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, 2024 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 15.82% | 15.29% |
| 1 Year | 21.19% | 24.56% |
| 3 Year | 6.93% | 10.01% |
| 5 Year | 15.88% | 15.05% |
| 10 Year | 13.17% | 12.86% |
| 15 Year | 14.40% | 14.82% |
| 20 Year | 10.96% | 10.32% |
| Since Inception (4/30/1994) | 11.88% | 10.80% |