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 Feb. 28, 2023
Period Henry Fund S&P 500
Year-to-date (YTD)   3.62%   3.69%
1 Year -10.10% -7.69%
3 Year 12.70% 12.15%
5 Year 10.82%   9.82%
10 Year 13.36% 12.25%
15 Year 10.03%   9.76%
20 Year 11.47% 10.25%
Since Inception (4/30/1994) 12.23% 10.70%