FINS vs CAEP

Comparison between Angel Oak Financial Strategies Income Term Trust (FINS, Company) and Cantor Equity Partners III Inc - Class A (CAEP, Company).

Both FINS and CAEP are from the Financial Services sector.

FINS vs CAEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FINS(COMPANY)	CAEP(COMPANY)
Market Cap	$422M	$420M
Max Drawdown	46.19%	7.03%
Sharpe Ratio	0.73	1.41
5Y Beta	0.18	N/A
Industry	Asset Management	Shell Companies
P/E Ratio	27.84	32.58
Dividend Yield	10.60%	N/A
5Y Dividends CAGR	3.24%	N/A
Debt to Equity	26.96%	0.18%
Free Cash Flow Yield	12.29%	-0.02%
P/B Ratio	N/A	1.36

Market Cap

Winner

FINS

$422M

CAEP

$420M

Max Drawdown

FINS

46.19%

Winner

CAEP

7.03%

Sharpe Ratio

FINS

0.73

Winner

CAEP

1.41

5Y Beta

FINS

0.18

CAEP

N/A

Industry

FINS

Asset Management

CAEP

Shell Companies

P/E Ratio

Winner

FINS

27.84

CAEP

32.58

Dividend Yield

FINS

10.60%

CAEP

N/A

5Y Dividends CAGR

FINS

3.24%

CAEP

N/A

Debt to Equity

FINS

26.96%

Winner

CAEP

0.18%

Free Cash Flow Yield

Winner

FINS

12.29%

CAEP

-0.02%

P/B Ratio

FINS

N/A

CAEP

1.36

FINS vs CAEP - Historical Returns

Returns include dividend reinvestment.

Period	FINS	CAEP
1 month	+0.98%	+45.21%
3 months	+3.55%	+46.63%
6 months	+0.93%	+47.20%
1 year	+9.73%	+42.86%
5 years(CAGR)	+2.26%	N/A
Max(CAGR)	+2.38%	+49.68%

FINS

+0.98%

Winner

CAEP

+45.21%

FINS

+3.55%

Winner

CAEP

+46.63%

FINS

+0.93%

Winner

CAEP

+47.20%

FINS

+9.73%

Winner

CAEP

+42.86%

5Y(CAGR)

FINS

+2.26%

CAEP

N/A

Max(CAGR)

FINS

+2.38%

Winner

CAEP

+49.68%

FINS vs CAEP - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	FINS	CAEP
2026	+1.16%	+46.91%
2025	+14.09%	-2.86%
2024	+18.41%	N/A
2023	+2.36%	N/A
2022	-17.17%	N/A
2021	+10.25%	N/A
2020	-12.66%	N/A
2019	+7.11%	N/A

FINS vs CAEP Drawdown Comparison

The maximum drawdown for FINS was -40.77%, occurring on Mar 18, 2020. Recovery took 1394 trading sessions.

The maximum drawdown for CAEP was -7.03%, occurring on Nov 17, 2025. Recovery took 205 trading sessions.

The current FINS drawdown is -1.13%.

Rank	FINS	CAEP
#1	-40.77% Feb 5, 2020 - Aug 22, 2025	-7.03% Jul 16, 2025 - May 8, 2026
#2	-6.43% Aug 21, 2019 - Nov 25, 2019	-4.62% May 11, 2026 - May 15, 2026
#3	-5.64% Feb 13, 2026 - May 29, 2026	-1.14% Jun 30, 2025 - Jul 11, 2025
#4	-3.98% Jul 3, 2019 - Aug 21, 2019	-0.57% Jul 11, 2025 - Jul 15, 2025
#5	-2.47% Sep 12, 2025 - Nov 4, 2025	N/A
#6	-2.38% Nov 25, 2019 - Dec 26, 2019	N/A
#7	-2.31% Nov 4, 2025 - Nov 28, 2025	N/A
#8	-2.24% Jun 25, 2019 - Jul 2, 2019	N/A
#9	-2.04% Jan 28, 2020 - Feb 4, 2020	N/A
#10	-1.71% Dec 4, 2025 - Dec 22, 2025	N/A
#11	-1.63% May 29, 2026 - Jun 5, 2026	N/A
#12	-1.49% Jan 22, 2020 - Jan 28, 2020	N/A
#13	-1.28% Dec 22, 2025 - Jan 5, 2026	N/A
#14	-1.00% Dec 26, 2019 - Jan 21, 2020	N/A
#15	-0.91% Jan 21, 2026 - Jan 30, 2026	N/A