Nasdaq - Delayed Quote • USD
Angel Oak Financials Income Impact C (AFLCX)
At close: April 26 at 8:00 PM EDT
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”).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 5.92% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AFLCX | Category Average | AFLCX | Category Average | AFLCX | Category Average | |
| Alpha | -2.32 | 0.01 | -1.83 | 0.01 | -- | 0 |
| BETA | 0.32 | 0 | 0.32 | 0 | -- | 0 |
| Mean Annual Return | -0.09 | 0 | -0.02 | 0 | -- | 0 |
| R-squared | 33.06 | 0.32 | 15.98 | 0.35 | -- | 0.35 |
| Standard Deviation | 3.88 | 0.03 | 4.88 | 0.02 | -- | 0.02 |
| Sharpe Ratio | -1 | 0.01 | -0.48 | 0.01 | -- | 0.01 |
| Treynor Ratio | -12.79 | 0.06 | -7.71 | 0.04 | -- | 0.06 |
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