| 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 | 5.00 | 48.49% | -6.45% | -4.44% | 28.23% | 17.85% | 2,385.28% | |
| Industries | 5.45 | 43.12% | -3.93% | 0.96% | 16.63% | 13.05% | 942.46% | |
| Sector | 5.70 | 39.00% | -5.02% | -5.43% | 18.69% | 12.98% | 912.94% | |
| S&P 500 | -4.67% | 6.76% | 17.12% | 9.61% | 433.43% |
