| 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 | 7.73 | 31.08% | 1.19% | 6.28% | 22.08% | 17.73% | 2,254.83% | |
| Industries | 7.18 | 27.52% | 2.03% | 15.20% | 14.41% | 14.04% | 1,080.61% | |
| Sector | 8.30 | 18.72% | 0.46% | 6.23% | 15.23% | 14.54% | 1,387.03% | |
| S&P 500 | 8.84% | 16.89% | 15.19% | 10.22% | 509.04% |
