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100 S. Ashley Dr., Suite 895
Tampa, FL 33602

Gator Financial Partners Risk Analysis

As of February 28, 2023

Gator Financial
S&P 500 TR
S&P 1500 Financials TR
Annual Compound Return
19.99%
10.23%
7.93%
Cumulative Return
1,349.29%
317.42%
206.06%
Profitable Percentage
62.50%
67.60%
57.40%
Annualized Volatility
26.53%
16.16%
22.83%
Sharpe Ratio (RFR) 0.67 0.56
0.31
Sortino Ratio (RFR)
1.12
0.90
0.48
Downside Deviation
16.43%
10.92%
16.02%
Top 5 Long Positions % of NAV
Genworth Financial Inc 10.45%
Jackson Financial Inc. 7.40%
OFG Bancorp 6.55%
First Bancorp Puerto Rico 6.31
PennyMac Financial Services 5.61%

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