Angel Oak Financial Statements From 2010 to 2024
| AOUIX Fund | USD 9.84 0.01 0.10% |
Check Angel Oak financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Angel Oak's main balance sheet or income statement drivers, such as , as well as many indicators such as . Angel financial statements analysis is a perfect complement when working with Angel Oak Valuation or Volatility modules.
Angel |
Angel Oak Ultrashort Mutual Fund Five Year Return Analysis
Angel Oak's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Angel Oak Five Year Return | 2.59 % |
Most of Angel Oak's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Angel Oak Ultrashort is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Angel Oak Ultrashort has a Five Year Return of 2.5901%. This is much higher than that of the Angel Oak family and significantly higher than that of the Ultrashort Bond category. The five year return for all United States funds is notably lower than that of the firm.
Angel Oak Ultrashort Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Angel Oak's current stock value. Our valuation model uses many indicators to compare Angel Oak value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Angel Oak competition to find correlations between indicators driving Angel Oak's intrinsic value. More Info.Angel Oak Ultrashort is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 3,552 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Angel Oak's earnings, one of the primary drivers of an investment's value.About Angel Oak Financial Statements
Angel Oak investors use historical fundamental indicators, such as Angel Oak's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Angel Oak. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in agency and non-agency residential mortgage-backed securities , asset-backed securities ,. It may invest, without limitation, in securities of any maturity and duration, but, under normal circumstances, the fund will have a dollar-weighted average maturity of less than two years and a dollar-weighted average duration of less than one year.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Angel Mutual Fund
Angel Oak financial ratios help investors to determine whether Angel Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Angel with respect to the benefits of owning Angel Oak security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |