| 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 | 7.36 | 31.01% | 11.07% | 5.17% | 26.99% | 19.17% | 2,509.11% | |
| Industries | 6.64 | 29.30% | 1.70% | -2.17% | 13.06% | 13.31% | 933.25% | |
| Sector | 8.20 | 18.66% | 8.61% | 6.25% | 15.38% | 13.57% | 916.68% | |
| S&P 500 | 14.27% | 18.62% | 13.44% | 9.80% | 416.87% |
