| 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 | 10.09 | 17.01% | 4.52% | 11.48% | 21.31% | 17.81% | 2,340.50% | |
| Industries | 9.27 | 14.77% | 2.03% | 12.50% | 13.16% | 13.92% | 1,088.95% | |
| Sector | 10.80 | 3.16% | 4.35% | 9.13% | 14.99% | 14.66% | 1,436.48% | |
| S&P 500 | 12.79% | 17.72% | 14.95% | 10.35% | 531.11% |
