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 March 31, 2015
Henry Fund S&P 500
YTD 2.35% 0.96%
1 Year 14.17% 12.75%
3 Year 16.94% 16.12%
5 Year 13.62% 14.47%
10 Year 8.88% 8.07%
Since Inception (Apr. 30, 1994) 11.12% 9.64%