Angel Oak Competition

AOUAX Fund

USD 9.85 0.01 0.10%

Angel Oak Ultrashort competes with Angel Oak, Angel Oak, Angel Oak, Doubleline Income, and Angel Oak; as well as few others. The fund is listed under Ultrashort Bond category and is part of Angel Oak family. Analyzing Angel Oak competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Angel Oak to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Angel Oak Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Angel Oak competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
9.76	9.85	9.94

Details

Intrinsic

Valuation

Low	Real	High
8.96	9.05	10.84

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Angel Oak. Your research has to be compared to or analyzed against Angel Oak's peers to derive any actionable benefits. When done correctly, Angel Oak's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Angel Oak Ultrashort.

Angel Oak Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Angel Oak and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of ANGEL and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Angel Oak Ultrashort does not affect the price movement of the other competitor.

	ANGCX	ANGLX	ANGIX	DSL	AOUNX	AOUIX
ANGCX		0.99	0.97	0.6	-0.42	-0.43	ANGCX
ANGLX	0.99		0.99	0.61	-0.32	-0.34	ANGLX
ANGIX	0.97	0.99		0.63	-0.25	-0.28	ANGIX
DSL	0.6	0.61	0.63		-0.03	-0.01	DSL
AOUNX	-0.42	-0.32	-0.25	-0.03		0.94	AOUNX
AOUIX	-0.43	-0.34	-0.28	-0.01	0.94		AOUIX
	ANGCX	ANGLX	ANGIX	DSL	AOUNX	AOUIX

Click cells to compare fundamentals

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High positive correlations

ANGLX	+ 0.99	ANGCX
ANGIX	+ 0.99	ANGLX
ANGIX	+ 0.97	ANGCX
AOUIX	+ 0.94	AOUNX
DSL	+ 0.63	ANGIX
DSL	+ 0.61	ANGLX

High negative correlations

AOUIX	- 0.43	ANGCX
AOUNX	- 0.42	ANGCX
AOUIX	- 0.34	ANGLX
AOUNX	- 0.32	ANGLX
AOUIX	- 0.28	ANGIX
AOUNX	- 0.25	ANGIX

Risk-Adjusted Indicators

There is a big difference between ANGEL Mutual Fund performing well and Angel Oak Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Angel Oak's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
ANGCX	0.10	(0.01)	(0.75)	0.42	0.11	(0.16)	0.23	(0.23)	0.70
ANGLX	0.10	0.00	(0.66)	0.25	0.08	(0.19)	0.23	(0.23)	0.81
ANGIX	0.10	0.00	(0.67)	0.13	0.08	(0.19)	0.23	(0.23)	0.80
DSL	0.46	(0.01)	(0.19)	0.07	0.47	(0.59)	1.11	(0.87)	2.90
AOUNX	0.05	0.01	(0.97)	(0.56)	0.00	(0.22)	0.10	(0.10)	0.61
AOUIX	0.05	0.01	(0.94)	(0.92)	0.00	(0.18)	0.10	(0.10)	0.51

Unable to evaluate fundamental data of [ANGCX, ANGLX, ANGIX, DSL, AOUNX, AOUIX] at this time. Please try again later

