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. This file is a macro-enabled Excel worksheet that will update prices for the current portfolio automatically.

Trailing Geometric Average Total Returns
as of January 31, 2016
Henry Fund S&P 500
YTD -5.17% -4.96%
1 Year 1.79% -0.67%
3 Year 13.24% 11.30%
5 Year 10.66% 10.91%
10 Year 7.08% 6.55%
Since Inception (Apr. 30, 1994) 10.90% 9.32%