| 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 | 8.36 | 25.49% | 8.16% | 8.81% | 8.86% | 17.15% | 2,342.92% | |
| Industries | 7.73 | 20.71% | 9.41% | 16.71% | 5.39% | 13.89% | 1,371.79% | |
| Sector | 9.40 | 8.61% | 12.99% | 18.27% | 7.51% | 14.67% | 1,694.67% | |
| S&P 500 | 13.49% | 20.14% | 11.76% | 10.72% | 642.24% |
