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 Jan. 31, 2019
Period Henry Fund S&P 500
YTD  8.71%  8.01%
1 Year -6.83% -2.31%
3 Year 12.24% 14.02%
5 Year 11.19% 10.96%
10 Year 14.63% 15.00%
Since Inception (4/30/1994) 10.83%  9.65%