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Invest TodayINCEPTION (09/21/2013)
5 YRS
AVG. ANNUAL RETURN
9.39%
S&P RETURN
14.06%
(TAB) Tabernacle Fund
TAB Growth of $10,000
TAB Model
TAB Composite
S&P 500
TAB Month By Month (As Of: 08/31/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TAB YTD | S&P YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 6.30% | -1.05% | -2.41% | 1.03% | 3.87% | -0.35% | 1.42% | 4.20% | - | - | - | - | 13.46% | 9.94% |
| 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: 07/31/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | TAB YTD | S&P TR YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 6.51% | -0.90% | -2.28% | 1.23% | 3.83% | -0.19% | 1.56% | - | - | - | - | - | 9.89% | 6.47% |
| 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% | 25.48% | 21.83% |
| 2016 | - | -1.06% | 3.95% | 0.91% | 0.16% | -0.47% | 3.42% | -1.54% | -0.35% | -2.64% | -0.79% | -1.13% | 0.26% | 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
| Symbol | Name | Current Price | % Fund |
|---|---|---|---|
| MA | Mastercard Inc | $221.27 | 12.70% |
| ISRG | Intuitive Surgical Inc | $556.77 | 8.88% |
| GOOG | Alphabet Inc | $1166.09 | 7.44% |
| AAPL | Apple Inc | $217.66 | 6.94% |
| BKNG | Booking Holdings Inc | $1956.74 | 5.99% |
| Total | 41.94% |