| 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 | 56.14% | -2.82% | 1.75% | 24.92% | 17.36% | 2,045.15% | |
| Industries | 5.55 | 43.23% | 1.12% | 7.53% | 15.68% | 13.79% | 984.46% | |
| Sector | 5.10 | 45.94% | -1.49% | 2.38% | 18.55% | 14.54% | 1,222.29% | |
| S&P 500 | 1.94% | 12.94% | 15.89% | 9.94% | 470.43% |
