The Impact Zone

Iana Stahov

"I have definitely learned to work a lot faster, make quicker decisions, and better delegate work to my peers thanks to the Tippie Full-time MBA Program." 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 August 31, 2015
Henry Fund S&P 500
YTD 1.09% -2.88%
1 Year 3.31% 0.48%
3 Year 16.98% 14.31%
5 Year 16.27% 15.87%
10 Year 8.20% 7.21%
Since Inception (Apr. 30, 1994) 10.95% 9.26%