| 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 | 8.36 | 22.68% | 13.97% | 30.30% | 30.51% | 19.95% | 2,705.79% | |
| Industries | 8.00 | 18.43% | 5.02% | 18.07% | 15.92% | 14.24% | 1,067.99% | |
| Sector | 10.10 | 8.15% | 10.93% | 24.05% | 17.41% | 13.97% | 934.31% | |
| S&P 500 | 7.87% | 24.14% | 12.87% | 9.58% | 387.93% |
