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
ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) 1.31% 6.35% 6.85% 1.81% 2.62% NA NA
Data as of 06/05/2026, Common starting date 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 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) -0.11 6.35 6.85 1.81 2.62 NA NA 1.31 7.44 7.77 4.83 -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 1.91 1.35 -0.25 0.29 NA NA 0.45 1.79 1.30 0.37 -5.06 1.91 -0.29 2.24 0.73 2.26 1.29 1.09 3.01 1.42 6.07 0.67
Standard Deviation(%) NA 2.25 2.85 2.80 3.36 NA NA 2.26 2.55 3.19 3.16 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 1.47 1.59 12.93 16.40 NA NA 1.47 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 4.83 5.49 4.55 4.49 5.10 3.82 1.53 5.50 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 06/05/2026, Common starting date 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

3-Year Annualized Rolling Return