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 7.91 27.97% 7.78% 28.13% 31.54% 19.78% 2,475.74%
Industries 9.09 10.74% 4.45% 18.49% 17.22% 14.38% 1,055.70%
Sector 10.20 5.47% 7.53% 21.38% 18.25% 13.97% 916.91%
  S&P 500   5.68% 26.11% 13.81% 9.58% 379.53%