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 Jan. 31, 2024
Period Henry Fund S&P 500
Year-to-date (YTD) 0.33% 1.68%
1 Year 11.14% 20.82%
3 Year 6.67% 10.99%
5 Year 14.45% 14.30%
10 Year 12.81% 12.62%
15 Year 14.57% 14.77%
20 Year 10.29% 9.71%
Since Inception (4/30/1994) 11.51% 10.50%