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 June 30, 2025 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 10.05% | 6.20% |
| 1 Year | 20.79% | 15.16% |
| 3 Year | 18.74% | 19.71% |
| 5 Year | 15.80% | 16.64% |
| 10 Year | 14.01% | 13.65% |
| 15 Year | 15.07% | 14.86% |
| 20 Year | 11.49% | 10.76% |
| Since Inception (4/30/1994) | 12.07% | 10.87% |