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 December 31, 2015
Henry Fund S&P 500
YTD 4.52% 1.38%
1 Year 4.52% 1.38%
3 Year 17.19% 15.13%
5 Year 12.38% 12.57%
10 Year 7.90% 7.37%
Since Inception (Apr. 30, 1994) 10.94% 9.35%