Gator Financial Partners Risk Analysis

As of July 31, 2022

Gator Financial
S&P 500 TR
S&P 1500 Financials TR
Annual Compound Return
19.61%
10.91%
7.73%
Cumulative Return
1,145.80%
329.76%
185.24%
Profitable Percentage
62.13%
68.64%
57.99%
Annualized Volatility
26.35%
15.86%
22.81%
Sharpe Ratio (RFR) 0.68 0.66
0.33
Sortino Ratio (RFR)
1.10
0.97
0.46
Downside Deviation
16.35%
10.68%
16.15%
Top 5 Long Positions % of NAV
Genworth Financial Inc 10.93%
First Bancorp Puerto Rico 8.00%
OFG Bancorp 7.11%
PennyMac Financial 6.50%
Victory Capital Holdings 5.68%

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