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 Jan. 31, 2024 |
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Period | Henry Fund | S&P 500 |
Year-to-date (YTD) | 0.33% | 1.68% |
1 Year | 11.14% | 20.82% |
3 Year | 6.67% | 10.99% |
5 Year | 14.45% | 14.30% |
10 Year | 12.81% | 12.62% |
15 Year | 14.57% | 14.77% |
20 Year | 10.29% | 9.71% |
Since Inception (4/30/1994) | 11.51% | 10.50% |