| 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 | 8.64 | 24.26% | 2.34% | -4.30% | 14.69% | 17.46% | 2,289.25% | |
| Industries | 6.91 | 29.92% | 5.00% | 1.23% | 9.93% | 13.91% | 1,129.97% | |
| Sector | 9.30 | 11.51% | 6.25% | -0.33% | 11.16% | 14.59% | 1,462.93% | |
| S&P 500 | 17.24% | 14.14% | 14.20% | 10.45% | 556.05% |
