| 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 | 8.00 | 27.72% | 3.26% | 1.54% | 12.70% | 17.45% | 2,292.91% | |
| Industries | 6.91 | 28.54% | 7.37% | 6.80% | 9.06% | 14.03% | 1,174.00% | |
| Sector | 9.00 | 14.57% | 7.85% | 6.83% | 10.07% | 14.64% | 1,498.12% | |
| S&P 500 | 16.76% | 15.48% | 13.65% | 10.40% | 553.37% |
