| 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 | 7.18 | 34.22% | -1.83% | 7.47% | 8.35% | 17.04% | 2,166.72% | |
| Industries | 6.55 | 33.46% | -3.02% | 10.02% | 5.13% | 13.60% | 1,145.29% | |
| Sector | 8.80 | 15.18% | 1.23% | 14.77% | 7.61% | 14.47% | 1,484.75% | |
| S&P 500 | -4.80% | 15.34% | 11.03% | 9.98% | 522.63% |
