Angel Oak UltraShort Income ETF (UYLD) Performance
UYLD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +3.1% since Dec 31, 2025
- 1 year
- +4.1% total return
- 3 years
- +5.6% a year
- Since first price
- +5.8% a year since 2022
UYLD trailing returns vs AGG, TLT, SPY
| Period | UYLD total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.5% | +0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | +1.0% | −0.2% | −0.4% | −1.0% | +3.2% |
| 6 months | +1.9% | −0.4% | −1.5% | −3.8% | +7.8% |
| YTD | +3.1% | −0.3% | −1.0% | −3.4% | +12.3% |
| 1 year | +4.1% | −0.6% | −1.1% | −6.9% | +14.4% |
| 3 years | +17.8%+5.6%/yr | +0.8% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionOct 25, 2022 | +25.2%+5.8%/yr | +1.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: UYLD vs AGG
From Oct 25, 2022: UYLD grew to $12,523, AGG to $11,735.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
UYLD returns by calendar year
3 of 3 full years positive. Best 2023 (+6.9%), worst 2025 (+5.4%). 2026 is year to date.
UYLD annual returns table
| Year | UYLD | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +3.1% | −0.2% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.4% | −0.2% | +7.2% | +4.3% | +17.7% |
| 2024 | +6.7% | −0.1% | +1.3% | −8.1% | +24.9% |
| 2023 | +6.9% | −0.3% | +5.7% | +2.8% | +26.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
UYLD risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +5.6% | +5.8% |
| Volatility (annualized) | 0.6% | 0.6% |
| Sharpe ratio | 2.15 | 2.26 |
| Sortino ratio | 4.47 | 5.24 |
| Best month | +0.8% | +0.8% |
| Worst month | −0.0% | −0.0% |
| Best 12 months | +7.4% | +7.5% |
| Worst 12 months | +3.8% | +3.8% |
| Positive months | 97% | 98% |
| Beta vs S&P 500 | 0.02 | — |
| Correlation with S&P 500 | 0.43 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
UYLD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 37 | +3.8% | +6.3% | +7.5% | 100% |
| 3-year (a year) | 13 | +5.6% | +6.0% | +6.4% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
UYLD performance overview
Angel Oak UltraShort Income ETF (UYLD) returned +4.1% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +5.8% a year, turning $10,000 into about $12,523. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: UYLD chart, UYLD dividends, UYLD bond profile. See the UYLD overview for the latest quote and fund facts.
UYLD performance FAQ
What is the UYLD return over the past year?
UYLD returned +4.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 0.6%.
How much would $10,000 invested in UYLD be worth?
$10,000 invested in UYLD at its first recorded close on October 25, 2022 would be worth about $12,523 on October 23, 2026 with distributions reinvested.
What was the worst year for UYLD?
The worst calendar year was 2025, with a total return of +5.4%. The best was 2023 at +6.9%.
How volatile is UYLD?
Over the past 3 years UYLD had an annualized volatility of 0.6% and a Sharpe ratio of 2.15 (excess return over 1–3 month T-bills per unit of risk).