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 August 31, 2019
Period Henry Fund S&P 500
YTD  20.38% 18.34%
1 Year   2.17%   2.92%
3 Year 12.07% 12.70%
5 Year   9.66% 10.11%
10 Year 12.72% 13.45%
Since Inception (4/30/1994) 11.15%   9.94%