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 Nov. 30, 2022
Period Henry Fund S&P 500
Year-to-date (YTD) -14.64% -13.10%
1 Year -10.39% -9.21%
3 Year 13.22% 10.91%
5 Year 11.88% 10.98%
10 Year 14.33% 13.34%
15 Year   9.65%   9.19%
20 Year 11.16%   9.82%
Since Inception (4/30/1994) 11.47% 10.12%