| 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 | 8.18 | 24.69% | 14.62% | 27.70% | 30.95% | 19.94% | 2,707.79% | |
| Industries | 7.82 | 19.49% | 6.11% | 16.78% | 16.40% | 14.27% | 1,077.19% | |
| Sector | 10.00 | 6.89% | 11.76% | 22.76% | 17.75% | 13.99% | 944.56% | |
| S&P 500 | 9.77% | 26.78% | 13.83% | 9.67% | 396.50% |
