The Impact Zone

Todd Houge

Houge, instructor for both the Krause and Henry Funds, is passionate about classroom learning and real-world application. 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 June 30, 2015
Henry Fund S&P 500
YTD 3.46% 1.23%
1 Year 12.20% 7.42%
3 Year 19.58% 17.31%
5 Year 17.22% 17.34%
10 Year 9.02% 7.95%
Since Inception (Apr. 30, 1994) 11.18% 9.61%