Portfolio Performance

Click the image to see a larger version of the graph. Click here to download our current portfolio and historical data.

Trailing Average Total Returns as of October 31, 2009
Henry Fund S&P 500
YTD 24.39% 17.05%
1 Year 14.55% 9.81%
3 Year -.17% -3.69%
5 Year 5.91% 2.78%
10 Year 5.58% 1.02%
Since Inception * 12.03% 7.55%
Total Returns as of October 31, 2009
Arithmetic Average 12.03% 9.43%
Geometric Average 10.03% 7.55%
*April 30, 1994