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ANGLX: ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 8.69 0(0.0%) December 11
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 07/18/2011 |
| Last Dividend Date: | 10/31/2024 |
| 12-Mo. Yield | 5.36% |
| Expenses | 2.54% |
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Performance Analytics (As of 12/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 7.3 | 8.9 | -0.4 | 0.1 | 1.8 | 3.7 | 5.1 | -12.6 | 4.1 | -2.0 | 4.7 | 2.6 | 4.4 | 3.7 | 1.7 | 5.6 | 3.9 | 22.7 | 1.2 |
| Sharpe Ratio | NA | 0.35 | 0.71 | -1.41 | -0.54 | 0.06 | 0.77 | 0.26 | -5.05 | 2.62 | -0.29 | 2.29 | 0.77 | 2.28 | 1.29 | 1.09 | 3.01 | 1.42 | 6.07 | 0.67 |
| Draw Down(%) | NA | 1.6 | 1.6 | 12.9 | 16.4 | 16.4 | 16.4 | 1.4 | 12.9 | 0.5 | 16.4 | 0.5 | 0.6 | 0.6 | 4.2 | 1.5 | 1.4 | 5.2 | 0.6 | 1.7 |
| Standard Deviation(%) | NA | 3.2 | 3.2 | 3.1 | 4.2 | 3.3 | 3.2 | 3.2 | 2.8 | 1.5 | 7.6 | 1.4 | 1.7 | 1.7 | 2.7 | 1.5 | 1.8 | 2.7 | 3.8 | 3.7 |
| Treynor Ratio | NA | 0.02 | 0.05 | -0.17 | -0.09 | 0.01 | 0.14 | 0.03 | -1.26 | 0.24 | -0.13 | 0.21 | 0.1 | 0.23 | 0.37 | -0.27 | 2.26 | 0.17 | 6.75 | -0.46 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.05 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.08 | 0.01 |
| Beta | NA | 0.46 | 0.45 | 0.27 | 0.24 | 0.2 | 0.18 | 0.32 | 0.11 | 0.17 | 0.17 | 0.16 | 0.13 | 0.16 | 0.09 | -0.06 | 0.02 | 0.23 | 0.03 | -0.05 |
| RSquared | NA | 0.62 | 0.62 | 0.35 | 0.12 | 0.09 | 0.07 | 0.54 | 0.1 | 0.17 | 0.01 | 0.15 | 0.05 | 0.08 | 0.02 | 0.03 | 0.0 | 0.08 | 0.0 | 0.01 |
| Yield(%) | N/A | 4.9 | N/A | N/A | N/A | N/A | N/A | 5.7 | 4.5 | 4.5 | 4.1 | 4.5 | 4.6 | 5.0 | 5.8 | 6.4 | 5.1 | 4.6 | 6.3 | 2.0 |
| Dividend Growth(%) | N/A | -14.6 | N/A | N/A | N/A | N/A | N/A | 4.3 | 0.3 | 2.7 | -9.4 | -3.8 | -7.3 | -16.2 | -13.5 | 27.3 | 10.5 | -16.4 | 213.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/27/2011
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