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 July 31, 2019 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 21.64% | 20.24% |
| 1 Year | 5.81% | 7.99% |
| 3 Year | 12.30% | 13.36% |
| 5 Year | 10.84% | 11.34% |
| 10 Year | 13.21% | 14.03% |
| Since Inception (4/30/1994) | 10.89% | 9.75% |