
Hart Fund I
Historical Returns as of 05/31/2025
Period | Hart Fund I | Benchmark |
---|---|---|
Month to Date | -0.48% | -0.72% |
Year to Date | 2.25% | 2.45% |
1 Year Trailing | 5.13% | 5.46% |
3 Year Trailing (Annualized) | 1.56% | 1.49% |
Since Inception | 8.95% | 6.44% |
Since Inception (Annualized) | 1.38% | 1.00% |



Hart Fund II
Historical Returns as of 05/31/2025
Period | Hart Fund II | Benchmark |
---|---|---|
Month to Date | -0.44% | -0.72% |
Year to Date | 2.37% | 2.45% |
1 Year Trailing | 5.30% | 5.46% |
Since Inception | -0.72% | -4.19% |
Since Inception (Annualized) | -0.17% | -0.98% |


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The Hart Fund blends academic rigor and real world experience. Donate to help provide students with quantitative and interpersonal skills they need for today's business world.