| 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 | 6.18 | 39.78% | 8.05% | 16.61% | 10.83% | 17.42% | 2,326.74% | |
| Industries | 6.82 | 31.51% | 10.30% | 25.09% | 6.74% | 14.09% | 1,405.61% | |
| Sector | 7.70 | 24.63% | 13.14% | 27.08% | 8.85% | 14.90% | 1,728.14% | |
| S&P 500 | 9.45% | 29.49% | 12.69% | 10.68% | 615.81% |
