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 Nov. 30, 2018 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | -1.74% | 5.11% |
| 1 Year | 0.12% | 6.27% |
| 3 Year | 10.09% | 12.16% |
| 5 Year | 11.18% | 11.12% |
| 10 Year | 13.84% | 14.32% |
| Since Inception (4/30/1994) | 10.77% | 9.65% |