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AOHYAngel Oak High Yield Opportunities ETF

Get income17y track recordRanked #685 of 1,706 in this goal

Seeks a high level of current income with a secondary objective of capital appreciation.

By Angel Oak · Launched 2009

Annual Cost

0.55%

#3,020 of 6,040 · average

Fund Size

$118M

#2,935 of 6,040 · mid-size

Return (1Y)

+4.1%

Track Record

17 years

#657 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,414+4.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 14.6% of funddiversified

First American Government Obli
2.9%
VENTURE GLOBAL LNG INC
2.0%
FREEDOM MORTGAGE HOLD
1.8%
PHOENIX AVIATION CAPITAL
1.4%
FIRST QUANTUM MINERALS L
1.3%
DIRECTV FIN LLC/COINC
1.2%
VT TOPCO INC
1.0%
SMYRNA READY MIX CONCRET
1.0%
CLARIOS GLOBAL LP/US FIN
1.0%
CAESARS ENTERTAIN INC
1.0%

Asset allocation

Bonds
93.3%
Cash
2.9%
Preferred
2.7%
Other
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.2%Low

Year-on-year price swings

Max drawdown
-4.2%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

7.3 years

Avg maturity

9.9 years

Credit ratings

AA
1.3%
A
0.5%
BBB
4.3%
BB
52.1%
B
35.3%
Below B
4.4%
Other
2.1%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks a high level of current income with a secondary objective of capital appreciation.
Strategy
Actively manages a portfolio primarily invested in securities rated below investment grade, including domestic and foreign corporate debt, structured products, and high-yield securities. Focuses on small, medium, and large cap issuers to generate current income and potential capital appreciation.
Inception date
March 31, 2009
Fund family
Angel Oak

Next steps

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Data updated on 2026-09-18