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TMSF vs. CARY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TMSF vs. CARY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Multi-Sector Income ETF (TMSF) and Angel Oak Income ETF (CARY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with TMSF having a 1.71% return and CARY slightly higher at 1.74%.


TMSF

1D
-0.20%
1M
0.53%
YTD
1.71%
6M
2.23%
1Y
3Y*
5Y*
10Y*

CARY

1D
-0.05%
1M
0.23%
YTD
1.74%
6M
2.13%
1Y
6.94%
3Y*
7.35%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TMSF vs. CARY - Yearly Performance Comparison


2026 (YTD)2025
TMSF
T. Rowe Price Multi-Sector Income ETF
1.71%1.29%
CARY
Angel Oak Income ETF
1.74%0.74%

Correlation

The correlation between TMSF and CARY is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 21, 2025

0.55

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Return for Risk

TMSF vs. CARY — Risk / Return Rank

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

TMSF

CARY
CARY Risk / Return Rank: 9494
Overall Rank
CARY Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
CARY Sortino Ratio Rank: 9797
Sortino Ratio Rank
CARY Omega Ratio Rank: 9797
Omega Ratio Rank
CARY Calmar Ratio Rank: 8989
Calmar Ratio Rank
CARY Martin Ratio Rank: 9292
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.

TMSF vs. CARY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Multi-Sector Income ETF (TMSF) and Angel Oak Income ETF (CARY). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

TMSF vs. CARY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TMSFCARYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.96

Sharpe Ratio (All Time)

Calculated using the full available price history

1.99

2.65

-0.65

Drawdowns

TMSF vs. CARY - Drawdown Comparison

The maximum TMSF drawdown since its inception was -2.28%, which is greater than CARY's maximum drawdown of -1.96%. Use the drawdown chart below to compare losses from any high point for TMSF and CARY.


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Drawdown Indicators


TMSFCARYDifference

Max Drawdown

Largest peak-to-trough decline

-2.28%

-1.96%

-0.32%

Max Drawdown (1Y)

Largest decline over 1 year

-1.28%

Max Drawdown (3Y)

Largest decline over 3 years

-1.96%

Current Drawdown

Current decline from peak

-0.25%

-0.14%

-0.11%

Average Drawdown

Average peak-to-trough decline

-0.38%

-0.33%

-0.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.29%

Volatility

TMSF vs. CARY - Volatility Comparison


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Volatility by Period


TMSFCARYDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.56%

Volatility (6M)

Calculated over the trailing 6-month period

1.30%

Volatility (1Y)

Calculated over the trailing 1-year period

2.94%

1.76%

+1.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.94%

2.74%

+0.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.94%

2.74%

+0.20%

TMSF vs. CARY - Expense Ratio Comparison

TMSF has a 0.37% expense ratio, which is lower than CARY's 0.80% expense ratio.


Dividends

TMSF vs. CARY - Dividend Comparison

TMSF's dividend yield for the trailing twelve months is around 3.06%, less than CARY's 5.93% yield.


PositionTTM2025202420232022
CARY
Angel Oak Income ETF
5.93%6.13%6.10%6.38%0.48%
TMSF
T. Rowe Price Multi-Sector Income ETF
3.06%0.75%0.00%0.00%0.00%

Frequently Asked Questions


TMSF and CARY have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TMSF is cheaper at 0.37% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TMSF is cheaper with a 0.37% expense ratio, compared with 0.80% for CARY.

CARY has the higher dividend yield at 5.93%, compared with 3.06% for TMSF.

They also come from different issuers: T. Rowe Price and Angel Oak. Their fees differ too: 0.37% for TMSF and 0.80% for CARY.

Portfolio Optimizer

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