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 September 30, 2019
Period Henry Fund S&P 500
YTD  22.03% 20.55%
1 Year   3.31%   4.25%
3 Year 12.15% 13.39%
5 Year 10.33% 10.84%
10 Year 12.47% 13.24%
Since Inception (4/30/1994) 10.99%   9.80%