| 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 | 7.27 | 31.92% | 7.35% | 12.08% | 9.17% | 17.17% | 2,328.36% | |
| Industries | 7.27 | 23.43% | 11.97% | 23.98% | 6.27% | 14.07% | 1,407.56% | |
| Sector | 8.90 | 12.09% | 14.07% | 24.89% | 8.36% | 14.82% | 1,722.81% | |
| S&P 500 | 12.81% | 21.31% | 12.10% | 10.73% | 637.82% |
