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 April 30, 2018
Period Henry Fund S&P 500
YTD -1.31% -0.38%
1 Year 13.81% 13.27%
3 Year 11.20% 10.57%
5 Year 14.27% 12.96%
10 Year  8.91%  9.02%
Since Inception (4/30/1994)  11.28%  9.86%