Performance analysis of CARY (ANGEL OAK INCOME ETF)
Annual Return
Over the past 3 years, CARY has had an average annual return of +7.07%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Nov 8, 2022, CARY has had an average annual return of +7.02%, underperforming the benchmark SPY, which returned +21.53% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.13% | +7.54% | +6.93% | +8.69% | +0.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.66% | +1.12% | -0.80% | +0.58% | +0.32% | +0.48% | -0.24% | +2.13% | |||||
| 2025 | +0.58% | +1.43% | +0.13% | +0.24% | +0.05% | +1.39% | +0.21% | +1.09% | +0.80% | +0.43% | +0.63% | +0.31% | +7.54% |
| 2024 | +0.59% | +0.12% | +1.12% | -1.10% | +1.66% | +1.43% | +1.62% | +1.48% | +1.33% | -1.45% | +0.56% | -0.57% | +6.93% |
| 2023 | +1.60% | -0.68% | +1.11% | +0.63% | -0.13% | +0.65% | +0.86% | +0.86% | -0.43% | +0.06% | +2.07% | +1.80% | +8.69% |
| 2022 | +0.47% | +0.23% | +0.70% |
Drawdown analysis of CARY (ANGEL OAK INCOME ETF)
The maximum drawdown for the CARY was -1.95%, occurring on Jan 14, 2025. Recovery took 28 trading sessions.
The current CARY drawdown is -0.36%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.95% | Sep 24, 2024 | 76 | Jan 14, 2025 | 28 | Feb 25, 2025 | 104 |
| -1.31% | Mar 28, 2024 | 12 | Apr 16, 2024 | 15 | May 7, 2024 | 27 |
| -1.28% | Mar 2, 2026 | 19 | Mar 27, 2026 | 43 | May 29, 2026 | 62 |
| -1.16% | Apr 3, 2025 | 6 | Apr 11, 2025 | 33 | May 30, 2025 | 39 |
| -1.07% | Feb 3, 2023 | 11 | Feb 21, 2023 | 16 | Mar 15, 2023 | 27 |
| -0.95% | Sep 14, 2023 | 29 | Oct 25, 2023 | 6 | Nov 2, 2023 | 35 |
| -0.93% | Feb 1, 2024 | 16 | Feb 26, 2024 | 9 | Mar 8, 2024 | 25 |
| -0.93% | Jan 12, 2024 | 4 | Jan 19, 2024 | 8 | Jan 31, 2024 | 12 |
| -0.73% | Mar 8, 2024 | 6 | Mar 18, 2024 | 7 | Mar 27, 2024 | 13 |
| -0.72% | May 12, 2023 | 9 | May 25, 2023 | 14 | Jun 15, 2023 | 23 |
| -0.61% | Mar 24, 2023 | 3 | Mar 29, 2023 | 4 | Apr 4, 2023 | 7 |
| -0.59% | Jul 3, 2023 | 3 | Jul 7, 2023 | 4 | Jul 13, 2023 | 7 |
| -0.56% | Dec 27, 2022 | 2 | Dec 29, 2022 | 6 | Jan 9, 2023 | 8 |
| -0.54% | Apr 5, 2023 | 9 | Apr 19, 2023 | 11 | May 4, 2023 | 20 |
| -0.51% | Nov 14, 2023 | 1 | Nov 15, 2023 | 2 | Nov 17, 2023 | 3 |
| -0.43% | Jun 29, 2026 | 9 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -0.42% | Oct 28, 2025 | 4 | Nov 3, 2025 | 16 | Nov 25, 2025 | 20 |
| -0.42% | Nov 8, 2023 | 3 | Nov 13, 2023 | 1 | Nov 14, 2023 | 4 |
| -0.39% | May 16, 2024 | 8 | May 29, 2024 | 4 | Jun 4, 2024 | 12 |
| -0.39% | Jun 6, 2024 | 2 | Jun 10, 2024 | 2 | Jun 12, 2024 | 4 |
| -0.39% | Dec 6, 2023 | 2 | Dec 8, 2023 | 3 | Dec 13, 2023 | 5 |
| -0.38% | Aug 5, 2024 | 8 | Aug 15, 2024 | 4 | Aug 21, 2024 | 12 |
| -0.36% | Dec 27, 2023 | 6 | Jan 5, 2024 | 4 | Jan 11, 2024 | 10 |
| -0.35% | Nov 3, 2023 | 1 | Nov 6, 2023 | 2 | Nov 8, 2023 | 3 |
| -0.33% | Aug 10, 2023 | 6 | Aug 18, 2023 | 4 | Aug 24, 2023 | 10 |