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 9.91 16.71% 6.72% 10.19% 20.11% 17.83% 2,410.66%
Industries 8.73 18.20% 7.37% 14.78% 13.22% 14.10% 1,147.13%
Sector 10.40 6.51% 6.22% 8.33% 14.55% 14.68% 1,485.00%
  S&P 500   16.19% 17.70% 15.48% 10.46% 550.16%