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 Aug. 31, 2023 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 14.95% | 18.73% |
| 1 Year | 9.72% | 15.94% |
| 3 Year | 7.65% | 10.52% |
| 5 Year | 11.84% | 11.12% |
| 10 Year | 13.48% | 12.81% |
| 15 Year | 10.76% | 10.95% |
| 20 Year | 10.84% | 9.96% |
| Since Inception (4/30/1994) | 12.30% | 10.99% |