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 January 31, 2020
Period Henry Fund S&P 500
YTD   1.70% -0.04%
1 Year 28.34% 21.68%
3 Year 15.63% 15.27%
5 Year 13.06% 12.37%
10 Year 13.70% 13.97%
Since Inception (4/30/1994) 11.52% 10.14%