Angel Oak Ultrashort Fund Manager Performance Evaluation
| AOUIX Fund | USD 9.88 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0044, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Angel Oak's returns are expected to increase less than the market. However, during the bear market, the loss of holding Angel Oak is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Angel Oak Ultrashort are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Angel Oak is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of May 2025 | |
| Expense Ratio | 0.3500 |
Angel |
Angel Oak Relative Risk vs. Return Landscape
If you would invest 975.00 in Angel Oak Ultrashort on October 28, 2025 and sell it today you would earn a total of 13.00 from holding Angel Oak Ultrashort or generate 1.33% return on investment over 90 days. Angel Oak Ultrashort is currently producing 0.0218% returns and takes up 0.112% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Angel, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Angel Oak Current Valuation
Overvalued
Today
Please note that Angel Oak's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Angel Oak Ultrashort shows a prevailing Real Value of $9.08 per share. The current price of the fund is $9.88. We determine the value of Angel Oak Ultrashort from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Angel Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Angel Mutual Fund. However, Angel Oak's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.88 | Real 9.08 | Hype 9.88 | Naive 9.88 |
The intrinsic value of Angel Oak's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Angel Oak's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Angel Oak Ultrashort helps investors to forecast how Angel mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Angel Oak more accurately as focusing exclusively on Angel Oak's fundamentals will not take into account other important factors: Angel Oak Target Price Odds to finish over Current Price
The tendency of Angel Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.88 | 90 days | 9.88 | about 7.36 |
Based on a normal probability distribution, the odds of Angel Oak to move above the current price in 90 days from now is about 7.36 (This Angel Oak Ultrashort probability density function shows the probability of Angel Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Angel Oak has a beta of 0.0044. This suggests as returns on the market go up, Angel Oak average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Angel Oak Ultrashort will be expected to be much smaller as well. Additionally Angel Oak Ultrashort has an alpha of 0.0083, implying that it can generate a 0.008274 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Angel Oak Price Density |
| Price |
Predictive Modules for Angel Oak
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Angel Oak Ultrashort. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Angel Oak Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Angel Oak is not an exception. The market had few large corrections towards the Angel Oak's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Angel Oak Ultrashort, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Angel Oak within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.55 |
Angel Oak Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Angel Oak for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Angel Oak Ultrashort can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Adams Natural Resources Fund Hits New 1-Year High - Still a Buy - MarketBeat | |
| The fund holds about 17.43% of its assets under management (AUM) in cash |
Angel Oak Fundamentals Growth
Angel Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Angel Oak, and Angel Oak fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Angel Mutual Fund performance.
| Total Asset | 761.36 M | |||
About Angel Oak Performance
Evaluating Angel Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Angel Oak has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Angel Oak has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in agency and non-agency residential mortgage-backed securities , asset-backed securities ,. 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.Things to note about Angel Oak Ultrashort performance evaluation
Checking the ongoing alerts about Angel Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Angel Oak Ultrashort help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Adams Natural Resources Fund Hits New 1-Year High - Still a Buy - MarketBeat | |
| The fund holds about 17.43% of its assets under management (AUM) in cash |
- Analyzing Angel Oak's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Angel Oak's stock is overvalued or undervalued compared to its peers.
- Examining Angel Oak's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Angel Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Angel Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Angel Oak's mutual fund. These opinions can provide insight into Angel Oak's potential for growth and whether the stock is currently undervalued or overvalued.
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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