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, 2021 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | 11.17% | 11.84% |
| 1 Year | 49.56% | 45.98% |
| 3 Year | 21.86% | 18.67% |
| 5 Year | 19.20% | 17.42% |
| 10 Year | 14.74% | 14.17% |
| 15 Year | 11.32% | 10.35% |
| 20 Year | 9.60% | 8.38% |
| Since Inception (4/30/1994) | 12.39% | 10.80% |