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Nasdaq - Delayed Quote USD

Angel Oak UltraShort Income Fund (AOUIX)

9.85
0.00
(0.00%)
At close: 8:00:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.75%
5y Average Return 3.47%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 29, 2025) 7.01%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 7.01%
Worst 3Y Total Return -0.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AOUIX
Category
YTD
1.45%
0.23%
1-Month
0.32%
0.00%
3-Month
1.45%
0.13%
1-Year
6.41%
0.98%
3-Year
4.29%
1.85%
5-Year
3.69%
1.66%
10-Year
0.00%
1.19%
Last Bull Market
4.24%
1.14%
Last Bear Market
-1.20%
-0.10%

Annual Total Return (%) History

Year
AOUIX
Category
2025
--
--
2024
6.97%
--
2023
7.01%
--
2022
-3.47%
--
2021
0.96%
--
2020
1.98%
1.34%
2019
4.06%
3.08%
2018
--
1.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.45% -- -- --
2024 1.98% 1.59% 2.10% 1.13%
2023 1.96% 1.30% 1.73% 1.84%
2022 -1.16% -1.20% -0.57% -0.59%
2021 0.46% 0.22% 0.20% 0.07%
2020 -3.72% 4.11% 1.11% 0.62%
2019 1.07% 1.21% 1.07% 0.65%
2018 0.82% 0.73% -- --

Rank in Category (By Total Return)

YTD 5
1-Month 59
3-Month 5
1-Year 5
3-Year 70
5-Year 21

Load Adjusted Returns

1-Year 6.41%
3-Year 4.29%
5-Year 3.69%
10-Year --

Performance & Risk

YTD Return 1.75%
5y Average Return 3.47%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.09
Morningstar Risk Rating

Fund Overview

Category Ultrashort Bond
Fund Family Angel Oak
Net Assets 629.85M
YTD Return 1.45%
Yield 5.30%
Morningstar Rating
Inception Date Apr 02, 2018

Fund Summary

The fund invests primarily in agency and non-agency residential mortgage-backed securities (“RMBS”), asset-backed securities (“ABS”),. 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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