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ANGIX: ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 8.59 0.01(0.12%) May 23
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 08/16/2012 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 3.63% |
| Expenses | 2.54% |
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Performance Analytics (As of 05/19/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/16/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.0 | 5.1 | 1.1 | 2.1 | 1.7 | 2.8 | 7.2 | 5.4 | -12.4 | 4.5 | -1.7 | 5.0 | 2.8 | 4.7 | 3.8 | 2.0 | 5.8 | 4.1 | 5.7 |
| Sharpe Ratio | NA | -1.01 | -0.49 | -1.03 | -0.2 | 0.0 | 0.46 | 0.18 | 0.34 | -4.93 | 2.59 | -0.25 | 2.35 | 0.86 | 2.26 | 1.3 | 1.33 | 3.04 | 1.47 | 6.18 |
| Draw Down(%) | NA | 1.4 | 1.8 | 8.9 | 12.7 | 16.4 | 16.4 | 1.6 | 1.5 | 12.7 | 0.4 | 16.4 | 0.5 | 0.6 | 0.6 | 4.2 | 1.5 | 1.4 | 5.3 | 0.3 |
| Standard Deviation(%) | NA | 2.6 | 2.7 | 3.2 | 2.7 | 3.4 | 3.2 | 3.2 | 3.3 | 2.8 | 1.7 | 7.7 | 1.5 | 1.8 | 1.8 | 2.8 | 1.5 | 1.9 | 2.8 | 2.6 |
| Treynor Ratio | NA | -0.07 | -0.03 | -0.11 | -0.02 | 0.0 | 0.07 | 0.01 | 0.04 | -1.49 | 0.25 | -0.12 | 0.22 | 0.1 | 0.2 | 0.43 | -0.28 | 2.15 | 0.15 | -2.85 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.05 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.06 |
| Beta | NA | 0.38 | 0.39 | 0.29 | 0.26 | 0.22 | 0.21 | 0.47 | 0.32 | 0.09 | 0.17 | 0.17 | 0.17 | 0.15 | 0.2 | 0.08 | -0.07 | 0.03 | 0.28 | -0.06 |
| RSquared | NA | 0.61 | 0.58 | 0.38 | 0.31 | 0.11 | 0.09 | 0.63 | 0.52 | 0.07 | 0.15 | 0.01 | 0.15 | 0.06 | 0.11 | 0.01 | 0.03 | 0.0 | 0.11 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.6 | 4.6 | 4.6 | 4.4 | N/A | 5.6 | 6.0 | 4.8 | 5.0 | 4.4 | 4.8 | 4.8 | 5.3 | 6.1 | 6.7 | 5.3 | 4.8 | 2.3 |
| Dividend Growth(%) | N/A | -100.0 | -38.5 | -11.4 | -26.4 | N/A | N/A | -7.5 | 3.7 | -3.9 | 6.2 | -8.8 | -3.1 | -7.7 | -15.9 | -12.9 | 25.7 | 10.5 | 116.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/16/2012
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