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Invest TodayINCEPTION (09/21/2013)
6 YRS
AVG. ANNUAL RETURN
10.53%
S&P RETURN
13.75%
(TAB) Tabernacle Fund
TAB Growth of $10,000
TAB Model*
TAB Composite
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 06/28/2018
TAB Model Month By Month (As Of: 02/14/2020)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TAB YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.77% | 4.85% | - | - | - | - | - | - | - | - | - | - | 5.65% | 4.87% |
| 2019 | 7.09% | 2.45% | 2.80% | 3.68% | -5.54% | 5.61% | 1.80% | -0.19% | 0.15% | 2.90% | 3.58% | 2.43% | 29.61% | 31.49% |
| 2018 | 6.30% | -1.05% | -2.42% | 1.04% | 3.87% | -1.16% | 1.58% | 4.40% | -0.25% | -6.16% | 0.63% | -6.07% | -0.09% | -4.38% |
| 2017 | 3.44% | 3.01% | 0.93% | 2.85% | 2.79% | -0.21% | 1.22% | 2.10% | 1.19% | 3.95% | 0.52% | -0.99% | 22.75% | 21.83% |
| 2016 | -6.67% | -1.16% | 3.85% | 0.99% | -0.00% | -0.57% | 3.38% | -1.66% | -0.48% | -2.69% | -0.95% | -1.47% | -7.58% | 11.96% |
| 2015 | -0.81% | 6.03% | 1.76% | 1.81% | -0.20% | -0.17% | 4.62% | -7.46% | -3.06% | 7.73% | -2.26% | 0.33% | 7.63% | 1.38% |
| 2014 | -0.84% | 6.56% | -2.15% | -3.74% | 0.48% | 1.31% | 1.18% | 2.41% | 0.06% | 1.57% | 2.94% | -1.31% | 8.40% | 13.69% |
| 2013 | - | - | - | - | - | - | - | - | 1.11% | 0.40% | 1.57% | 1.88% | 5.04% | 8.73% |
Returns greater than 5%
Returns less than -5%
TAB Composite Month By Month (As Of: 12/31/2019)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TAB YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 7.08% | 2.45% | 2.85% | 3.62% | -5.50% | 5.65% | 1.79% | -0.12% | 0.13% | 2.93% | 3.56% | 2.45% | 29.77% | 31.49% |
| 2018 | 6.51% | -0.90% | -2.28% | 1.23% | 3.83% | -0.19% | 1.56% | 4.42% | -0.25% | -6.17% | 0.62% | -6.05% | 1.53% | -4.38% |
| 2017 | 3.65% | 3.31% | 1.09% | 3.01% | 2.95% | -0.08% | 1.41% | 2.29% | 1.30% | 4.12% | 0.81% | -0.82% | 25.46% | 21.83% |
| 2016 | - | -1.06% | 3.95% | 0.91% | 0.16% | -0.47% | 3.42% | -1.54% | -0.35% | -2.64% | -0.79% | -1.33% | 0.04% | 17.96% ** |
Returns greater than 5%
Returns less than -5%
**The S&P return represents the same partial year performance period as the composite.
TAB Top 5 Holdings (As Of: 02/17/2020)
| Symbol | Name | % Fund |
|---|---|---|
| MA | MASTERCARD INC COM | 14.96% |
| AAPL | APPLE INC COM | 9.95% |
| GOOG | ALPHABET INC CAP ... | 8.09% |
| ISRG | INTUITIVE SURGICA... | 7.39% |
| BRK.B | BERKSHIRE HATHAWA... | 6.83% |
| Total | 47.22% |