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 July 31, 2015
Henry Fund S&P 500
YTD 5.37% 3.35%
1 Year 12.42% 11.21%
3 Year 19.62% 17.58%
5 Year 16.03% 16.34%
10 Year 8.77% 7.78%
Since Inception (Apr. 30, 1994) 11.22% 9.63%