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, 2022 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | -15.98% | -16.14% |
| 1 Year | -11.60% | -11.23% |
| 3 Year | 16.00% | 12.39% |
| 5 Year | 13.38% | 11.82% |
| 10 Year | 14.39% | 13.08% |
| 15 Year | 9.88% | 9.00% |
| 20 Year | 11.25% | 9.77% |
| Since Inception (4/30/1994) | 11.63% | 10.19% |