Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) | 1.98% | 7.92% | 1.94% | 2.39% | 1.91% | NA | NA | 3.16% |
Data as of 05/30/2025, AR inception is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) | 08/16/2012 | 05/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 7.92 | 1.94 | 2.39 | 1.91 | NA | NA | 3.16 | 1.98 | 7.18 | 5.38 | -12.40 | 4.46 | -1.73 | 4.98 | 2.85 | 4.69 | 3.81 | 2.02 | 5.84 | 4.12 | 5.66 |
| Sharpe Ratio | NA | 0.74 | -0.64 | -0.03 | 0.08 | NA | NA | 0.53 | -1.09 | 0.18 | 0.34 | -4.93 | 2.59 | -0.25 | 2.35 | 0.86 | 2.26 | 1.30 | 1.33 | 3.04 | 1.47 | 6.18 |
| Standard Deviation(%) | NA | 2.76 | 3.21 | 2.73 | 3.36 | NA | NA | 3.16 | 2.57 | 3.21 | 3.30 | 2.80 | 1.71 | 7.68 | 1.52 | 1.79 | 1.80 | 2.76 | 1.50 | 1.92 | 2.79 | 2.62 |
| Draw Down(%) | NA | 1.78 | 8.82 | 12.67 | 16.43 | NA | NA | 16.43 | 1.38 | 1.59 | 1.53 | 12.67 | 0.39 | 16.43 | 0.54 | 0.63 | 0.65 | 4.21 | 1.47 | 1.38 | 5.27 | 0.26 |
| Yield(%) | 0.00 | 6.09 | 5.28 | 4.93 | 4.58 | 4.18 | 3.13 | 5.22 | 1.85 | 6.15 | 5.96 | 4.79 | 4.95 | 4.37 | 4.79 | 4.85 | 5.27 | 6.10 | 6.68 | 5.34 | 4.80 | 2.29 |
Data as of 05/30/2025, AR inception is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) |
-3.65%
Feb 2020 - Feb 2023 |
-0.79%
Oct 2018 - Oct 2023 |
1.38%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) |
5.55%
Feb 2016 - Feb 2019 |
4.51%
Aug 2013 - Aug 2018 |
2.24%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart