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 Apr. 30, 2023 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 7.64% | 9.17% |
| 1 Year | -0.78% | 2.66% |
| 3 Year | 13.36% | 14.52% |
| 5 Year | 12.01% | 11.45% |
| 10 Year | 13.14% | 12.20% |
| 15 Year | 9.93% | 9.82% |
| 20 Year | 11.24% | 10.05% |
| Since Inception (4/30/1994) | 12.17% | 10.81% |