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 | 4.09 | 58.80% | -10.77% | -1.14% | 28.09% | 17.97% | 2,385.56% | |
Industries | 5.09 | 49.10% | -8.91% | 3.02% | 16.20% | 13.04% | 864.89% | |
Sector | 4.90 | 49.22% | -8.75% | -1.93% | 19.42% | 13.88% | 1,089.70% | |
S&P 500 | -9.69% | 6.65% | 14.18% | 9.25% | 405.35% |