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.

Trailing Average Total Returns as of Mar 31, 2014
Henry Fund S&P 500
YTD 5.39% 1.8%
1 Year 25.32% 21.85%
3 Year 13.22% 14.78%
5 Year 21.65% 21.95%
10 Year 10.89% 9.74%
Since Inception * 12.82% 11.30%
Total Returns since April 30, 1994
Arithmetic Average 12.82% 11.30%
Geometric Average 10.99% 9.45%
*April 30, 1994