| 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 | 7.91 | 30.17% | 5.96% | 11.18% | 9.18% | 17.19% | 2,285.01% | |
| Industries | 7.45 | 28.16% | 12.25% | 22.89% | 6.24% | 14.15% | 1,442.45% | |
| Sector | 8.10 | 20.06% | 13.10% | 23.75% | 8.33% | 14.85% | 1,748.97% | |
| S&P 500 | 9.32% | 20.33% | 11.86% | 10.61% | 614.99% |
