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.

Trailing Average Total Returns as of April 30, 2013
Henry Fund S&P 500
YTD 11.61% 12.74%
1 Year 14.54% 16.89%
3 Year 10.77% 12.95%
5 Year 7.06% 8.48%
10 Year 11.31% 9.82%
Since Inception * 11.86% 10.19%
Total Returns since April 30, 1994
Arithmetic Average 11.86% 10.19%
Geometric Average 9.97% 8.45%
*April 30, 1994