| 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 | 7.73 | 29.97% | 5.73% | 8.73% | 9.18% | 17.12% | 2,286.66% | |
| Industries | 7.18 | 28.40% | 8.81% | 16.47% | 5.81% | 13.90% | 1,375.06% | |
| Sector | 8.50 | 17.33% | 12.79% | 21.29% | 8.26% | 14.77% | 1,689.33% | |
| S&P 500 | 8.46% | 16.30% | 11.27% | 10.53% | 609.37% |
