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 January 31, 2015
Henry Fund S&P 500
YTD -2.62% -3.00%
1 Year 18.08% 14.23%
3 Year 17.31% 17.47%
5 Year 14.35% 15.60%
10 Year 8.57% 7.67%
Since Inception (Apr. 30, 1994) 11.22% 9.71%