| 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 | 6.64 | 36.74% | 14.62% | 21.85% | 27.53% | 18.54% | 2,489.81% | |
| Industries | 6.27 | 32.07% | 9.26% | 15.97% | 14.13% | 13.70% | 994.42% | |
| Sector | 8.10 | 18.74% | 16.45% | 23.75% | 17.58% | 13.81% | 972.55% | |
| S&P 500 | 24.07% | 37.65% | 15.37% | 10.17% | 461.21% |
