| 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 | 6.55 | 40.16% | 1.56% | 17.65% | 8.59% | 17.19% | 2,239.20% | |
| Industries | 6.27 | 33.90% | 2.94% | 23.42% | 5.80% | 13.87% | 1,237.19% | |
| Sector | 8.40 | 17.84% | 6.51% | 27.02% | 8.09% | 14.70% | 1,576.47% | |
| S&P 500 | -0.27% | 27.63% | 11.01% | 10.21% | 552.28% |
