Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINS (Angel Oak Financial Strategies Income Term Trust) | 1.29% | 10.38% | 14.21% | 2.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINS (Angel Oak Financial Strategies Income Term Trust) | 05/29/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 10.38 | 14.21 | 2.38 | NA | NA | NA | … | … | 1.29 | 15.17 | 18.33 | 2.55 | -18.18 | 9.17 | -12.58 | 7.18 |
| Sharpe Ratio | NA | 1.00 | 1.24 | 0.00 | NA | NA | NA | … | … | 0.37 | 1.26 | 1.96 | -0.11 | -1.30 | 0.82 | -0.26 | 0.90 |
| Standard Deviation(%) | NA | 8.27 | 9.18 | 10.94 | NA | NA | NA | … | … | 8.29 | 9.77 | 7.52 | 10.19 | 15.17 | 11.22 | 49.08 | 12.30 |
| Draw Down(%) | NA | 5.64 | 6.04 | 26.41 | NA | NA | NA | … | … | 5.64 | 6.04 | 4.04 | 10.12 | 21.00 | 10.04 | 40.78 | 6.41 |
| Yield(%) | 0.00 | 10.62 | 11.21 | 7.00 | 4.47 | 2.98 | 2.23 | … | … | 4.36 | 10.44 | 10.99 | 9.32 | 7.41 | 7.82 | 6.03 | 3.60 |
Data as of 06/04/2026, Common starting date is 05/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINS (Angel Oak Financial Strategies Income Term Trust) |
-7.91%
Dec 2019 – Dec 2022 |
-1.32%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINS (Angel Oak Financial Strategies Income Term Trust) |
14.56%
May 2023 – May 2026 |
5.15%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart