| 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) | |
|---|---|---|---|---|---|---|---|---|
| Industries | 4.00 | 57.27% | 3.87% | -1.03% | 16.38% | 16.11% | 1,230.45% | |
| Fundamentals | 4.80 | 45.98% | 1.67% | 12.04% | 32.55% | 19.69% | 1,642.95% | |
| Sector | 5.20 | 43.83% | 9.00% | -2.84% | 18.97% | 17.35% | 1,254.46% | |
| S&P 500 | 9.44% | -5.60% | 11.36% | 9.00% | 300.11% |
