| 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 | 7.73 | 31.67% | 2.29% | 8.74% | 8.85% | 17.37% | 2,287.16% | |
| Industries | 7.36 | 26.96% | 1.19% | 11.02% | 6.09% | 13.92% | 1,219.03% | |
| Sector | 9.40 | 8.01% | 6.54% | 16.09% | 8.52% | 14.88% | 1,597.02% | |
| S&P 500 | 0.41% | 16.14% | 12.53% | 10.33% | 558.55% |
