Portfolio

Relative Performance

Henry Fund Relative Performance

Click on the above image to see a larger version of the graph

Download our current portfolio and historical data. This file is a macro-enabled Excel worksheet that will update prices for the current portfolio automatically.

Trailing Geometric Average Total Returns
as of September 30, 2017
Period Henry Fund S&P 500
YTD 15.85% 14.25%
1 Year 18.53% 18.62%
3 Year 11.18% 10.81%
5 Year 15.28% 14.22%
10 Year  7.96%  7.44%
Since Inception (4/30/1994)  11.25%  9.84%