CARY ETF Analysis: Angel Oak Income | NASDAQ

Multisector Bond | NASDAQ, USA | Market Cap: 1.376m USD | 12M Return: 5.6% | Charts, Fundamentals & Technical Analysis

Residential Mortgages, Commercial Mortgages, Consumer Loans, Government Bonds
Total Rating 55
Safety 59
Buy Signal -0.80
Multisector Bond
Category Rotation: -2.0
TER: 0.79%
AUM: 1.38B
Avg Turnover: 7.79M
Risk 3d forecast
Volatility2.25%
VaR 5th Pctl0.40%
VaR vs Median-0.77%
Reward TTM
Sharpe Ratio0.67
Rel. Str. IBD36.1
Rel. Str. Peer Group83.3
Character TTM
Beta0.012
Beta Downside-0.045
Hurst Exponent0.547
Drawdowns 3y
Max DD1.68%
CAGR/Max DD4.35
CAGR/Mean DD23.50

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 3.6 years of data

Jan -0.0% 12
Feb +0.2% 13
Mar -0.8% 15
Apr -0.7% 36
May -0.3% 14
Jun +0.6% 17
Jul +0.2% 0
Aug +0.4% 33
Sep +0.2% 0
Oct -1.4% 29
Nov +0.1% 11
Dec -0.2% 12

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: CARY Angel Oak Income

Angel Oak Income ETF (CARY) is a non-diversified, multisector bond ETF that invests across a broad range of securitized and structured debt products. Its core holdings include agency and non-agency residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), collateralized loan obligations (CLOs), collateralized debt obligations (CDOs), collateralized mortgage obligations (CMOs), collateralized bond obligations (CBOs), and asset-backed securities (ABS). The ABS portion is backed by underlying assets such as unsecured consumer loans, credit card receivables, student loans, automobile loans, loans financing solar energy systems, and residential and commercial real estate.

In addition to securitized debt, the fund holds whole mortgage loans, secured and unsecured consumer loans, commercial loans, corporate debt, and U.S. Treasury and U.S. government agency securities. As a structured credit fund operating in the multisector bond category, CARYs strategy focuses on income generation through exposure to non-government-backed segments of the securitization market, where issuers range from government-sponsored entities to private corporations. Its non-diversified status allows for greater concentration in specific issuers or sectors than diversified funds.

Headlines to Watch Out For
  • Fed rate cuts lift mortgage-backed security prices
  • Consumer credit losses threaten ABS and CLO valuations
  • Housing market trends drive non-agency RMBS returns
What is the price of CARY shares?

As of July 28, 2026, the stock is trading at USD 20.73 with a total of 219,470 shares traded. Over the past week, the price has changed by -0.17%, over one month by -0.38%, over three months by +0.46% and over the past year by +5.63%.

Current recommended Stop Loss: 20.60 (which is 0.6% or 2.2 ATR below the current price).

Is CARY a buy, sell or hold?

Angel Oak Income has no consensus analysts rating.