| 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 | 7.73 | 27.90% | 9.05% | 12.97% | 9.86% | 17.24% | 2,352.33% | |
| Industries | 7.73 | 20.05% | 13.36% | 23.19% | 6.64% | 14.11% | 1,439.51% | |
| Sector | 9.50 | 7.48% | 16.12% | 25.45% | 8.71% | 14.90% | 1,759.76% | |
| S&P 500 | 13.95% | 21.34% | 12.08% | 10.78% | 645.29% |
