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 June 30, 2016
Henry Fund S&P 500
YTD 0.84% 3.84%
1 Year 1.88% 3.99%
3 Year 12.84% 11.66%
5 Year 11.27% 12.10%
10 Year 7.98% 7.49%
Since Inception (Apr. 30, 1994) 10.69% 9.14%