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 August 31, 2016
Henry Fund S&P 500
YTD 5.49% 7.82%
1 Year 9.07% 12.55%
3 Year 13.68% 12.30%
5 Year 14.70% 14.68%
10 Year 8.14% 7.57%
Since Inception (Apr. 30, 1994) 10.60% 9.06%