ANGLX vs. AOUIX
Compare and contrast key facts about Angel Oak Multi-Strategy Income Fund (ANGLX) and Angel Oak UltraShort Income Fund (AOUIX).
ANGLX is managed by Angel Oak. It was launched on Jun 27, 2011. AOUIX is managed by Angel Oak. It was launched on Apr 2, 2018.
Performance
ANGLX vs. AOUIX - Performance Comparison
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ANGLX vs. AOUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ANGLX Angel Oak Multi-Strategy Income Fund | 0.52% | 7.45% | 7.60% | 4.06% | -14.00% | 4.26% | -1.99% | 4.73% | 1.80% |
AOUIX Angel Oak UltraShort Income Fund | 0.47% | 5.63% | 7.06% | 6.21% | -4.11% | 0.97% | 1.99% | 4.07% | 2.25% |
Returns By Period
In the year-to-date period, ANGLX achieves a 0.52% return, which is significantly higher than AOUIX's 0.47% return.
ANGLX
- 1D
- 0.11%
- 1M
- -1.02%
- YTD
- 0.52%
- 6M
- 1.99%
- 1Y
- 5.62%
- 3Y*
- 6.15%
- 5Y*
- 1.38%
- 10Y*
- 2.50%
AOUIX
- 1D
- 0.10%
- 1M
- -0.30%
- YTD
- 0.47%
- 6M
- 1.78%
- 1Y
- 4.61%
- 3Y*
- 5.78%
- 5Y*
- 3.07%
- 10Y*
- —
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ANGLX vs. AOUIX - Expense Ratio Comparison
ANGLX has a 1.21% expense ratio, which is higher than AOUIX's 0.53% expense ratio.
Return for Risk
ANGLX vs. AOUIX — Risk / Return Rank
ANGLX
AOUIX
ANGLX vs. AOUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Multi-Strategy Income Fund (ANGLX) and Angel Oak UltraShort Income Fund (AOUIX). 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.
| ANGLX | AOUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.46 | 2.97 | -0.51 |
Sortino ratioReturn per unit of downside risk | 4.46 | 8.60 | -4.14 |
Omega ratioGain probability vs. loss probability | 1.60 | 2.65 | -1.05 |
Calmar ratioReturn relative to maximum drawdown | 4.15 | 12.47 | -8.31 |
Martin ratioReturn relative to average drawdown | 14.33 | 43.22 | -28.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANGLX | AOUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.46 | 2.97 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 2.06 | -1.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 1.56 | -0.30 |
Correlation
The correlation between ANGLX and AOUIX is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ANGLX vs. AOUIX - Dividend Comparison
ANGLX's dividend yield for the trailing twelve months is around 4.88%, more than AOUIX's 4.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AOUIX Angel Oak UltraShort Income Fund | 4.50% | 5.05% | 5.36% | 3.69% | 1.48% | 1.37% | 2.24% | 3.08% | 2.12% | 0.00% | 0.00% | 0.00% |
Drawdowns
ANGLX vs. AOUIX - Drawdown Comparison
The maximum ANGLX drawdown since its inception was -16.40%, which is greater than AOUIX's maximum drawdown of -7.38%. Use the drawdown chart below to compare losses from any high point for ANGLX and AOUIX.
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Drawdown Indicators
| ANGLX | AOUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.40% | -7.38% | -9.02% |
Max Drawdown (1Y)Largest decline over 1 year | -1.47% | -0.41% | -1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -14.34% | -4.53% | -9.81% |
Max Drawdown (10Y)Largest decline over 10 years | -16.40% | — | — |
Current DrawdownCurrent decline from peak | -1.13% | -0.30% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -2.78% | -0.62% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 0.12% | +0.31% |
Volatility
ANGLX vs. AOUIX - Volatility Comparison
Angel Oak Multi-Strategy Income Fund (ANGLX) has a higher volatility of 0.63% compared to Angel Oak UltraShort Income Fund (AOUIX) at 0.22%. This indicates that ANGLX's price experiences larger fluctuations and is considered to be riskier than AOUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANGLX | AOUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.63% | 0.22% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 1.45% | 1.11% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.34% | 1.61% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 1.49% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.28% | 1.94% | +1.34% |