Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) 1.85% 7.08% 7.24% 2.16% 2.91% NA NA
Data as of 06/05/2026, Common starting date is 08/16/2012
More Performance Analytics Comparison
Name Start Date End Date
ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) 08/16/2012 06/05/2026
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 2017 2016 2015 2014 2013 2012
Annualized Return (%) -0.11 7.08 7.24 2.16 2.91 NA NA 1.85 7.73 7.78 5.38 -12.40 4.46 -1.73 4.98 2.85 4.69 3.81 2.02 5.84 4.12 5.66
Sharpe Ratio NA 1.89 1.37 -0.13 0.37 NA NA 0.75 1.88 1.29 0.53 -4.95 2.59 -0.26 2.31 0.82 2.24 1.30 1.32 3.04 1.46 6.18
Standard Deviation(%) NA 2.35 2.92 2.87 3.37 NA NA 2.48 2.58 3.22 3.30 2.80 1.71 7.68 1.52 1.79 1.80 2.76 1.50 1.92 2.79 2.62
Draw Down(%) NA 1.47 1.59 12.67 16.43 NA NA 1.47 1.26 1.59 1.53 12.67 0.39 16.43 0.54 0.63 0.65 4.21 1.47 1.38 5.27 0.26
Yield(%) 0.44 5.52 5.90 4.85 4.76 4.47 3.35 2.06 5.76 6.15 5.96 4.79 4.95 4.37 4.79 4.85 5.27 6.10 6.68 5.34 4.80 2.29
Data as of 06/05/2026, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) -3.65%
Feb 2020 – Feb 2023
-0.79%
Oct 2018 – Oct 2023
1.38%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) 7.33%
Feb 2023 – Feb 2026
4.51%
Aug 2013 – Aug 2018
3.20%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return