Portfolio Performance

Click the 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 July 31, 2016
Henry Fund S&P 500
YTD 5.96% 7.66%
1 Year 5.10% 5.61%
3 Year 12.57% 11.16%
5 Year 12.88% 13.38%
10 Year 8.56% 7.81%
Since Inception (Apr. 30, 1994) 10.64% 9.10%