Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFINX (Angel Oak Financial Strategies Income Term Trust) | -2.08% | -0.51% | -0.36% | -6.35% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFINX (Angel Oak Financial Strategies Income Term Trust) | 06/19/2019 | 06/03/2026 |
| 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 (%) | 0.15 | -0.51 | -0.36 | -6.35 | NA | NA | NA | … | … | -2.08 | -0.78 | 2.48 | -5.57 | -18.04 | -4.83 | -7.45 | 4.49 |
| Sharpe Ratio | NA | -0.97 | -0.76 | -1.84 | NA | NA | NA | … | … | -1.98 | -0.58 | -1.22 | -2.35 | -4.04 | -1.00 | -0.98 | 2.54 |
| Standard Deviation(%) | NA | 3.73 | 4.65 | 4.85 | NA | NA | NA | … | … | 3.89 | 6.33 | 3.37 | 4.22 | 4.81 | 4.89 | 7.78 | 2.89 |
| Draw Down(%) | NA | 3.84 | 8.59 | 29.61 | NA | NA | NA | … | … | 3.64 | 7.98 | 1.73 | 9.10 | 18.09 | 7.47 | 12.70 | 0.95 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.41 | 0.27 | 0.20 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.54 | 3.52 |
Data as of 06/03/2026, Common starting date is 06/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFINX (Angel Oak Financial Strategies Income Term Trust) |
-10.73%
Feb 2020 – Feb 2023 |
-7.23%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFINX (Angel Oak Financial Strategies Income Term Trust) |
-0.32%
May 2023 – May 2026 |
-4.94%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart