Relative Performance
Click on the above image to see a larger version of the graph
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, 2022 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| Year-to-date (YTD) | -13.42% | -12.58% |
| 1 Year | -6.46% | -4.64% |
| 3 Year | 16.76% | 13.36% |
| 5 Year | 14.05% | 12.83% |
| 10 Year | 15.03% | 13.80% |
| 15 Year | 10.21% | 9.41% |
| 20 Year | 11.45% | 10.03% |
| Since Inception (4/30/1994) | 11.71% | 10.27% |