Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ANFIX (ANGEL OAK FLEXIBLE INCOME FUND INSTITUTIONAL CLASS) NA -1,210,488.51% nan% nan% NA NA NA
Data as of 05/24/2024, Common starting date is 11/04/2014
More Performance Analytics Comparison
Name Start Date End Date
ANFIX (ANGEL OAK FLEXIBLE INCOME FUND INSTITUTIONAL CLASS) 11/04/2014 05/24/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -1,120,107.33 -1,210,488.51 nan nan NA NA NA -1,168,174.53 -0.31 -6.94 7.05 -3.73 6.85 3.11 5.89 -0.33 3.54 0.56
Sharpe Ratio NA NA NA NA NA NA NA NA -1.27 -2.15 3.40 -0.84 2.45 0.87 3.14 -0.09 1.74 0.95
Standard Deviation(%) NA NA NA NA NA NA NA NA 3.61 3.89 2.07 4.70 2.22 2.06 1.68 5.89 2.02 3.85
Draw Down(%) NA 1,117,242.86 1,082,654.25 1,082,654.25 NA NA NA 1,117,242.86 6.54 7.27 0.67 9.96 0.95 0.64 0.63 10.70 1.84 1.09
Yield(%) 0.00 5.27 4.10 4.09 3.94 2.62 1.97 104.66 4.93 3.77 3.98 4.41 4.67 4.72 4.59 4.93 4.46 0.56
Data as of 05/24/2024, Common starting date is 11/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANFIX (ANGEL OAK FLEXIBLE INCOME FUND INSTITUTIONAL CLASS) -1.70%
Feb 2020 – Feb 2023
-0.04%
Jun 2018 – Jun 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANFIX (ANGEL OAK FLEXIBLE INCOME FUND INSTITUTIONAL CLASS) 6.70%
Feb 2016 – Feb 2019
4.74%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return