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 February 28, 2015
Henry Fund S&P 500
YTD 2.98% 2.58%
1 Year 16.06% 15.52%
3 Year 17.96% 18.00%
5 Year 14.95% 16.19%
10 Year 8.79% 8.04%
Since Inception (Apr. 30, 1994) 11.17% 9.68%