| 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 | 7.27 | 33.43% | 2.94% | 5.15% | 9.26% | 17.49% | 2,337.16% | |
| Industries | 7.36 | 29.03% | -0.02% | 6.26% | 6.21% | 13.89% | 1,196.80% | |
| Sector | 8.90 | 11.70% | 6.21% | 12.91% | 9.22% | 14.92% | 1,588.08% | |
| S&P 500 | 1.09% | 15.64% | 12.63% | 10.41% | 563.00% |
