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, 2021
Period Henry Fund S&P 500
Year-to-date (YTD) 11.17% 11.84%
1 Year 49.56% 45.98%
3 Year 21.86% 18.67%
5 Year 19.20% 17.42%
10 Year 14.74% 14.17%
15 Year 11.32% 10.35%
20 Year   9.60%   8.38%
Since Inception (4/30/1994) 12.39% 10.80%