| 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 | 6.91 | 31.69% | 3.55% | 24.12% | 26.03% | 18.78% | 2,731.01% | |
| Industries | 6.18 | 38.42% | 0.40% | 14.41% | 11.93% | 13.52% | 1,012.23% | |
| Sector | 7.30 | 24.76% | 2.87% | 18.72% | 15.05% | 13.68% | 987.51% | |
| S&P 500 | 2.21% | 25.81% | 13.49% | 10.16% | 473.68% |
