| Category | Average Holdings | Average Cash Position | Average YTD Return | Average 1 Year Return | Average 5 Year Return | Average Annualized Return | Total Return Since Inception (2007) | |
|---|---|---|---|---|---|---|---|---|
| Fundamentals | 7.64 | 32.46% | -0.31% | 9.26% | 10.12% | 17.19% | 2,221.54% | |
| Industries | 7.36 | 27.35% | -1.33% | 11.07% | 7.01% | 13.74% | 1,158.78% | |
| Sector | 9.60 | 7.72% | 1.96% | 15.49% | 8.42% | 14.58% | 1,500.53% | |
| S&P 500 | -1.58% | 17.45% | 12.54% | 10.21% | 545.48% |
