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 Apr. 30, 2022
Period Henry Fund S&P 500
Year-to-date (YTD) -12.99% -12.92%
1 Year  -1.85%   0.21%
3 Year 18.15% 13.85%
5 Year 15.12% 13.66%
10 Year 14.77% 13.67%
15 Year 10.28%   9.28%
20 Year 10.48%   9.12%
Since Inception (4/30/1994) 11.85% 10.41%