| 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 | 6.64 | 38.03% | 3.88% | 21.23% | 9.35% | 17.31% | 2,292.42% | |
| Industries | 6.00 | 36.26% | 5.85% | 28.38% | 6.60% | 14.02% | 1,287.49% | |
| Sector | 8.40 | 17.57% | 8.62% | 29.68% | 8.39% | 14.81% | 1,624.18% | |
| S&P 500 | 4.24% | 38.60% | 11.81% | 10.46% | 581.73% |
