| 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% |
