| 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 | 6.82 | 32.14% | 4.73% | 23.68% | 26.94% | 18.83% | 2,768.05% | |
| Industries | 6.09 | 38.35% | 2.06% | 14.19% | 12.86% | 13.60% | 1,023.16% | |
| Sector | 6.70 | 28.53% | 4.47% | 17.86% | 16.22% | 13.76% | 1,004.89% | |
| S&P 500 | 3.99% | 24.97% | 14.43% | 10.25% | 483.65% |
