Angel Oak Financial Fund Manager Performance Evaluation
| XFINX Fund | USD 14.08 0.01 0.07% |
The fund shows a Beta (market volatility) of 0.0449, 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
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Angel Oak Financial are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic 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 | 3.2000 |
Angel |
Angel Oak Relative Risk vs. Return Landscape
If you would invest 1,386 in Angel Oak Financial on August 31, 2024 and sell it today you would earn a total of 22.00 from holding Angel Oak Financial or generate 1.59% return on investment over 90 days. Angel Oak Financial is currently producing 0.0252% returns and takes up 0.1898% 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Angel Oak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Angel Oak Financial, and traders can use it to determine the average amount a Angel Oak's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1327
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XFINX |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Angel Oak is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Angel Oak by adding it to a well-diversified portfolio.
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.
Angel Oak is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Angel Oak Financial 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 Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Angel Oak's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Angel Oak's mutual fund performance include:- 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.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |