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, 2018 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 1.66% | 2.65% |
| 1 Year | 15.19% | 14.37% |
| 3 Year | 12.03% | 11.93% |
| 5 Year | 14.67% | 13.42% |
| 10 Year | 9.53% | 10.17% |
| Since Inception (4/30/1994) | 11.41% | 9.99% |