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 Dec. 31, 2021
Period Henry Fund S&P 500
Year-to-date (YTD) 25.41% 28.71%
1 Year 25.41% 28.71%
3 Year 30.77% 26.07%
5 Year 20.37% 18.47%
10 Year 17.59% 16.55%
15 Year 11.62% 10.66%
20 Year 11.01%   9.55%
Since Inception (4/30/1994) 12.53% 11.05%