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ANFIX vs. XLV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ANFIX and XLV is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

ANFIX vs. XLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Angel Oak Financials Income Fund (ANFIX) and Health Care Select Sector SPDR Fund (XLV). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%December2025FebruaryMarchAprilMay
21.10%
138.37%
ANFIX
XLV

Key characteristics

Returns By Period


ANFIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

XLV

YTD

-1.23%

1M

0.66%

6M

-7.80%

1Y

-3.52%

5Y*

8.09%

10Y*

8.08%

*Annualized

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ANFIX vs. XLV - Expense Ratio Comparison

ANFIX has a 0.85% expense ratio, which is higher than XLV's 0.12% expense ratio.


Risk-Adjusted Performance

ANFIX vs. XLV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANFIX
The Risk-Adjusted Performance Rank of ANFIX is 8787
Overall Rank
The Sharpe Ratio Rank of ANFIX is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of ANFIX is 9696
Sortino Ratio Rank
The Omega Ratio Rank of ANFIX is 9595
Omega Ratio Rank
The Calmar Ratio Rank of ANFIX is 5151
Calmar Ratio Rank
The Martin Ratio Rank of ANFIX is 9696
Martin Ratio Rank

XLV
The Risk-Adjusted Performance Rank of XLV is 1212
Overall Rank
The Sharpe Ratio Rank of XLV is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of XLV is 1212
Sortino Ratio Rank
The Omega Ratio Rank of XLV is 1212
Omega Ratio Rank
The Calmar Ratio Rank of XLV is 1111
Calmar Ratio Rank
The Martin Ratio Rank of XLV is 1313
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ANFIX vs. XLV - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Angel Oak Financials Income Fund (ANFIX) and Health Care Select Sector SPDR Fund (XLV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



Rolling 12-month Sharpe Ratio0.001.002.003.004.00December2025FebruaryMarchAprilMay
2.10
-0.24
ANFIX
XLV

Dividends

ANFIX vs. XLV - Dividend Comparison

ANFIX has not paid dividends to shareholders, while XLV's dividend yield for the trailing twelve months is around 1.73%.


TTM20242023202220212020201920182017201620152014
ANFIX
Angel Oak Financials Income Fund
100.00%101.70%5.21%4.20%3.87%4.80%4.56%4.79%4.53%5.21%4.51%0.56%
XLV
Health Care Select Sector SPDR Fund
1.73%1.67%1.59%1.47%1.33%1.49%2.17%1.57%1.47%1.60%1.43%1.35%

Drawdowns

ANFIX vs. XLV - Drawdown Comparison


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%December2025FebruaryMarchAprilMay
-3.08%
-12.87%
ANFIX
XLV

Volatility

ANFIX vs. XLV - Volatility Comparison

The current volatility for Angel Oak Financials Income Fund (ANFIX) is 0.00%, while Health Care Select Sector SPDR Fund (XLV) has a volatility of 8.07%. This indicates that ANFIX experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%December2025FebruaryMarchAprilMay0
8.07%
ANFIX
XLV