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 Mar. 31, 2019
Period Henry Fund S&P 500
YTD 11.56% 13.65%
1 Year   2.15%   9.50%
3 Year 10.61% 13.51%
5 Year  9.92% 10.91%
10 Year 15.09% 15.92%
Since Inception (4/30/1994) 10.97%  9.88%