| 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 | 7.27 | 30.65% | 19.45% | 25.06% | 28.01% | 18.75% | 2,601.10% | |
| Industries | 6.00 | 35.28% | 12.83% | 16.42% | 13.77% | 13.68% | 1,011.59% | |
| Sector | 7.80 | 19.38% | 20.06% | 25.67% | 17.30% | 13.94% | 1,007.29% | |
| S&P 500 | 25.28% | 30.88% | 14.78% | 10.18% | 466.69% |
