|
Home
Fund Overview
Portfolio
Research
Analysts
Advisory Board
Annual Reports
Application
Henry Fund Gifts
Contact Us
Tippie MBA
Program
|
Portfolio Performance
Click the image to see a larger version of the graph
| Trailing Average Total Returns as of April 30, 2009 |
|
Henry Fund |
|
S&P 500 |
| YTD |
-0.30% |
-2.49% |
| 1 Year |
-35.14% |
-35.31% |
| 3 Year |
-6.06% |
-8.02% |
| 5 Year |
2.37% |
-0.49% |
| 10 Year |
2.49% |
-0.83% |
| Since Inception * |
10.53% |
8.21% |
| Total Returns as of April 30, 2009 |
| Arithmetic Average |
10.53% |
|
8.21% |
| Geometric Average |
8.81% |
6.51% |
| *April 30, 1994 |
|
Current Portfolio and
Performance Download
(Web-linked Excel file) To update, click on “Enable
automatic refresh."
Calendar Year Performance Reports
(.pdf
format)
2007
2006
2005
2004
2003
2002
2001
2000
1999 |
