| 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 | 4.64 | 52.88% | -3.82% | 2.74% | 24.51% | 17.53% | 2,124.59% | |
| Industries | 4.91 | 48.16% | -2.29% | 10.41% | 15.23% | 13.88% | 1,037.85% | |
| Sector | 5.00 | 47.94% | -4.07% | 3.12% | 16.51% | 14.34% | 1,323.86% | |
| S&P 500 | 2.42% | 10.68% | 15.08% | 9.92% | 473.12% |
