| 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 | 9.30 | 17.90% | 26.22% | 26.15% | 27.32% | 20.44% | 2,460.91% | |
| Industries | 8.40 | 19.22% | 17.21% | 25.74% | 17.70% | 16.28% | 1,223.55% | |
| Sector | 9.10 | 16.54% | 17.65% | 24.05% | 14.46% | 15.49% | 1,096.97% | |
| S&P 500 | 13.46% | 17.52% | 9.63% | 8.85% | 313.20% |
