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 June 30, 2018
Period Henry Fund S&P 500
YTD  1.66%  2.65%
1 Year 15.19% 14.37%
3 Year 12.03% 11.93%
5 Year 14.67% 13.42%
10 Year  9.53% 10.17%
Since Inception (4/30/1994) 11.41%  9.99%