Portfolio

Relative Performance

Henry Fund 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 Sept. 30, 2018
Period Henry Fund S&P 500
YTD  6.44% 10.56%
1 Year 15.18% 17.91%
3 Year 15.88% 17.31%
5 Year 14.41% 13.95%
10 Year 11.44% 11.97%
Since Inception (4/30/1994) 11.28% 10.04%