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 May 31, 2016
Henry Fund S&P 500
YTD 2.04% 3.57%
1 Year 2.20% 1.72%
3 Year 12.45% 11.06%
5 Year 10.96% 11.66%
10 Year 8.06% 7.48%
Since Inception (Apr. 30, 1994) 10.73% 9.17%