Angel Oak Ultrashort Fund Manager Performance Evaluation
| AOUAX Fund | USD 9.84 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0038, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Angel Oak's returns are expected to increase less than the market. However, during the bear market, the loss of holding Angel Oak is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Angel Oak Ultrashort are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Angel Oak is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of September 2022 | |
| Expense Ratio | 0.6000 |
Angel |
Angel Oak Relative Risk vs. Return Landscape
If you would invest 979.00 in Angel Oak Ultrashort on September 26, 2024 and sell it today you would earn a total of 5.00 from holding Angel Oak Ultrashort or generate 0.51% return on investment over 90 days. Angel Oak Ultrashort is currently producing 0.0081% returns and takes up 0.0884% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Angel, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Angel Oak Current Valuation
Overvalued
Today
Please note that Angel Oak's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Angel Oak Ultrashort shows a prevailing Real Value of $9.05 per share. The current price of the fund is $9.84. We determine the value of Angel Oak Ultrashort from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Angel Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Angel Mutual Fund. However, Angel Oak's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.84 | Real 9.05 | Hype 9.84 |
The intrinsic value of Angel Oak's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Angel Oak's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Angel Oak Ultrashort helps investors to forecast how Angel mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Angel Oak more accurately as focusing exclusively on Angel Oak's fundamentals will not take into account other important factors: Angel Oak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Angel Oak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Angel Oak Ultrashort, and traders can use it to determine the average amount a Angel Oak's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.092
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| AOUAX |
Based on monthly moving average Angel Oak is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Angel Oak by adding it to a well-diversified portfolio.
Angel Oak Fundamentals Growth
Angel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Angel Oak, and Angel Oak fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Angel Mutual Fund performance.
| Total Asset | 28.56 M | ||||
About Angel Oak Performance
Evaluating Angel Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Angel Oak has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Angel Oak has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Angel Oak Ultrashort performance evaluation
Checking the ongoing alerts about Angel Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Angel Oak Ultrashort help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 29.53% of its assets under management (AUM) in cash |
- Analyzing Angel Oak's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Angel Oak's stock is overvalued or undervalued compared to its peers.
- Examining Angel Oak's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Angel Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Angel Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Angel Oak's mutual fund. These opinions can provide insight into Angel Oak's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |