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 May 31, 2019
Period Henry Fund S&P 500
YTD   9.35% 10.74%
1 Year  -1.99%   3.78%
3 Year   9.75% 11.72%
5 Year   9.03%   9.66%
10 Year 13.09% 13.95%
Since Inception (4/30/1994) 10.68%  9.61%