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 October 31, 2019
Period Henry Fund S&P 500
YTD  25.90% 23.16%
1 Year 16.24% 14.33%
3 Year 14.19% 14.91%
5 Year 10.36% 10.78%
10 Year 12.87% 13.70%
Since Inception (4/30/1994) 10.22%   9.98%