Performance analysis of Angel Oak Financial Strategies Income Term Trust (FINS)
Annual Return
Over the past 3 years, FINS has had an average annual return of +14.14%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, FINS has had an average annual return of +2.43%, underperforming the benchmark SPY, which returned +13.88% annual.
Since May 29, 2019, FINS has had an average annual return of +2.47%, underperforming the benchmark SPY, which returned +17% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.64% | +15.17% | +18.31% | +2.52% | -18.19% | +9.07% | -12.53% | +7.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.18% | +0.25% | -2.31% | +2.09% | +1.06% | -0.59% | +1.64% | ||||||
| 2025 | +5.29% | +2.30% | +1.01% | -1.03% | -1.39% | +1.17% | +1.39% | +3.03% | -0.80% | +1.13% | +1.50% | +0.80% | +15.17% |
| 2024 | +3.62% | +0.97% | +2.94% | +0.49% | +1.11% | +0.09% | +2.99% | +2.42% | +3.94% | -0.54% | -1.15% | +0.22% | +18.31% |
| 2023 | +5.01% | -1.95% | -4.44% | -0.61% | -2.84% | +1.56% | +1.23% | +0.55% | +2.70% | +0.25% | +2.06% | -0.67% | +2.52% |
| 2022 | -2.42% | -1.39% | -1.88% | -3.01% | -2.12% | -0.57% | +2.26% | -2.73% | -5.58% | -4.04% | +2.69% | -0.82% | -18.19% |
| 2021 | +3.29% | +1.12% | +0.91% | +4.13% | +2.38% | -1.43% | +1.77% | +1.20% | -6.44% | +0.75% | -0.05% | +1.49% | +9.07% |
| 2020 | +3.49% | -3.25% | -16.02% | -1.11% | -2.07% | +3.92% | -5.10% | +6.03% | +0.91% | -2.88% | +4.93% | -0.13% | -12.53% |
| 2019 | +0% | +0.50% | +0.18% | +2.39% | -0.46% | +1.34% | +2.21% | +0.77% | +7.11% |
Drawdown analysis of Angel Oak Financial Strategies Income Term Trust (FINS)
The maximum drawdown for the FINS was -40.77%, occurring on Mar 18, 2020. Recovery took 1365 trading sessions.
The current FINS drawdown is -0.59%.
Since May 29, 2019 FINS has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.77% | Feb 5, 2020 | 29 | Mar 18, 2020 | 1365 | Aug 22, 2025 | 1394 |
| -6.42% | Aug 21, 2019 | 45 | Oct 24, 2019 | 22 | Nov 25, 2019 | 67 |
| -5.64% | Feb 13, 2026 | 29 | Mar 27, 2026 | 43 | May 29, 2026 | 72 |
| -3.98% | Jul 3, 2019 | 1 | Jul 5, 2019 | 33 | Aug 21, 2019 | 34 |
| -2.47% | Sep 12, 2025 | 25 | Oct 17, 2025 | 12 | Nov 4, 2025 | 37 |
| -2.38% | Nov 25, 2019 | 7 | Dec 5, 2019 | 14 | Dec 26, 2019 | 21 |
| -2.31% | Nov 4, 2025 | 12 | Nov 20, 2025 | 5 | Nov 28, 2025 | 17 |
| -2.24% | Jun 25, 2019 | 3 | Jun 28, 2019 | 2 | Jul 2, 2019 | 5 |
| -2.04% | Jan 28, 2020 | 1 | Jan 29, 2020 | 4 | Feb 4, 2020 | 5 |
| -1.71% | Dec 4, 2025 | 6 | Dec 12, 2025 | 6 | Dec 22, 2025 | 12 |
| -1.49% | Jan 22, 2020 | 2 | Jan 24, 2020 | 2 | Jan 28, 2020 | 4 |
| -1.29% | Dec 22, 2025 | 4 | Dec 29, 2025 | 4 | Jan 5, 2026 | 8 |
| -1.00% | Dec 26, 2019 | 3 | Dec 31, 2019 | 13 | Jan 21, 2020 | 16 |
| -0.91% | Jan 21, 2026 | 5 | Jan 28, 2026 | 2 | Jan 30, 2026 | 7 |
| -0.91% | Aug 29, 2025 | 3 | Sep 4, 2025 | 3 | Sep 9, 2025 | 6 |
| -0.70% | May 29, 2026 | 1 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -0.45% | Jun 4, 2019 | 1 | Jun 5, 2019 | 9 | Jun 18, 2019 | 10 |
| -0.43% | Jan 5, 2026 | 4 | Jan 9, 2026 | 2 | Jan 13, 2026 | 6 |
| -0.39% | Jun 21, 2019 | 1 | Jun 24, 2019 | 1 | Jun 25, 2019 | 2 |
| -0.38% | Sep 10, 2025 | 1 | Sep 11, 2025 | 1 | Sep 12, 2025 | 2 |
| -0.34% | Jun 18, 2019 | 2 | Jun 20, 2019 | 1 | Jun 21, 2019 | 3 |
| -0.34% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -0.31% | Nov 28, 2025 | 1 | Dec 1, 2025 | 3 | Dec 4, 2025 | 4 |
| -0.23% | Feb 3, 2026 | 1 | Feb 4, 2026 | 2 | Feb 6, 2026 | 3 |
| -0.23% | Feb 9, 2026 | 1 | Feb 10, 2026 | 1 | Feb 11, 2026 | 2 |