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 July 31, 2019
Period Henry Fund S&P 500
YTD  21.64% 20.24%
1 Year   5.81%   7.99%
3 Year 12.30% 13.36%
5 Year 10.84% 11.34%
10 Year 13.21% 14.03%
Since Inception (4/30/1994) 10.89%   9.75%