| 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 | 5.09 | 54.39% | -6.98% | -0.06% | 25.85% | 17.12% | 1,952.29% | |
| Industries | 5.45 | 45.54% | -4.85% | 2.56% | 15.77% | 13.46% | 914.23% | |
| Sector | 5.00 | 49.22% | -6.32% | -2.90% | 18.93% | 14.26% | 1,153.29% | |
| S&P 500 | -5.53% | 8.69% | 14.77% | 9.51% | 428.61% |
