• INCEPTION (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
20186.30%-1.05%-2.41%1.03%3.87%-0.35%1.42%4.20%----13.46% 9.94%
20173.44%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
20186.51%-0.90%-2.28%1.23%3.83%-0.19%1.56%-----9.89% 6.47%
20173.65%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%

TAB Skill Metrics


Over the past years, John has invested in a total of 26 stocks at one time or another and made money on 19 (73.08%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 73.08%
Trading Skills Avg. Gain/Loss Ratio 5.04