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, 2022
Period Henry Fund S&P 500
Year-to-date (YTD) -13.42% -12.58%
1 Year  -6.46%  -4.64%
3 Year 16.76% 13.36%
5 Year 14.05% 12.83%
10 Year 15.03% 13.80%
15 Year 10.21%   9.41%
20 Year 11.45% 10.03%
Since Inception (4/30/1994) 11.71% 10.27%