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ANGLX vs. ABR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ANGLX vs. ABR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Angel Oak Multi-Strategy Income Fund (ANGLX) and Arbor Realty Trust, Inc. (ABR). The values are adjusted to include any dividend payments, if applicable.

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ANGLX vs. ABR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ANGLX
Angel Oak Multi-Strategy Income Fund
0.41%7.45%7.60%4.06%-14.00%4.26%-1.99%4.73%2.62%5.47%
ABR
Arbor Realty Trust, Inc.
2.99%-36.65%3.16%29.73%-20.73%39.42%10.04%55.19%30.04%26.60%

Returns By Period

In the year-to-date period, ANGLX achieves a 0.41% return, which is significantly lower than ABR's 2.99% return. Over the past 10 years, ANGLX has underperformed ABR with an annualized return of 2.49%, while ABR has yielded a comparatively higher 12.30% annualized return.


ANGLX

1D
0.23%
1M
-1.24%
YTD
0.41%
6M
1.99%
1Y
5.50%
3Y*
6.11%
5Y*
1.36%
10Y*
2.49%

ABR

1D
4.90%
1M
0.78%
YTD
2.99%
6M
-32.31%
1Y
-25.79%
3Y*
-0.88%
5Y*
-3.65%
10Y*
12.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ANGLX vs. ABR — Risk / Return Rank

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

ANGLX
ANGLX Risk / Return Rank: 9797
Overall Rank
ANGLX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
ANGLX Sortino Ratio Rank: 9898
Sortino Ratio Rank
ANGLX Omega Ratio Rank: 9797
Omega Ratio Rank
ANGLX Calmar Ratio Rank: 9797
Calmar Ratio Rank
ANGLX Martin Ratio Rank: 9696
Martin Ratio Rank

ABR
ABR Risk / Return Rank: 1717
Overall Rank
ABR Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
ABR Sortino Ratio Rank: 1515
Sortino Ratio Rank
ABR Omega Ratio Rank: 1616
Omega Ratio Rank
ABR Calmar Ratio Rank: 2020
Calmar Ratio Rank
ABR Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ANGLX vs. ABR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Angel Oak Multi-Strategy Income Fund (ANGLX) and Arbor Realty Trust, Inc. (ABR). 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.


ANGLXABRDifference

Sharpe ratio

Return per unit of total volatility

2.57

-0.64

+3.21

Sortino ratio

Return per unit of downside risk

4.73

-0.73

+5.46

Omega ratio

Gain probability vs. loss probability

1.64

0.91

+0.73

Calmar ratio

Return relative to maximum drawdown

4.23

-0.64

+4.87

Martin ratio

Return relative to average drawdown

14.83

-1.20

+16.03

ANGLX vs. ABR - Sharpe Ratio Comparison

The current ANGLX Sharpe Ratio is 2.57, which is higher than the ABR Sharpe Ratio of -0.64. The chart below compares the historical Sharpe Ratios of ANGLX and ABR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ANGLXABRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.57

-0.64

+3.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

-0.10

+0.60

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.31

+0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

1.26

0.08

+1.18

Correlation

The correlation between ANGLX and ABR is 0.08, 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.


Dividends

ANGLX vs. ABR - Dividend Comparison

ANGLX's dividend yield for the trailing twelve months is around 4.88%, less than ABR's 15.56% yield.


TTM20252024202320222021202020192018201720162015
ANGLX
Angel Oak Multi-Strategy Income Fund
4.88%5.41%5.89%4.78%3.69%4.69%4.38%4.53%4.70%4.97%5.83%6.74%
ABR
Arbor Realty Trust, Inc.
15.56%17.14%12.42%11.07%11.68%7.53%8.67%7.94%11.22%8.33%8.31%8.11%

Drawdowns

ANGLX vs. ABR - Drawdown Comparison

The maximum ANGLX drawdown since its inception was -16.40%, smaller than the maximum ABR drawdown of -97.76%. Use the drawdown chart below to compare losses from any high point for ANGLX and ABR.


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Drawdown Indicators


ANGLXABRDifference

Max Drawdown

Largest peak-to-trough decline

-16.40%

-97.76%

+81.36%

Max Drawdown (1Y)

Largest decline over 1 year

-1.47%

-40.49%

+39.02%

Max Drawdown (5Y)

Largest decline over 5 years

-14.34%

-46.72%

+32.38%

Max Drawdown (10Y)

Largest decline over 10 years

-16.40%

-72.76%

+56.36%

Current Drawdown

Current decline from peak

-1.24%

-40.61%

+39.37%

Average Drawdown

Average peak-to-trough decline

-2.78%

-41.83%

+39.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.42%

21.57%

-21.15%

Volatility

ANGLX vs. ABR - Volatility Comparison

The current volatility for Angel Oak Multi-Strategy Income Fund (ANGLX) is 0.61%, while Arbor Realty Trust, Inc. (ABR) has a volatility of 12.40%. This indicates that ANGLX experiences smaller price fluctuations and is considered to be less risky than ABR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ANGLXABRDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.61%

12.40%

-11.79%

Volatility (6M)

Calculated over the trailing 6-month period

1.45%

30.52%

-29.07%

Volatility (1Y)

Calculated over the trailing 1-year period

2.34%

40.43%

-38.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.76%

36.10%

-33.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.28%

39.77%

-36.49%