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 April 30, 2015
Henry Fund S&P 500
YTD 2.71% 1.93%
1 Year 15.09% 12.99%
3 Year 17.53% 16.73%
5 Year 13.76% 14.33%
10 Year 9.33% 8.38%
Since Inception (Apr. 30, 1994) 11.08% 9.60%