| 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 | 4.75 | 52.79% | -11.68% | -2.95% | 26.43% | 16.19% | 1,020.67% | |
| Sector | 3.80 | 60.93% | -15.73% | -10.55% | 17.42% | 15.06% | 820.21% | |
| Industries | 4.17 | 57.70% | -13.51% | -2.05% | 22.33% | 18.94% | 1,335.06% | |
| S&P 500 | -21.06% | -12.93% | 8.16% | 6.35% | 163.96% |
