Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOUAX (ANGEL OAK ULTRASHORT INCOME FUND CLASS A) | 1.14% | 4.36% | 5.74% | 3.24% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOUAX (ANGEL OAK ULTRASHORT INCOME FUND CLASS A) | 05/01/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.36 | 5.74 | 3.24 | NA | NA | NA | … | … | 1.14 | 5.36 | 6.86 | 6.61 | -3.63 | 0.72 | 1.65 | 3.82 | 1.81 |
| Sharpe Ratio | NA | 1.47 | 1.66 | 0.49 | NA | NA | NA | … | … | 0.26 | 1.56 | 1.91 | 1.88 | -3.91 | 1.15 | 0.34 | 2.41 | 1.36 |
| Standard Deviation(%) | NA | 1.45 | 1.58 | 1.46 | NA | NA | NA | … | … | 1.20 | 1.59 | 1.69 | 1.58 | 1.30 | 0.60 | 4.06 | 0.97 | 0.90 |
| Draw Down(%) | NA | 0.40 | 0.41 | 4.02 | NA | NA | NA | … | … | 0.40 | 0.41 | 0.30 | 0.31 | 4.02 | 0.23 | 7.39 | 0.20 | 0.20 |
| Yield(%) | 0.00 | 4.17 | 4.72 | 3.48 | 2.47 | 1.64 | 1.23 | … | … | 1.34 | 4.82 | 5.15 | 4.26 | 1.78 | 1.11 | 2.00 | 2.88 | 1.80 |
Data as of 06/04/2026, Common starting date is 05/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOUAX (ANGEL OAK ULTRASHORT INCOME FUND CLASS A) |
-0.45%
Dec 2019 – Dec 2022 |
1.37%
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 |
|---|---|---|---|---|
| AOUAX (ANGEL OAK ULTRASHORT INCOME FUND CLASS A) |
6.27%
Dec 2022 – Dec 2025 |
3.46%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart