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 Aug. 31, 2023
Period Henry Fund S&P 500
Year-to-date (YTD) 14.95% 18.73%
1 Year 9.72% 15.94%
3 Year 7.65% 10.52%
5 Year 11.84% 11.12%
10 Year 13.48% 12.81%
15 Year 10.76% 10.95%
20 Year 10.84% 9.96%
Since Inception (4/30/1994) 12.30% 10.99%