| 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 | 6.73 | 39.15% | -1.15% | 10.19% | 9.62% | 17.06% | 2,181.12% | |
| Industries | 6.09 | 36.85% | -4.33% | 10.69% | 5.50% | 13.50% | 1,128.14% | |
| Sector | 8.70 | 16.06% | 2.17% | 16.35% | 8.28% | 14.49% | 1,481.86% | |
| S&P 500 | -6.93% | 14.45% | 10.35% | 9.84% | 508.73% |
