Angel Oak Manager Performance Evaluation

ANFLX -- USA Fund  

USD 9.50  0.01  0.11%

The organization shows Beta (market volatility) of 0.0223 which signifies that as returns on market increase, Angel Oak returns are expected to increase less than the market. However during bear market, the loss on holding Angel Oak will be expected to be smaller as well. Although it is extremely important to respect Angel Oak Financials historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Angel Oak Financials technical indicators you can presently evaluate if the expected return of 0.0035% will be sustainable into the future.

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Angel Oak Financials Income Fun are ranked lower than 1 (%) of all funds and portfolios of funds over the last 30 days. Inspite 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.
Fifty Two Week Low9.30
Fifty Two Week High9.55
Annual Report Expense Ratio1.11%
Horizon     30 Days    Login   to change

Angel Oak Financials Relative Risk vs. Return Landscape

If you would invest  949.00  in Angel Oak Financials Income Fun on October 23, 2019 and sell it today you would earn a total of  2.00  from holding Angel Oak Financials Income Fun or generate 0.21% return on investment over 30 days. Angel Oak Financials Income Fun is currently producing 0.0035% returns and takes up 0.165% volatility of returns over 30 trading days. Put another way, 1% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Angel Oak is expected to generate 31.66 times less return on investment than the market. But when comparing it to its historical volatility, the company is 3.86 times less risky than the market. It trades about 0.02 of its potential returns per unit of risk. The DOW is currently generating roughly 0.17 of returns per unit of risk over similar time horizon.

Angel Oak Current Valuation

Fairly Valued
November 22, 2019
Market Value
Real Value
Angel Oak is very steady asset. Angel Oak Financials shows prevailing Real Value of $9.5 per share. The current price of the fund is $9.5. At this time the entity appears to be fairly valued. We determine the value of Angel Oak Financials from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Angel Oak Market Risk Analysis

Sharpe Ratio = 0.0211
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Negative ReturnsANFLX

Angel Oak Relative Performance Indicators

Estimated Market Risk
  actual daily
 1 %
of total potential
Expected Return
  actual daily
 0 %
of total potential
Risk-Adjusted Return
  actual daily
 1 %
of total potential
Based on monthly moving average Angel Oak is performing at about 1% 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 Alerts

Equity Alerts and Improvement Suggestions

The fund holds about 91.1% of its assets under management (AUM) in fixed income securities
Check also Trending Equities. Please also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.