The Impact Zone

Samantha Lane

Samantha Lane, a biomedical engineer-turned-finance MBA student, knew that an internship was essential to her success. 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 February 29, 2016
Henry Fund S&P 500
YTD 1.71% 1.35%
1 Year 3.86% 1.78%
3 Year 14.12% 11.82%
5 Year 11.25% 11.58%
10 Year 7.78% 7.07%
Since Inception (Apr. 30, 1994) 10.90% 9.32%