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 Mar. 31, 2019 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 11.56% | 13.65% |
| 1 Year | 2.15% | 9.50% |
| 3 Year | 10.61% | 13.51% |
| 5 Year | 9.92% | 10.91% |
| 10 Year | 15.09% | 15.92% |
| Since Inception (4/30/1994) | 10.97% | 9.88% |