Angel Oak Financial Strategies Income Term Trust (FINS)

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The chart shows the growth of an initial investment of $10,000 in Angel Oak Financial Strategies Income Term Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Angel Oak Financial Strategies Income Term Trust (FINS) has returned -0.90% so far this year and 4.91% over the past 12 months.

Based on dividend-adjusted daily data since May 29, 2019, FINS's average daily return is +0.02%, while the average monthly return is +0.23%. At this rate, your investment would double in approximately 25.1 years.

Historically, 60% of months were positive and 40% were negative. The best month was Aug 2020 with a return of +6.0%, while the worst month was Mar 2020 at -16.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FINS closed higher 50% of trading days. The best single day was Mar 19, 2020 with a return of +27.9%, while the worst single day was Mar 18, 2020 at -25.5%.

Angel Oak Financial Strategies Income Term Trust has an annualized alpha of -1.22%, beta of 0.39, and R² of 0.14 versus S&P 500 Index. Calculated based on daily prices since May 30, 2019.

• This fund participated in 34.12% of S&P 500 Index downside but only 20.05% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.39 may look defensive, but with R² of 0.14 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.14 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FINS has an expense ratio of 0.03%, which is considered low.

FINS ranks 19 for risk / return — in the bottom 19% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Angel Oak Financial Strategies Income Term Trust (FINS) and compare them to a chosen benchmark (S&P 500 Index).

Angel Oak Financial Strategies Income Term Trust provided a 10.64% dividend yield over the last twelve months, with an annual payout of $1.36 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Angel Oak Financial Strategies Income Term Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Angel Oak Financial Strategies Income Term Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Angel Oak Financial Strategies Income Term Trust was 40.79%, occurring on Mar 18, 2020. Recovery took 1365 trading sessions.

The current Angel Oak Financial Strategies Income Term Trust drawdown is 2.90%.

The chart below shows the rolling one-month volatility.