Nasdaq - Delayed Quote USD

Angel Oak Financials Income Impact C (AFLCX)

7.63 +0.00 (+0.05%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.93%
5y Average Return -0.39%
Number of Years Up 4
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 5.92%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 5.92%
Worst 3Y Total Return -2.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AFLCX
Category
YTD
2.89%
0.44%
1-Month
1.29%
0.02%
3-Month
2.89%
0.56%
1-Year
3.25%
2.65%
3-Year
-1.09%
3.38%
5-Year
-0.32%
2.40%
10-Year
0.00%
2.01%
Last Bull Market
6.58%
2.63%
Last Bear Market
-2.33%
-0.33%

Annual Total Return (%) History

Year
AFLCX
Category
2024
--
--
2023
-1.36%
--
2022
-8.15%
--
2021
5.92%
--
2020
-4.61%
3.81%
2019
5.76%
4.72%
2018
2.08%
0.92%
2017
4.86%
1.73%

2016
-1.30%
2.08%
2015
--
0.19%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.89% -- -- --
2023 -1.70% -3.26% 1.24% 2.46%
2022 -1.63% -2.33% -3.15% -1.30%
2021 2.03% 2.01% 1.07% 0.68%
2020 -6.32% -1.03% 1.25% 1.61%
2019 1.22% 2.13% 1.12% 1.16%
2018 0.39% 0.44% 0.15% 1.09%
2017 1.32% 0.95% 1.26% 1.25%
2016 -7.23% 2.04% 2.99% 1.24%
2015 -0.54% -- -- --

Rank in Category (By Total Return)

YTD 2
1-Month 2
3-Month 2
1-Year 92
3-Year 96
5-Year 100

Load Adjusted Returns

1-Year 2.26%
3-Year -1.09%
5-Year -0.32%
10-Year --

Performance & Risk

YTD Return 2.93%
5y Average Return -0.39%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.32
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Angel Oak
Net Assets 70.55M
YTD Return 2.89%
Yield 4.16%
Morningstar Rating
Inception Date Aug 04, 2015

Fund Summary

The fund will, under normal circumstances, invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in the securities of financial institutions. It will principally invest in investments that the Adviser believes have positive aggregate environmental, social and/or governance (“ESG”) impact outcomes. The fund invests primarily in debt issued by financial institutions, including bank-issued sub-debt, senior debt, preferred securities, high yield securities and trust-preferred securities (“TruPS”).

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