| 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% |
