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 5.55 45.30% -1.94% 5.04% 24.44% 17.61% 2,176.28%
Industries 6.00 36.87% -0.69% 11.48% 15.14% 13.94% 1,056.50%
Sector 6.50 32.47% -2.34% 4.03% 16.44% 14.43% 1,351.63%
  S&P 500   5.49% 13.34% 15.85% 10.08% 490.31%