Annual Compound Return | |||
Cumulative Return | |||
Profitable Percentage | |||
Annualized Volatility | |||
Sharpe Ratio (RFR) | 0.68 | 0.62 | |
Sortino Ratio (RFR) | |||
Downside Deviation |
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% |