Gator Financial Partners Risk Analysis

As of June 30, 2024

Gator Financial
S&P 500 TR
S&P 1500 Financials TR
Annual Compound Return
20.57%
11.69%
8.28%
Cumulative Return
1,895.01%
486.13%
256.89%
Profitable Percentage
61.98%
68.23%
57.29%
Annualized Volatility
26.09%
15.95%
22.48%
Sharpe Ratio (RFR) 0.68 0.63
0.31
Sortino Ratio (RFR)
1.17
1.05
0.51
Downside Deviation
16.12%
10.59%
15.68%
Top 5 Long Positions % of NAV
Robinhood Markets Inc. 10.95%
First Citizens Bancshares 10.58%
Jackson Financial Inc. 6.08%
Axos Financial 5.90%
First Bancorp Puerto Rico 5.79%

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