| 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 | 7.73 | 27.36% | 4.57% | 4.78% | 11.54% | 17.66% | 2,400.56% | |
| Industries | 7.45 | 24.13% | 3.20% | 11.11% | 8.17% | 14.13% | 1,229.44% | |
| Sector | 8.70 | 11.99% | 3.32% | 9.26% | 9.53% | 14.82% | 1,569.33% | |
| S&P 500 | 1.24% | 16.09% | 13.36% | 10.45% | 563.99% |
