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 14.00 0.47% 32.12% 63.24% 38.56% 25.44% 3,180.29%
Industries 13.67 0.95% 31.29% 60.61% 35.06% 22.25% 2,427.80%
Sector 14.33 1.95% 16.48% 36.01% 34.61% 20.17% 1,903.39%
  S&P 500   18.50% 27.56% 15.72% 7.98% 211.33%