The Impact Zone

Carl Schumacher

Carl Schumacher received both his undergraduate and his MBA degree from Iowa. Read more...

The Impact Zone

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 August 31, 2014
Henry Fund S&P 500
YTD 15.03% 9.89%
1 Year 30.37% 25.25%
3 Year 20.78% 20.60%
5 Year 15.87% 16.88%
10 Year 9.46% 8.43%
Since Inception * 11.32% 9.72%
Total Returns since April 30, 1994
Arithmetic Average 12.82% 11.30%
Geometric Average 11.36% 9.75%
*April 30, 1994