| 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 | 7.82 | 29.81% | 8.49% | 16.55% | 9.99% | 17.38% | 2,361.59% | |
| Industries | 7.64 | 27.58% | 12.99% | 27.21% | 6.54% | 14.16% | 1,510.21% | |
| Sector | 8.10 | 20.13% | 14.84% | 29.75% | 8.75% | 14.94% | 1,809.16% | |
| S&P 500 | 9.61% | 26.00% | 12.55% | 10.64% | 616.87% |
