Gator Financial Partners Risk Analysis

As of January 31, 2024

Gator Financial
S&P 500 TR
S&P 1500 Financials TR
Annual Compound Return
20.40%
11.12%
8.06%
Cumulative Return
1,705.61%
416.94%
234.86%
Profitable Percentage
62.03%
67.91%
57.22%
Annualized Volatility
26.38%
16.02%
22.67%
Sharpe Ratio (RFR) 0.67 0.60
0.30
Sortino Ratio (RFR)
1.15
0.99
0.49
Downside Deviation
16.32%
10.68%
15.85%
Top 5 Long Positions % of NAV
First Citizens Bancshares 10.82%
Western Alliance Bancorp 6.37%
UMB Financial Corp 6.34%
Axos Financial Inc 6.13%
SLM Corp 6.11%

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