All Fundamental Data

Angel Oak Competitive Analysis

The better you understand Angel Oak competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Angel Oak's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Angel Oak's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	AOUAX	ANGCX	ANGLX	ANGIX	DSL	AOUNX	AOUIX
	0.10 9.85 ANGEL	0.12 8.56 Angel	0.12 8.67 Angel	0.12 8.64 Angel	1.03 12.76 Doubleline	0.10 9.82 Angel	0.10 9.85 ANGEL
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Very Weak	Very Weak	Very Weak	Weak	OK	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Over Valued	Fairly Valued	Over Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell	Strong Sell
Net Asset	585.1 M	2.79 B	2.79 B	2.79 B	7.8 B	N/A	585.1 M
Minimum Initial Investment	N/A	N/A	1 K	N/A	N/A	N/A	500 K
Price To Book	N/A	0.47 X	0.53 X	0.53 X	N/A	N/A	N/A
Five Year Return	2.27 %	(0.65) %	0.06 %	0.29 %	1.95 %	N/A	2.53 %
One Year Return	7.13 %	8.57 %	9.39 %	9.70 %	19.96 %	7.15 %	7.40 %
Last Dividend Paid	0.01	0.03	0.04	0.04	1.32	N/A	0.01
Beta	N/A	N/A	N/A	N/A	0.56	N/A	N/A
Price To Sales	N/A	0.07 X	0.08 X	0.08 X	N/A	N/A	N/A
Cash Position Weight	29.53 %	5.66 %	2.05 %	5.66 %	N/A	N/A	17.43 %
Equity Positions Weight	N/A	0.31 %	0.02 %	0.31 %	N/A	N/A	N/A
Three Year Return	2.96 %	(1.25) %	(0.59) %	(0.34) %	(0.76) %	N/A	3.16 %
Annual Yield	0 %	0.05 %	0.06 %	0.06 %	0.01 %	0.0003 %	0 %
Year To Date Return	6.06 %	6.39 %	7.01 %	7.27 %	12.66 %	6.07 %	6.30 %
Bond Positions Weight	3.04 %	2.06 %	97.02 %	2.06 %	N/A	N/A	81.77 %
Day Typical Price	9.85	8.56	8.67	8.64	12.72	9.82	9.85
Accumulation Distribution	N/A	N/A	N/A	N/A	0.0102	N/A	N/A
Market Facilitation Index	N/A	N/A	N/A	N/A	0.13	N/A	N/A
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	1.0	(9,223,372,036,855)	9.2 T
Period Momentum Indicator	0.01	0.01	0.01	0.01	0.13	(0.01)	0.01
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.01	1.0	1.0
Day Median Price	9.85	8.56	8.67	8.64	12.7	9.82	9.85
Price Action Indicator	0.005	0.005	0.005	0.005	0.13	(0.01)	0.005
Coefficient Of Variation	496.38	148063.4	2755.63	2728.91	2616.16	559.94	455.34
Mean Deviation	0.0577	0.0954	0.095	0.0954	0.464	0.0539	0.0521
Jensen Alpha	0.0109	(0.01)	(0)	(0.0006)	(0.01)	0.0105	0.0114
Total Risk Alpha	(0)	(0.03)	(0.03)	(0.03)	(0.08)	(0.01)	(0)
Sortino Ratio	(0.97)	(0.75)	(0.66)	(0.67)	(0.19)	(0.97)	(0.94)
Downside Variance	0.0118	0.0277	0.0334	0.032	0.2795	0.0121	0.0124
Standard Deviation	0.1002	0.1372	0.1477	0.1467	0.6112	0.1046	0.0919
Kurtosis	8.74	1.69	2.25	2.09	0.4432	12.07	9.78
Potential Upside	0.1025	0.2318	0.2315	0.2323	1.11	0.1027	0.1025
Treynor Ratio	(1.62)	0.4198	0.2482	0.134	0.0725	(0.56)	(0.92)
Maximum Drawdown	0.5137	0.7029	0.8074	0.8038	2.9	0.6138	0.5135
Variance	0.01	0.0188	0.0218	0.0215	0.3736	0.0109	0.0084
Market Risk Adjusted Performance	(1.61)	0.4298	0.2582	0.144	0.0825	(0.55)	(0.91)
Risk Adjusted Performance	0.0879	(0.05)	(0.01)	(0.01)	0.0268	0.0736	0.0949
Skewness	2.63	0.4827	0.6502	0.7592	0.6233	3.2	2.76
Semi Deviation	0.0	0.1106	0.0797	0.0765	0.4677	0.0	0.0
Information Ratio	(1.05)	(0.91)	(0.81)	(0.82)	(0.17)	(1.02)	(1.15)
Value At Risk	(0.10)	(0.23)	(0.23)	(0.23)	(0.87)	(0.10)	(0.10)
Expected Short fall	(0.18)	(0.16)	(0.19)	(0.19)	(0.59)	(0.22)	(0.18)
Downside Deviation	0.1088	0.1666	0.1827	0.179	0.5286	0.1101	0.1115
Semi Variance	(0.02)	0.0122	0.0064	0.0059	0.2187	(0.02)	(0.02)

Angel Oak Competition Performance Charts

Five steps to successful analysis of Angel Oak Competition

Angel Oak's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Angel Oak Ultrashort in relation to its competition. Angel Oak's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Angel Oak in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Angel Oak's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Angel Oak Ultrashort, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Other Information on Investing in ANGEL Mutual Fund

Angel Oak financial ratios help investors to determine whether ANGEL Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in ANGEL with respect to the benefits of owning Angel Oak security.

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