Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOIIX (Angel Oak Core Impact Fund Institutional Class) | NA | 2.71% | NA | NA | NA | NA | NA | … | … |
Data as of 02/16/2024, Common starting date is 06/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOIIX (Angel Oak Core Impact Fund Institutional Class) | 06/07/2021 | 02/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 2.71 | NA | NA | NA | NA | NA | … | … | -1.17 | 5.48 | -12.61 | 0.18 |
| Sharpe Ratio | NA | -0.25 | NA | NA | NA | NA | NA | … | … | -1.95 | 0.19 | -2.70 | 0.15 |
| Standard Deviation(%) | NA | 6.55 | NA | NA | NA | NA | NA | … | … | 6.29 | 6.63 | 5.20 | 1.89 |
| Draw Down(%) | NA | 7.55 | NA | NA | NA | NA | NA | … | … | 1.87 | 7.55 | 14.42 | 1.83 |
| Yield(%) | 0.00 | 4.46 | 2.41 | 1.44 | 0.72 | 0.48 | 0.36 | … | … | 0.36 | 4.46 | 2.37 | 0.78 |
Data as of 02/16/2024, Common starting date is 06/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOIIX (Angel Oak Core Impact Fund Institutional Class) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOIIX (Angel Oak Core Impact Fund Institutional Class) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart