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UYLDAngel Oak Ultrashort Income ETF

Get income3y track recordRanked #340 of 1,650 in this goal

Seeks to provide current income while minimizing price volatility and maintaining liquidity.

By Angel Oak · Launched 2022

Annual Cost

0.35%

#1,651 of 5,861 · low cost

Fund Size

$1.5B

#883 of 5,861 · large

Dividend YieldGoal

4.70%

Track Record

3 years

#2,755 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,465+4.6%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 15.1% of fundwell diversified

First American Government Obli
3.5%
FHLMC Multifamily Structured P
1.7%
FHLMC Multifamily Structured P
1.6%
FHLMC Multifamily Structured P
1.5%
FHLMC Multifamily Structured P
1.4%
FHLMC Multifamily Structured P
1.4%
FHLMC Multifamily Structured P
1.2%
FHLMC Multifamily Structured P
1.0%
Steele Creek CLO Ltd
1.0%
BLACKROCK LTD
0.8%

Asset allocation

Bonds
96.2%
Cash
4.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.5%Low

Year-on-year price swings

Max drawdown
-0.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
2.95Strong risk-adjusted returns
Sortino (3Y)
4.86Good downside protection

Bond profile

Duration

4.8 years

Avg maturity

10.0 years

Credit ratings

AAA
27.9%
AA
32.1%
A
9.9%
BBB
22.3%
BB
2.7%
B
0.1%
Other
5.0%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to provide current income while minimizing price volatility and maintaining liquidity.
Strategy
Actively managed ETF investing primarily in agency and non-agency residential mortgage-backed securities, asset-backed securities, and corporate debt. Focuses on providing current income while maintaining a dollar-weighted average maturity of less than two years and a dollar-weighted average duration of less than one year.
Inception date
October 24, 2022
Fund family
Angel Oak

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Data updated on 2026-08-04