| Category | Average Holdings | Average Cash Position | Average YTD Return | Average 1 Year Return | Average 5 Year Return | Average Annualized Return | Average Return Since Inception | |
|---|---|---|---|---|---|---|---|---|
| Fundamentals | 14.05 | 0.74% | 30.11% | 72.50% | 34.57% | 20.76% | 2,554.47% | |
| Industries | 14.08 | 0.99% | 37.26% | 82.10% | 27.57% | 18.40% | 2,108.44% | |
| Sector | 14.62 | 1.57% | 18.67% | 51.13% | 35.29% | 23.25% | 2,774.74% | |
| S&P 500 | 18.91% | 33.37% | 15.10% | 7.99% | 206.96% |
