Performance analysis of Angel Oak Mortgage REIT (AOMR)
Annual Return
Over the past 3 years, AOMR has had an average annual return of +14.73%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, AOMR has had an average annual return of +0.26%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Jun 17, 2021, AOMR has had an average annual return of -0.94%, underperforming the benchmark SPY, which returned +13.29% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.99% | +6.40% | -1.47% | +160.55% | -67.25% | -9.74% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.19% | -0.81% | -4.19% | +10.34% | -5.69% | +10.32% | +3.80% | +17.99% | |||||
| 2025 | +10.13% | +0.77% | -4.42% | -0.84% | -0.20% | +3.40% | -1.70% | +9.97% | -4.98% | -3.20% | +0.77% | -2.16% | +6.40% |
| 2024 | +0.66% | +1.14% | +2.58% | -1.95% | +21.53% | +5.05% | -3.81% | -7.72% | -7.70% | -13.52% | +12.48% | -5.41% | -1.47% |
| 2023 | +67.22% | -4.92% | +1.21% | +5.89% | -0.89% | +12.12% | +15.04% | +1.86% | -8.48% | -1.87% | +27.65% | +2.42% | +160.55% |
| 2022 | +4.33% | -4.98% | +3.86% | -1.53% | -2.14% | -15.29% | +9.17% | +1.03% | -13.62% | -13.78% | -26.79% | -35.20% | -67.25% |
| 2021 | -4.18% | +5.31% | -4.59% | -5.10% | +4.78% | -6.13% | +0.43% | -9.74% |
Drawdown analysis of Angel Oak Mortgage REIT (AOMR)
The maximum drawdown for the AOMR was -71.20%, occurring on Dec 19, 2022. This drawdown has not yet recovered.
The current AOMR drawdown is -5.98%.
Since Jun 17, 2021 AOMR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.20% | Aug 2, 2021 | 349 | Dec 19, 2022 | Ongoing | Ongoing | Ongoing |
| -10.94% | Jun 17, 2021 | 14 | Jul 8, 2021 | 16 | Jul 30, 2021 | 30 |