Performance Comparison
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
