The Impact Zone

Todd Houge

Houge, instructor for both the Krause and Henry Funds, is passionate about classroom learning and real-world application. 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 July 31, 2014
Henry Fund S&P 500
YTD 10.18% 5.66%
1 Year 20.73% 16.94%
3 Year 16.24% 17.02%
5 Year 15.97% 16.91%
10 Year 10.21% 8.97%
Since Inception * 12.82% 11.30%
Total Returns since April 30, 1994
Arithmetic Average 12.82% 11.30%
Geometric Average 11.36% 9.75%
*April 30, 1994