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.

Trailing Average Total Returns as of October 31, 2014
Henry Fund S&P 500
YTD 16.56% 10.99%
1 Year 22.64% 17.27%
3 Year 20.21% 19.77%
5 Year 15.44% 16.69%
10 Year 9.36% 8.26%
Since Inception * 11.28% 9.73%
Total Returns since April 30, 1994
Arithmetic Average 12.96% 11.30%
Geometric Average 11.28% 9.73%
*April 30, 1994