| 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 | 6.09 | 39.07% | 19.90% | 18.55% | 26.60% | 18.72% | 2,653.39% | |
| Industries | 6.36 | 33.97% | 13.79% | 12.22% | 12.77% | 13.62% | 1,014.50% | |
| Sector | 7.40 | 21.18% | 15.60% | 15.17% | 15.31% | 13.63% | 969.60% | |
| S&P 500 | 25.46% | 25.45% | 13.95% | 10.14% | 467.50% |
