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 December 31, 2017
Period Henry Fund S&P 500
YTD 25.37% 21.83%
1 Year 25.37% 21.83%
3 Year 12.69% 11.41%
5 Year 17.12% 15.79%
10 Year  8.66%  8.50%
Since Inception (4/30/1994)  11.44%  9.96%