Performance analysis of MBS (ANGEL OAK MORTGAGE-BACKED SECURITIES ETF)
Annual Return
Since Feb 20, 2024, MBS has had an average annual return of +6.14%, underperforming the benchmark SPY, which returned +19.94% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.97% | +8.12% | +5.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.44% | +1.62% | -1.74% | +0.67% | -0.16% | +0.58% | -0.41% | +0.97% | |||||
| 2025 | +0.30% | +2.02% | +0.58% | -0.07% | -0.73% | +1.58% | -0.21% | +1.27% | +1.52% | +0.68% | +0.90% | +0.03% | +8.12% |
| 2024 | +0.07% | +1.03% | -2.28% | +2.43% | +1.50% | +1.77% | +2.54% | +1.66% | -2.93% | +0.56% | -0.55% | +5.78% |
Drawdown analysis of MBS (ANGEL OAK MORTGAGE-BACKED SECURITIES ETF)
The maximum drawdown for the MBS was -4.10%, occurring on Jan 13, 2025. Recovery took 56 trading sessions.
The current MBS drawdown is -1.12%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.10% | Sep 20, 2024 | 77 | Jan 13, 2025 | 56 | Apr 3, 2025 | 133 |
| -2.82% | Mar 11, 2024 | 25 | Apr 16, 2024 | 34 | Jun 4, 2024 | 59 |
| -2.53% | Apr 4, 2025 | 33 | May 22, 2025 | 48 | Aug 1, 2025 | 81 |
| -2.20% | Mar 2, 2026 | 55 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -1.12% | Jun 6, 2024 | 2 | Jun 10, 2024 | 4 | Jun 14, 2024 | 6 |
| -0.85% | Aug 5, 2024 | 4 | Aug 9, 2024 | 8 | Aug 21, 2024 | 12 |
| -0.77% | Jan 9, 2026 | 6 | Jan 20, 2026 | 12 | Feb 5, 2026 | 18 |
| -0.75% | Jun 25, 2024 | 4 | Jul 1, 2024 | 3 | Jul 5, 2024 | 7 |
| -0.74% | Oct 28, 2025 | 3 | Oct 31, 2025 | 19 | Nov 28, 2025 | 22 |
| -0.65% | Feb 20, 2024 | 1 | Feb 21, 2024 | 5 | Feb 28, 2024 | 6 |
| -0.52% | Nov 28, 2025 | 6 | Dec 8, 2025 | 13 | Dec 26, 2025 | 19 |
| -0.47% | Jul 8, 2024 | 2 | Jul 10, 2024 | 2 | Jul 12, 2024 | 4 |
| -0.45% | Jul 17, 2024 | 3 | Jul 22, 2024 | 5 | Jul 29, 2024 | 8 |
| -0.39% | Aug 21, 2024 | 1 | Aug 22, 2024 | 3 | Aug 27, 2024 | 4 |
| -0.34% | Sep 17, 2025 | 1 | Sep 18, 2025 | 8 | Sep 30, 2025 | 9 |
| -0.24% | Aug 13, 2025 | 3 | Aug 18, 2025 | 4 | Aug 22, 2025 | 7 |
| -0.24% | Aug 5, 2025 | 3 | Aug 8, 2025 | 3 | Aug 13, 2025 | 6 |
| -0.22% | Sep 6, 2024 | 1 | Sep 9, 2024 | 1 | Sep 10, 2024 | 2 |
| -0.21% | Aug 27, 2024 | 4 | Sep 3, 2024 | 1 | Sep 4, 2024 | 5 |
| -0.20% | Aug 28, 2025 | 1 | Aug 29, 2025 | 2 | Sep 3, 2025 | 3 |
| -0.18% | Oct 2, 2025 | 1 | Oct 3, 2025 | 6 | Oct 13, 2025 | 7 |
| -0.17% | Feb 13, 2026 | 2 | Feb 18, 2026 | 2 | Feb 20, 2026 | 4 |
| -0.14% | Oct 23, 2025 | 2 | Oct 27, 2025 | 1 | Oct 28, 2025 | 3 |
| -0.12% | Dec 26, 2025 | 4 | Jan 2, 2026 | 5 | Jan 9, 2026 | 9 |
| -0.12% | Jun 14, 2024 | 1 | Jun 17, 2024 | 3 | Jun 21, 2024 | 4 |