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 April 30, 2018 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | -1.31% | -0.38% |
| 1 Year | 13.81% | 13.27% |
| 3 Year | 11.20% | 10.57% |
| 5 Year | 14.27% | 12.96% |
| 10 Year | 8.91% | 9.02% |
| Since Inception (4/30/1994) | 11.28% | 9.86% |