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 Apr. 30, 2023
Period Henry Fund S&P 500
Year-to-date (YTD)   7.64%   9.17%
1 Year -0.78%   2.66%
3 Year 13.36% 14.52%
5 Year 12.01% 11.45%
10 Year 13.14% 12.20%
15 Year   9.93%   9.82%
20 Year 11.24% 10.05%
Since Inception (4/30/1994) 12.17% 10.81%