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 October 31, 2015
Henry Fund S&P 500
YTD 4.77% 2.70%
1 Year 5.67% 5.20%
3 Year 17.71% 16.20%
5 Year 13.71% 14.33%
10 Year 8.41% 7.91%
Since Inception (Apr. 30, 1994) 11.14% 9.53%