| 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 | 35.20% | 2.83% | 13.69% | 25.54% | 18.61% | 2,679.92% | |
| Industries | 5.82 | 39.21% | 3.22% | 14.23% | 12.95% | 13.61% | 1,031.12% | |
| Sector | 6.60 | 28.04% | 3.40% | 9.05% | 15.74% | 13.63% | 1,002.19% | |
| S&P 500 | 4.84% | 21.54% | 14.69% | 10.26% | 488.41% |
