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 4.09 58.80% -10.77% -1.14% 28.09% 17.97% 2,385.56%
Industries 5.09 49.10% -8.91% 3.02% 16.20% 13.04% 864.89%
Sector 4.90 49.22% -8.75% -1.93% 19.42% 13.88% 1,089.70%
  S&P 500   -9.69% 6.65% 14.18% 9.25% 405.35%