| 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 | 10.55 | 14.21% | 6.52% | 9.76% | 20.42% | 17.88% | 2,393.94% | |
| Industries | 9.18 | 15.97% | 7.09% | 16.02% | 13.19% | 14.13% | 1,132.08% | |
| Sector | 11.10 | 3.02% | 6.50% | 8.55% | 14.87% | 14.74% | 1,496.50% | |
| S&P 500 | 14.81% | 17.18% | 15.18% | 10.42% | 542.44% |
