Relative Performance
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 Apr. 30, 2022 |
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Period | Henry Fund | S&P 500 |
Year-to-date (YTD) | -12.99% | -12.92% |
1 Year | -1.85% | 0.21% |
3 Year | 18.15% | 13.85% |
5 Year | 15.12% | 13.66% |
10 Year | 14.77% | 13.67% |
15 Year | 10.28% | 9.28% |
20 Year | 10.48% | 9.12% |
Since Inception (4/30/1994) | 11.85% | 10.41% |