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 Sept. 30, 2018 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 6.44% | 10.56% |
| 1 Year | 15.18% | 17.91% |
| 3 Year | 15.88% | 17.31% |
| 5 Year | 14.41% | 13.95% |
| 10 Year | 11.44% | 11.97% |
| Since Inception (4/30/1994) | 11.28% | 10.04% |