Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) | 2.83% | 5.82% | 2.91% | 2.07% | 1.77% | NA | NA | 4.03% |
Data as of 07/11/2025, AR inception is 07/18/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) | 07/18/2011 | 07/11/2025 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 5.82 | 2.91 | 2.07 | 1.77 | NA | NA | 4.03 | 2.83 | 6.94 | 5.07 | -12.58 | 4.29 | -2.00 | 4.71 | 2.62 | 4.41 | 3.69 | 1.67 | 5.56 | 3.87 | 22.74 | 1.15 |
| Sharpe Ratio | NA | 1.25 | -0.18 | 0.02 | 0.11 | NA | NA | 0.84 | 1.02 | 0.11 | 0.26 | -5.05 | 1.91 | -0.29 | 2.29 | 0.78 | 2.28 | 1.29 | 1.09 | 3.01 | 1.42 | 6.07 | 0.67 |
| Standard Deviation(%) | NA | 2.76 | 3.17 | 2.81 | 3.38 | NA | NA | 3.25 | 2.85 | 3.17 | 3.20 | 2.78 | 2.24 | 7.69 | 1.44 | 1.69 | 1.66 | 2.71 | 1.50 | 1.84 | 2.71 | 3.77 | 3.74 |
| Draw Down(%) | NA | 1.59 | 7.05 | 12.93 | 16.40 | NA | NA | 16.40 | 1.26 | 1.59 | 1.41 | 12.93 | 1.05 | 16.40 | 0.54 | 0.63 | 0.62 | 4.15 | 1.54 | 1.40 | 5.23 | 0.62 | 1.67 |
| Yield(%) | 0.00 | 5.22 | 5.08 | 4.64 | 4.37 | 4.83 | 3.63 | 5.58 | 2.22 | 5.91 | 5.68 | 4.54 | 4.69 | 4.09 | 4.54 | 4.62 | 5.00 | 5.83 | 6.42 | 5.07 | 4.55 | 6.33 | 1.99 |
Data as of 07/11/2025, AR inception is 07/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) |
-3.83%
Feb 2020 - Feb 2023 |
-1.03%
Oct 2018 - Oct 2023 |
1.15%
May 2013 - May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) |
10.85%
Nov 2011 - Nov 2014 |
7.39%
Nov 2011 - Nov 2016 |
5.11%
Nov 2011 - Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart