| 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 | 7.73 | 28.51% | 3.67% | 2.56% | 12.71% | 17.45% | 2,305.21% | |
| Industries | 7.00 | 27.87% | 7.97% | 6.58% | 9.07% | 14.04% | 1,180.41% | |
| Sector | 8.80 | 14.43% | 8.53% | 7.11% | 10.27% | 14.66% | 1,508.06% | |
| S&P 500 | 18.43% | 16.37% | 13.71% | 10.47% | 562.70% |
