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 March 31, 2018
Period Henry Fund S&P 500
YTD -1.59% -0.76%
1 Year 15.48% 13.99%
3 Year 11.22% 10.78%
5 Year 14.50% 13.31%
10 Year  9.43%  9.49%
Since Inception (4/30/1994)  11.32%  9.86%