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Invest TodayINCEPTION (12/31/1969)
YRS
AVG. ANNUAL RETURN
0.00%
S&P RETURN
0.00%
()
Growth of $10,000
Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 12/31/1969
Model Month By Month (As Of: 07/02/2020)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 2.66% | -0.29% | -12.33% | 13.57% | 10.44% | 6.44% | 1.31% | - | - | - | - | - | 21.39% | -2.13% |
| 2019 | 18.94% | 6.45% | -3.87% | -1.47% | -15.65% | 15.14% | 1.10% | -4.42% | 4.27% | 0.78% | 1.69% | -2.01% | 17.86% | 31.49% |
| 2018 | 0.64% | -5.26% | -2.20% | 2.51% | 3.74% | 0.76% | -2.43% | -3.83% | 5.35% | -13.60% | 0.64% | -15.46% | -27.40% | -4.38% |
| 2017 | 5.07% | 0.25% | -3.64% | -4.60% | -1.64% | 6.67% | 1.56% | -0.12% | 3.41% | -10.72% | 1.40% | 6.10% | 2.36% | 21.83% |
| 2016 | -14.38% | 0.41% | 6.64% | 10.88% | -1.97% | 4.01% | 3.90% | 1.12% | 9.20% | -0.10% | 2.50% | -0.51% | 21.15% | 11.96% |
| 2015 | 1.67% | 5.02% | -9.16% | 17.35% | 1.19% | 2.18% | -5.93% | -2.18% | -10.12% | 7.18% | 2.52% | -4.59% | 2.03% | 1.38% |
| 2014 | -4.18% | 3.99% | -3.33% | -3.90% | 1.65% | 1.71% | -0.72% | 1.55% | -0.79% | -3.44% | -3.17% | -5.81% | -15.70% | 13.69% |
| 2013 | -3.49% | -1.96% | -3.27% | -2.72% | 0.18% | 0.87% | -4.67% | 2.80% | -3.01% | -5.48% | 4.94% | -1.21% | -16.21% | 32.39% |
| 2012 | 7.58% | 7.24% | -2.99% | -1.92% | 3.70% | -4.59% | -1.71% | -3.20% | -1.26% | 1.60% | -1.49% | -1.06% | 1.05% | 16.00% |
| 2011 | 0.59% | 1.19% | 5.03% | 0.51% | 2.22% | 2.07% | -0.30% | -1.03% | 3.59% | -13.02% | 9.25% | -0.11% | 8.76% | 2.11% |
| 2010 | -8.60% | 2.85% | 6.46% | 1.78% | -9.17% | -7.02% | 8.55% | -1.79% | 7.21% | 3.29% | -0.72% | 9.34% | 10.25% | 15.06% |
| 2009 | -6.55% | -2.99% | 3.15% | 42.09% | 3.87% | -4.55% | 26.83% | 10.15% | 2.71% | -2.19% | 16.35% | 3.28% | 122.17% | 26.46% |
| 2008 | -6.23% | -4.91% | 1.38% | 5.93% | 0.20% | -1.85% | -6.27% | -2.38% | -16.69% | -32.47% | -8.41% | -7.41% | -58.89% | -37.00% |
| 2007 | 5.60% | -1.28% | -0.11% | 3.36% | 2.12% | 1.34% | -7.14% | -2.37% | 5.51% | 5.00% | -12.12% | -2.48% | -4.12% | 5.49% |
| 2006 | 12.59% | -2.51% | 8.34% | -3.68% | -7.26% | -0.86% | -5.56% | 7.37% | -3.95% | 5.85% | 8.86% | -2.53% | 15.18% | 15.79% |
| 2005 | -8.27% | 2.38% | -7.55% | -9.68% | 8.46% | 6.50% | 1.28% | 2.49% | 13.39% | -10.01% | 10.02% | 11.02% | 17.18% | 4.91% |
| 2004 | 8.97% | 2.28% | -4.68% | -12.33% | 3.16% | 1.06% | -5.77% | 2.07% | 5.42% | 2.66% | 15.18% | -4.19% | 11.53% | 10.88% |
| 2003 | 2.60% | -2.79% | -2.90% | 0.94% | 8.85% | 2.80% | 9.24% | 10.84% | -1.10% | 7.44% | 10.36% | -2.76% | 51.02% | 28.68% |
| 2002 | -6.07% | -21.99% | 12.54% | -16.13% | -11.34% | -11.61% | -17.06% | -2.42% | -15.99% | 9.94% | 28.32% | -15.90% | -56.27% | -22.10% |
| 2001 | - | - | - | - | -19.89% | -3.17% | -19.25% | -24.67% | -26.64% | 31.25% | 22.41% | 3.88% | -42.23% | -7.20% |
Returns greater than 5%
Returns less than -5%
Composite Month By Month (As Of: 05/31/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 1.16% | -5.32% | -2.02% | 2.86% | 3.16% | - | - | - | - | - | - | - | -0.43% | 2.02% |
Returns greater than 5%
Returns less than -5%
**The S&P return represents the same partial year performance period as the composite.
Top 5 Holdings (As Of: 07/06/2020)
| Symbol | Name | % Fund |
|---|---|---|
| SQ | SQUARE INC CL A | 7.84% |
| USO | UNITED STATES OIL... | 7.42% |
| BZUN | BAOZUN INC SPONSO... | 6.56% |
| LUV | SOUTHWEST AIRLS CO | 6.56% |
| AAPL | APPLE INC COM | 6.48% |
| Total | 34.86% |