Gator Financial Partners Risk Analysis

As of February 29, 2024

Gator Financial
S&P 500 TR
S&P 1500 Financials TR
Annual Compound Return
20.55%
11.42%
8.28%
Cumulative Return
1,769.51%
444.54%
247.95%
Profitable Percentage
62.23%
68.09%
57.45%
Annualized Volatility
26.31%
16.02%
22.64%
Sharpe Ratio (RFR) 0.68 0.62
0.31
Sortino Ratio (RFR)
1.16
1.02
0.51
Downside Deviation
16.28%
10.65%
15.81%
Top 5 Long Positions % of NAV
First Citizens Bancshares 11.16%
Robinhood Markets Inc. 8.87%
SLM Corp. 6.33%
UMB Financial Corp. 6.20%
Western Alliance Bancorp 6.10%

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