| 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 | 13.66 | 0.41% | 31.13% | 74.07% | 38.77% | 25.54% | 3,168.45% | |
| Industries | 13.44 | 0.96% | 28.65% | 69.44% | 34.66% | 22.27% | 2,390.33% | |
| Sector | 14.08 | 1.11% | 15.70% | 43.82% | 34.71% | 20.26% | 1,890.27% | |
| S&P 500 | 19.19% | 33.38% | 15.87% | 8.06% | 213.12% |
