| 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 | 6.55 | 39.61% | 5.13% | 17.28% | 9.00% | 17.35% | 2,295.16% | |
| Industries | 6.18 | 35.20% | 6.31% | 24.30% | 5.93% | 14.02% | 1,312.82% | |
| Sector | 8.40 | 17.54% | 9.45% | 26.07% | 8.07% | 14.81% | 1,644.77% | |
| S&P 500 | 4.79% | 30.04% | 11.80% | 10.48% | 585.38% |
