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ANGLX: ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 8.75 0.02(0.23%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 07/18/2011 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.28% |
| Expenses | 2.54% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 1.3 | 6.3 | 6.7 | 1.8 | 2.6 | 3.9 | 7.4 | 7.8 | 4.8 | -12.6 | 4.3 | -2.0 | 4.7 | 2.6 | 4.4 | 3.7 | 1.7 | 5.6 | 3.9 | 22.7 | 1.2 |
| Sharpe Ratio | NA | 0.45 | 1.91 | 1.35 | -0.25 | 0.29 | 0.88 | 1.79 | 1.3 | 0.37 | -5.06 | 1.91 | -0.29 | 2.24 | 0.73 | 2.26 | 1.29 | 1.09 | 3.01 | 1.42 | 6.07 | 0.67 |
| Draw Down(%) | NA | 1.5 | 1.5 | 1.6 | 12.9 | 16.4 | 16.4 | 1.3 | 1.6 | 1.4 | 12.9 | 1.0 | 16.4 | 0.5 | 0.6 | 0.6 | 4.2 | 1.5 | 1.4 | 5.2 | 0.6 | 1.7 |
| Standard Deviation(%) | NA | 2.3 | 2.3 | 2.9 | 2.8 | 3.4 | 3.2 | 2.6 | 3.2 | 3.2 | 2.8 | 2.2 | 7.7 | 1.4 | 1.7 | 1.7 | 2.7 | 1.5 | 1.8 | 2.7 | 3.8 | 3.7 |
| Treynor Ratio | NA | 0.02 | 0.1 | 0.1 | -0.02 | 0.04 | 0.14 | 0.11 | 0.09 | 0.04 | -1.25 | 0.3 | -0.1 | 0.21 | 0.09 | 0.23 | 0.37 | -0.27 | 2.26 | 0.17 | 6.75 | -0.46 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | -0.05 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.08 | 0.01 |
| Beta | NA | 0.44 | 0.42 | 0.39 | 0.28 | 0.25 | 0.21 | 0.42 | 0.44 | 0.3 | 0.11 | 0.14 | 0.23 | 0.16 | 0.13 | 0.16 | 0.09 | -0.06 | 0.02 | 0.23 | 0.03 | -0.05 |
| RSquared | NA | 0.64 | 0.56 | 0.54 | 0.36 | 0.14 | 0.09 | 0.56 | 0.56 | 0.5 | 0.1 | 0.06 | 0.02 | 0.15 | 0.05 | 0.08 | 0.02 | 0.03 | 0.0 | 0.08 | 0.0 | 0.01 |
| Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | 5.5 | 5.9 | 5.7 | 4.5 | 4.7 | 4.1 | 4.5 | 4.6 | 5.0 | 5.8 | 6.4 | 5.1 | 4.6 | 6.3 | 2.0 |
| Dividend Growth(%) | N/A | -71.7 | N/A | N/A | N/A | N/A | N/A | -5.4 | 2.9 | 4.1 | -3.7 | 7.5 | -9.7 | -3.8 | -7.3 | -16.2 | -13.5 | 27.3 | 10.5 | -16.4 | 213.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/27/2011
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