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 9.30 17.90% 26.22% 26.15% 27.32% 20.44% 2,460.91%
Industries 8.40 19.22% 17.21% 25.74% 17.70% 16.28% 1,223.55%
Sector 9.10 16.54% 17.65% 24.05% 14.46% 15.49% 1,096.97%
  S&P 500   13.46% 17.52% 9.63% 8.85% 313.20%