Australia markets open in 9 hours 33 minutes

Angel Oak Financials Income Impact Ins (ANFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.82-0.00 (-0.00%)
As of 08:01PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.56%
5-year average return0.81%
Number of years up5
Number of years down4
Best 1-yr total return (23 May 2024)7.05%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return7.05%
Worst 3-yr total return-1.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnANFIXCategory
YTD3.28%0.44%
1-month0.11%0.02%
3-month2.42%0.56%
1-year4.81%2.65%
3-year-0.28%3.38%
5-year0.65%2.40%
10-year0.00%2.01%
Last bull market6.19%2.63%
Last bear market-2.07%-0.33%

Annual total return (%) history

Year
ANFIXCategory
2024
N/AN/A
2023
-0.33%N/A
2022
-6.95%N/A
2021
7.05%N/A
2020
-3.75%3.81%
2019
6.84%4.72%
2018
3.11%0.92%
2017
5.88%1.73%
2016
-0.34%2.08%
2015
3.55%0.19%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.17%N/AN/AN/A
2023-1.44%-2.96%1.48%2.68%
2022-1.04%-2.07%-2.98%-1.03%
20212.27%2.26%1.43%0.92%
2020-6.16%-0.78%1.38%1.97%
20191.46%2.37%1.46%1.38%
20180.63%0.61%0.50%1.33%
20171.52%1.20%1.46%1.58%
2016-7.11%2.39%3.29%1.45%
20152.86%1.63%-0.60%-0.34%

Rank in category (by total return)

YTD1
1-month5
3-month1
1-year22
3-year73
5-year92

Load adjusted returns

1-year4.81%
3-year-0.28%
5-year0.65%
10-yearN/A