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Angel Oak UltraShort Income A (AOUAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.77+0.01 (+0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.35%
5-year average return1.96%
Number of years up4
Number of years down1
Best 1-yr total return (2 May 2024)6.72%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return6.72%
Worst 3-yr total return-0.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAOUAXCategory
YTD2.22%0.23%
1-month0.29%0.00%
3-month1.39%0.13%
1-year6.61%0.98%
3-year1.79%1.85%
5-year1.94%1.66%
10-year0.00%1.19%
Last bull market3.44%1.14%
Last bear market-1.27%-0.10%

Annual total return (%) history

Year
AOUAXCategory
2024
N/AN/A
2023
6.72%N/A
2022
-3.63%N/A
2021
0.71%N/A
2020
1.63%1.34%
2019
3.82%3.08%
2018
N/A1.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.92%N/AN/AN/A
20231.88%1.34%1.56%1.78%
2022-1.22%-1.27%-0.63%-0.55%
20210.40%0.16%0.14%0.01%
2020-3.87%4.04%1.05%0.56%
20191.11%1.05%0.91%0.69%
20180.76%0.55%N/AN/A

Rank in category (by total return)

YTD14
1-month74
3-month24
1-year19
3-year85
5-year76

Load adjusted returns

1-year6.61%
3-year1.79%
5-year1.94%
10-yearN/A