Gator Financial Partners Risk Analysis

As of May 31, 2022

Gator Financial
S&P 500 TR
S&P 1500 Financials TR
Annual Compound Return
20.31%
11.03%
8.15%
Cumulative Return
1,210.08%
328.88%
197.52%
Profitable Percentage
62.28%
68.86%
58.08%
Annualized Volatility
26.19%
15.60%
22.67%
Sharpe Ratio (RFR) 0.71 0.67
0.35
Sortino Ratio (RFR)
1.16
1.00
0.49
Downside Deviation
16.13%
10.52%
15.99%
Top 5 Long Positions % of NAV
Genworth Financial Inc 7.67%
First Bancorp Puerto Rico 7.66%
OFG Bancorp 7.10%
Jackson Financial Inc 7.01%
PennyMac Financial 5.89%

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