| Annual Compound Return | |||
| Cumulative Return | |||
| Profitable Percentage | |||
| Annualized Volatility | |||
| Sharpe Ratio (RFR) | 0.65 | 0.60 | |
| Sortino Ratio (RFR) | |||
| Downside Deviation |
| Top 5 Long Positions | % of NAV |
|---|---|
| First Citizens Bancshares | 11.68% |
| Genworth Financial Inc. | 8.69% |
| Jackson Financial Inc. | 6.10% |
| First Bancorp Puerto Rico | 5.99% |
| OFG Bancorp | 5.93% |