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 Aug. 31, 2022
Period Henry Fund S&P 500
Year-to-date (YTD) -15.98% -16.14%
1 Year -11.60% -11.23%
3 Year 16.00% 12.39%
5 Year 13.38% 11.82%
10 Year 14.39% 13.08%
15 Year   9.88%   9.00%
20 Year 11.25%   9.77%
Since Inception (4/30/1994) 11.63% 10.19%