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. This file is a macro-enabled Excel worksheet that will update prices for the current portfolio automatically.


Trailing Geometric Average Total Returns
as of April 30, 2016
Henry Fund S&P 500
YTD 1.61% 1.74%
1 Year 3.40% 1.21%
3 Year 13.59% 11.26%
5 Year 10.46% 11.01%
10 Year 7.57% 6.97%
Since Inception (Apr. 30, 1994) 10.81% 9.24%