| 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 | 6.73 | 37.85% | 7.66% | 18.02% | 10.72% | 17.45% | 2,342.19% | |
| Industries | 6.82 | 30.55% | 9.34% | 26.03% | 7.27% | 14.10% | 1,385.48% | |
| Sector | 8.60 | 15.46% | 12.21% | 27.72% | 8.96% | 14.90% | 1,708.12% | |
| S&P 500 | 8.27% | 31.45% | 12.51% | 10.64% | 608.12% |
