Nasdaq - Delayed Quote USD

Gator Series Trust - Gator Financial Fund (GFFIX)

10.70 0.00 (0.00%)
At close: January 13 at 6:45 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return 15.85%
5y Average Return -0.18%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 34.62%
Worst 1Y Total Return (Feb 4, 2019) -25.61%
Best 3Y Total Return 34.62%
Worst 3Y Total Return -5.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GFFIX
Category
YTD
-30.30%
23.64%
1-Month
1.90%
-3.05%
3-Month
-19.90%
5.29%
1-Year
-17.49%
61.45%
3-Year
-2.40%
10.74%
5-Year
-3.46%
14.55%
10-Year
0.00%
11.64%
Last Bull Market
0.00%
28.35%
Last Bear Market
0.00%
-25.24%

Annual Total Return (%) History

Year
GFFIX
Category
2020
--
-1.15%
2019
34.62%
28.39%
2018
-15.65%
-14.21%
2017
16.13%
16.72%
2016
16.90%
19.09%
2015
-25.61%
-0.87%
2014
-3.58%
4.90%
2013
--
34.57%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -40.19% -- -- --
2019 19.52% 2.26% 1.34% 8.69%
2018 -2.53% 9.45% 2.98% -23.22%
2017 0.94% 1.95% 5.29% 7.18%
2016 -0.98% 2.85% 5.12% 9.20%
2015 -4.04% -1.35% -15.02% -7.53%
2014 1.64% 4.29% -9.11% 0.08%
2013 7.42% 16.39% -- --

Rank in Category (By Total Return)

YTD 67
1-Month 74
3-Month 81
1-Year 61
3-Year --
5-Year --

Load Adjusted Returns

1-Year -17.49%
3-Year -2.40%
5-Year -3.46%
10-Year --

Performance & Risk

YTD Return 15.85%
5y Average Return -0.18%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.63
Morningstar Risk Rating

Fund Overview

Category Financial
Fund Family Gator
Net Assets 3.21M
YTD Return -30.30%
Yield 0.76%
Morningstar Rating
Inception Date Apr 24, 2013

Fund Summary

Under normal market conditions, the fund will invest at least 80% of its net assets in securities of companies "principally engaged" in the business of providing financial services. The advisor considers an issuer to be "principally engaged" in the business of providing financial services if at least 50% of itsassets, gross income, or net profits are committed to, or derived from, financial services activities.

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