Gator Financial Partners Risk Analysis

As of August 31, 2023

Gator Financial
S&P 500 TR
S&P 1500 Financials TR
Annual Compound Return
19.69%
10.87%
7.39%
Cumulative Return
1,426.21%
377.96%
194.95%
Profitable Percentage
62.09%
68.13%
57.14%
Annualized Volatility
26.57%
15.99%
22.78%
Sharpe Ratio (RFR) 0.65 0.60
0.28
Sortino Ratio (RFR)
1.09
0.96
0.45
Downside Deviation
16.53%
10.74%
16.03%
Top 5 Long Positions % of NAV
First Citizens Bancshares 11.68%
Genworth Financial Inc. 8.69%
Jackson Financial Inc. 6.10%
First Bancorp Puerto Rico 5.99%
OFG Bancorp 5.93%

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