Relative Performance
Click on the above image to see a larger version of the graph
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 January 31, 2020 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 1.70% | -0.04% |
| 1 Year | 28.34% | 21.68% |
| 3 Year | 15.63% | 15.27% |
| 5 Year | 13.06% | 12.37% |
| 10 Year | 13.70% | 13.97% |
| Since Inception (4/30/1994) | 11.52% | 10.14% |