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2502 N. Rocky Point Drive, Suite 665
Tampa, Florida 33607

Gator Financial Partners Risk Analysis

As of March 31, 2024

Gator Financial
S&P 500 TR
S&P 1500 Financials TR
Annual Compound Return
20.83%
11.58%
8.56%
Cumulative Return
1,869.38%
462.06%
264.61%
Profitable Percentage
62.43%
68.25%
57.67%
Annualized Volatility
26.26%
15.99%
22.61%
Sharpe Ratio (RFR) 0.69 0.63
0.32
Sortino Ratio (RFR)
1.17
1.04
0.52
Downside Deviation
16.24%
10.62%
15.77%
Top 5 Long Positions % of NAV
First Citizens Bancshares 10.60%
Robinhood Markets Inc. 10.01%
SLM Corp. 6.05%
UMB Financial Corp. 6.04%
Jackson Financial Inc. 5.93%

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