Portfolio Performance
Click the image to see a larger version of the graph. Download our current portfolio and historical data.
| Trailing Average Total Returns as of April 30, 2013 | |||
| Henry Fund | S&P 500 | ||
| YTD | 11.61% | 12.74% | |
| 1 Year | 14.54% | 16.89% | |
| 3 Year | 10.77% | 12.95% | |
| 5 Year | 7.06% | 8.48% | |
| 10 Year | 11.31% | 9.82% | |
| Since Inception * | 11.86% | 10.19% | |
| Total Returns since April 30, 1994 | |||
| Arithmetic Average | 11.86% | 10.19% | |
| Geometric Average | 9.97% | 8.45% | |
| *April 30, 1994 | |||
