Portfolio

Relative Performance

Henry Fund Relative Performance

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

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 Nov. 30, 2018
Period Henry Fund S&P 500
YTD -1.74%  5.11%
1 Year  0.12%  6.27%
3 Year 10.09% 12.16%
5 Year 11.18% 11.12%
10 Year 13.84% 14.32%
Since Inception (4/30/1994) 10.77%  9.65%