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 May 31, 2019 |
||
|---|---|---|
| Period | Henry Fund | S&P 500 |
| YTD | 9.35% | 10.74% |
| 1 Year | -1.99% | 3.78% |
| 3 Year | 9.75% | 11.72% |
| 5 Year | 9.03% | 9.66% |
| 10 Year | 13.09% | 13.95% |
| Since Inception (4/30/1994) | 10.68% | 9.61% |