Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOUIX (ANGEL OAK ULTRASHORT INCOME FUND INSTITUTIONAL CLASS) | 1.24% | 4.62% | 6.04% | 3.48% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOUIX (ANGEL OAK ULTRASHORT INCOME FUND INSTITUTIONAL CLASS) | 04/03/2018 | 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 | 4.62 | 6.04 | 3.48 | NA | NA | NA | … | … | 1.24 | 5.63 | 7.01 | 7.01 | -3.47 | 0.98 | 2.01 | 4.06 | 2.10 |
| Sharpe Ratio | NA | 1.51 | 1.77 | 0.63 | NA | NA | NA | … | … | 0.39 | 1.67 | 1.99 | 2.01 | -3.78 | 1.50 | 0.43 | 2.49 | 1.51 |
| Standard Deviation(%) | NA | 1.60 | 1.64 | 1.51 | NA | NA | NA | … | … | 1.38 | 1.65 | 1.71 | 1.69 | 1.30 | 0.64 | 4.07 | 1.04 | 0.90 |
| Draw Down(%) | NA | 0.40 | 0.41 | 3.90 | NA | NA | NA | … | … | 0.40 | 0.41 | 0.21 | 0.42 | 3.90 | 0.10 | 7.38 | 0.10 | 0.20 |
| Yield(%) | 0.00 | 4.42 | 4.98 | 3.72 | 2.66 | 1.78 | 1.33 | … | … | 1.43 | 5.07 | 5.40 | 4.54 | 2.03 | 1.32 | 2.23 | 3.11 | 1.98 |
Data as of 06/04/2026, Common starting date is 04/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOUIX (ANGEL OAK ULTRASHORT INCOME FUND INSTITUTIONAL CLASS) |
-0.20%
Nov 2019 – Nov 2022 |
1.54%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOUIX (ANGEL OAK ULTRASHORT INCOME FUND INSTITUTIONAL CLASS) |
6.55%
Dec 2022 – Dec 2025 |
3.71%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart