| 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 | 14.00 | 0.47% | 32.12% | 63.24% | 38.56% | 25.44% | 3,180.29% | |
| Industries | 13.67 | 0.95% | 31.29% | 60.61% | 35.06% | 22.25% | 2,427.80% | |
| Sector | 14.33 | 1.95% | 16.48% | 36.01% | 34.61% | 20.17% | 1,903.39% | |
| S&P 500 | 18.50% | 27.56% | 15.72% | 7.98% | 211.33% |
