Angel Oak Flexible Fund Manager Performance Evaluation
| ANFIX Fund | USD 7.73 0.01 0.13% |
The fund shows a Beta (market volatility) of 0.0766, 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
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Angel Oak Flexible are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward 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 | 0.7000 |
Angel |
Angel Oak Relative Risk vs. Return Landscape
If you would invest 752.00 in Angel Oak Flexible on January 19, 2024 and sell it today you would earn a total of 21.00 from holding Angel Oak Flexible or generate 2.79% return on investment over 90 days. Angel Oak Flexible is currently producing 0.0439% returns and takes up 0.1985% volatility of returns over 90 trading days. Put another way, 1% 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 Flexible shows a prevailing Real Value of $7.09 per share. The current price of the fund is $7.73. We determine the value of Angel Oak Flexible 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.
Our valuation method for Angel Oak Flexible is useful when determining the fair value of the Angel mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Angel Oak. 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 7.73 | Real 7.09 | Hype 7.73 |
The real value of Angel Mutual Fund, also known as its intrinsic value, is the underlying worth of Angel Oak Flexible Mutual Fund, which is reflected in its stock price. It is based on Angel Oak's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. 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 Flexible 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 Flexible, 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 = 0.2213
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| Negative Returns | ANFIX |
Estimated Market Risk
| 0.2 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Angel Oak is performing at about 17% 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 | 79.6 M | |||
About Angel Oak Performance
To evaluate Angel Oak Flexible Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Angel Oak generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Angel Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Angel Oak Flexible market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Angel's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund will, under normal circumstances, invest at least 80 percent 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 andor governance 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 .Things to note about Angel Oak Flexible 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 Flexible help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of 0.0% | |
| Angel Oak Flexible holds about 89.67% of its assets under management (AUM) in fixed income securities |
- 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.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Angel Oak Flexible. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.