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.

Trailing Average Total Returns as of September 30, 2014
Henry Fund S&P 500
YTD 13.12% 8.35%
1 Year 23.84% 19.74%
3 Year 24.09% 22.99%
5 Year 14.65% 15.70%
10 Year 9.06% 8.16%
Since Inception * 11.02% 9.47%
Total Returns since April 30, 1994
Arithmetic Average 12.66% 11.01%
Geometric Average 11.02% 9.47%
*April 30, 1994