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)
Industries 4.00 57.27% 3.87% -1.03% 16.38% 16.11% 1,230.45%
Fundamentals 4.80 45.98% 1.67% 12.04% 32.55% 19.69% 1,642.95%
Sector 5.20 43.83% 9.00% -2.84% 18.97% 17.35% 1,254.46%
  S&P 500   9.44% -5.60% 11.36% 9.00% 300.11%