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 4.75 52.79% -11.68% -2.95% 26.43% 16.19% 1,020.67%
Sector 3.80 60.93% -15.73% -10.55% 17.42% 15.06% 820.21%
Industries 4.17 57.70% -13.51% -2.05% 22.33% 18.94% 1,335.06%
  S&P 500   -21.06% -12.93% 8.16% 6.35% 163.96%