| 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% |
