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, 2021
Period Henry Fund S&P 500
Year-to-date (YTD) 19.20% 21.58%
1 Year 28.62% 31.17%
3 Year 21.73% 18.07%
5 Year 19.97% 18.02%
10 Year 17.31% 16.34%
15 Year 11.95% 10.95%
20 Year 10.63%   9.33%
Since Inception (4/30/1994) 12.51% 10.95%