| 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 | 12.21 | 1.95% | 32.87% | 40.19% | 36.81% | 25.22% | 3,198.25% | |
| Industries | 11.24 | 4.09% | 28.88% | 36.11% | 32.91% | 21.80% | 2,362.94% | |
| Sector | 12.42 | 4.28% | 16.17% | 20.31% | 32.86% | 19.92% | 1,884.74% | |
| S&P 500 | 22.34% | 24.43% | 15.68% | 8.13% | 221.42% |
