FINS vs SGU
Comparison between Angel Oak Financial Strategies Income Term Trust (FINS, Company) and Star Group L.P. (SGU, Company).
FINS is from the Financial Services sector, while SGU is from the Energy sector.
5-Year PerformanceSGU has outperformed FINS, delivering a return of +9.7% compared to +2.2%
FINS vs SGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FINS vs SGU - Historical Returns
Returns include dividend reinvestment.
FINS vs SGU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FINS | SGU |
|---|---|---|
| 2026 | +2.24% | +10.46% |
| 2025 | +14.09% | +10.50% |
| 2024 | +18.41% | +2.92% |
| 2023 | +2.36% | +2.39% |
| 2022 | -17.17% | +19.13% |
| 2021 | +10.25% | +21.14% |
| 2020 | -12.66% | +3.97% |
| 2019 | +7.11% | +7.23% |
| 2018 | N/A | -8.57% |
| 2017 | N/A | +5.01% |
| 2016 | N/A | +54.43% |
| 2015 | N/A | +27.27% |
| 2014 | N/A | +21.65% |
| 2013 | N/A | +35.76% |
| 2012 | N/A | -9.87% |
| 2011 | N/A | -4.41% |
| 2010 | N/A | +36.73% |
| 2009 | N/A | +93.33% |
| 2008 | N/A | -38.40% |
| 2007 | N/A | +19.94% |
| 2006 | N/A | +91.30% |
| 2005 | N/A | -74.24% |
| 2004 | N/A | -67.38% |
| 2003 | N/A | +45.19% |
| 2002 | N/A | +3.18% |
| 2001 | N/A | +35.40% |
| 2000 | N/A | +52.08% |
| 1999 | N/A | -16.48% |
FINS vs SGU Drawdown Comparison
The maximum drawdown for FINS was -40.77%, occurring on Mar 18, 2020. Recovery took 1394 trading sessions.
The maximum drawdown for SGU was -95.67%, occurring on Nov 17, 2005. Recovery took 4367 trading sessions.
The current FINS drawdown is -1.20%. The current SGU drawdown is -5.46%.
| Rank | FINS | SGU |
|---|---|---|
| #1 | -40.77% Feb 5, 2020 - Aug 22, 2025 | -95.67% Mar 18, 2004 - Jul 23, 2021 |
| #2 | -6.43% Aug 21, 2019 - Nov 25, 2019 | -30.84% Jun 9, 2023 - Feb 3, 2026 |
| #3 | -5.64% Feb 13, 2026 - May 29, 2026 | -28.41% Nov 26, 2001 - Jan 15, 2003 |
| #4 | -3.98% Jul 3, 2019 - Aug 21, 2019 | -27.67% Jul 28, 2021 - Dec 13, 2022 |
| #5 | -2.99% Jul 8, 2026 - Jul 23, 2026 | -21.37% Nov 3, 1999 - Jun 12, 2000 |
| #6 | -2.47% Sep 12, 2025 - Nov 4, 2025 | -16.10% Jul 27, 2001 - Oct 12, 2001 |
| #7 | -2.38% Nov 25, 2019 - Dec 26, 2019 | -14.32% Jan 20, 2023 - Mar 29, 2023 |
| #8 | -2.31% Nov 4, 2025 - Nov 28, 2025 | -10.42% Sep 18, 2000 - Dec 26, 2000 |
| #9 | -2.24% Jun 25, 2019 - Jul 2, 2019 | -8.71% Jan 9, 2004 - Feb 10, 2004 |
| #10 | -2.04% Jan 28, 2020 - Feb 4, 2020 | -8.29% Jun 17, 2003 - Jul 8, 2003 |
| #11 | -1.71% Dec 4, 2025 - Dec 22, 2025 | -8.23% Feb 5, 2026 - May 7, 2026 |
| #12 | -1.67% May 29, 2026 - Jul 2, 2026 | -8.18% May 7, 2026 - Jun 17, 2026 |
| #13 | -1.49% Jan 22, 2020 - Jan 28, 2020 | -7.49% Jul 11, 2003 - Oct 13, 2003 |
| #14 | -1.28% Dec 22, 2025 - Jan 5, 2026 | -7.30% May 5, 2023 - Jun 6, 2023 |
| #15 | -1.00% Dec 26, 2019 - Jan 21, 2020 | -6.25% Feb 4, 2003 - Apr 22, 2003 |
Correlation
Correlation between FINS and SGU is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
FINS vs SGU dividend yield comparison.
| Year | FINS | SGU |
|---|---|---|
| 2026 | 6.35% | 4.63% |
| 2025 | 10.13% | 6.14% |
| 2024 | 10.30% | 5.89% |
| 2023 | 10.04% | 5.55% |
| 2022 | 9.74% | 4.98% |
| 2021 | 7.63% | 5.20% |
| 2020 | 7.42% | 5.55% |
| 2019 | 3.41% | 5.21% |
| 2018 | 0.00% | 4.95% |
| 2017 | 0.00% | 4.02% |
| 2016 | 0.00% | 3.74% |
| 2015 | 0.00% | 5.01% |
| 2014 | 0.00% | 5.66% |
| 2013 | 0.00% | 6.19% |
| 2012 | 0.00% | 7.58% |
| 2011 | 0.00% | 6.37% |
| 2010 | 0.00% | 5.40% |
| 2009 | 0.00% | 6.52% |
| 2004 | 0.00% | 23.15% |
| 2003 | 0.00% | 9.41% |
| 2002 | 0.00% | 12.43% |
| 2001 | 0.00% | 14.06% |
| 2000 | 0.00% | 13.03% |
| 1999 | 0.00% | 8.73% |
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