Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARY (Angel Oak Income ETF) | 1.77% | 6.84% | 7.54% | 5.20% | 2.57% | 1.70% | 1.28% | … | … |
Data as of 06/09/2026, Common starting date is 05/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARY (Angel Oak Income ETF) | 05/28/1997 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.84 | 7.54 | 5.20 | 2.57 | 1.70 | 1.28 | … | … | 1.77 | 7.56 | 7.57 | 8.66 | 10.93 | 39.29 | 15.70 | 10.00 |
| Sharpe Ratio | NA | 2.21 | 1.56 | 1.02 | 0.39 | NA | NA | … | … | 0.61 | 2.31 | 1.24 | 1.65 | -0.02 | 0.61 | 0.23 | 0.28 |
| Standard Deviation(%) | NA | 1.80 | 2.74 | 5.79 | 5.79 | NA | NA | … | … | 1.99 | 2.03 | 3.18 | 3.06 | 25.32 | 59.07 | 54.35 | 48.08 |
| Draw Down(%) | NA | 1.24 | 1.68 | 1.68 | 1.68 | NA | NA | … | … | 1.24 | 1.15 | 1.68 | 1.08 | 0.56 | 37.85 | 57.63 | 22.54 |
| Yield(%) | 0.00 | 5.97 | 6.35 | 4.49 | 2.24 | 1.50 | 1.12 | … | … | 2.10 | 6.21 | 6.75 | 6.50 | 0.48 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 05/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARY (Angel Oak Income ETF) |
-9.14%
Jul 2020 – Jul 2023 |
-2.60%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARY (Angel Oak Income ETF) |
38.36%
Jun 2022 – Jun 2025 |
11.39%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart