| 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 | 9.18 | 18.49% | 2.74% | 8.68% | 19.61% | 17.59% | 2,239.22% | |
| Industries | 8.18 | 21.44% | 0.95% | 12.29% | 12.68% | 13.71% | 1,055.34% | |
| Sector | 10.20 | 6.07% | 3.64% | 7.26% | 14.47% | 14.69% | 1,407.21% | |
| S&P 500 | 10.66% | 15.17% | 13.80% | 10.26% | 519.25% |
