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 Jan. 31, 2019 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 8.71% | 8.01% |
| 1 Year | -6.83% | -2.31% |
| 3 Year | 12.24% | 14.02% |
| 5 Year | 11.19% | 10.96% |
| 10 Year | 14.63% | 15.00% |
| Since Inception (4/30/1994) | 10.83% | 9.65% |