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 5.20 45.72% -12.42% 7.04% 33.74% 24.04% 2,861.72%
Sector 4.40 54.15% -22.68% -14.54% 22.32% 19.55% 1,635.21%
Industries 5.00 48.34% -16.77% -1.36% 23.53% 21.72% 2,515.31%
  S&P 500   -15.91% -3.57% 10.82% 6.96% 181.20%