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 August 31, 2019 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 20.38% | 18.34% |
| 1 Year | 2.17% | 2.92% |
| 3 Year | 12.07% | 12.70% |
| 5 Year | 9.66% | 10.11% |
| 10 Year | 12.72% | 13.45% |
| Since Inception (4/30/1994) | 11.15% | 9.94% |