FINS vs SERV

Comparison between Angel Oak Financial Strategies Income Term Trust (FINS, Company) and Serve Robotics Inc (SERV, Company).

FINS is from the Financial Services sector, while SERV is from the Industrials sector.

FINS vs SERV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FINS(COMPANY)	SERV(COMPANY)
Market Cap	$418M	$418M
Max Drawdown	46.19%	92.72%
Sharpe Ratio	0.42	-0.45
5Y Beta	0.19	2.93
Industry	Asset Management	Integrated Freight & Logistics
P/E Ratio	5.22	-2.39
PEG Ratio	N/A	-0.02
Dividend Yield	10.60%	N/A
5Y Dividends CAGR	3.20%	N/A
Debt to Equity	26.96%	0.00%
Free Cash Flow Yield	-8.55%	-40.65%
P/S Ratio	11.57	N/A
P/B Ratio	0.90	N/A

Market Cap

FINS

$418M

Winner

SERV

$418M

Max Drawdown

Winner

FINS

46.19%

SERV

92.72%

Sharpe Ratio

Winner

FINS

0.42

SERV

-0.45

5Y Beta

Winner

FINS

0.19

SERV

2.93

Industry

FINS

Asset Management

SERV

Integrated Freight & Logistics

P/E Ratio

FINS

5.22

Winner

SERV

-2.39

PEG Ratio

FINS

N/A

SERV

-0.02

Dividend Yield

FINS

10.60%

SERV

N/A

5Y Dividends CAGR

FINS

3.20%

SERV

N/A

Debt to Equity

FINS

26.96%

Winner

SERV

0.00%

Free Cash Flow Yield

Winner

FINS

-8.55%

SERV

-40.65%

P/S Ratio

FINS

11.57

SERV

N/A

P/B Ratio

FINS

0.90

SERV

N/A

FINS vs SERV - Historical Returns

Returns include dividend reinvestment.

Period	FINS	SERV
1 month	-0.19%	-14.68%
3 months	+1.62%	-42.76%
6 months	+0.10%	-48.30%
1 year	+6.65%	-52.68%
5 years(CAGR)	+2.19%	N/A
Max(CAGR)	+2.48%	-48.63%

Winner

FINS

-0.19%

SERV

-14.68%

Winner

FINS

+1.62%

SERV

-42.76%

Winner

FINS

+0.10%

SERV

-48.30%

Winner

FINS

+6.65%

SERV

-52.68%

5Y(CAGR)

FINS

+2.19%

SERV

N/A

Max(CAGR)

Winner

FINS

+2.48%

SERV

-48.63%

FINS vs SERV - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	FINS	SERV
2026	+2.24%	-58.24%
2025	+14.09%	-29.67%
2024	+18.41%	-46.00%
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 SERV Drawdown Comparison

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

The maximum drawdown for SERV was -92.72%, occurring on Jun 26, 2024. This drawdown has not yet recovered.

The current FINS drawdown is -1.20%. The current SERV drawdown is -80.24%.

Rank	FINS	SERV
#1	-40.77% Feb 5, 2020 - Aug 22, 2025	-92.72% Mar 7, 2024 - Jun 26, 2024
#2	-6.43% Aug 21, 2019 - Nov 25, 2019	N/A
#3	-5.64% Feb 13, 2026 - May 29, 2026	N/A
#4	-3.98% Jul 3, 2019 - Aug 21, 2019	N/A
#5	-2.99% Jul 8, 2026 - Jul 23, 2026	N/A
#6	-2.47% Sep 12, 2025 - Nov 4, 2025	N/A
#7	-2.38% Nov 25, 2019 - Dec 26, 2019	N/A
#8	-2.31% Nov 4, 2025 - Nov 28, 2025	N/A
#9	-2.24% Jun 25, 2019 - Jul 2, 2019	N/A
#10	-2.04% Jan 28, 2020 - Feb 4, 2020	N/A
#11	-1.71% Dec 4, 2025 - Dec 22, 2025	N/A
#12	-1.67% May 29, 2026 - Jul 2, 2026	N/A
#13	-1.49% Jan 22, 2020 - Jan 28, 2020	N/A
#14	-1.28% Dec 22, 2025 - Jan 5, 2026	N/A
#15	-1.00% Dec 26, 2019 - Jan 21, 2020	N/A