |
| 3 Year | 12.15% | 13.39% |
| 5 Year | 10.33% | 10.84% |
| 10 Year | 12.47% | 13.24% |
| Since Inception (4/30/1994) | 10.99% | 9.80% |