FINS vs SI
Comparison between Angel Oak Financial Strategies Income Term Trust (FINS, Company) and Shoulder Innovations Inc (SI, Company).
FINS vs SI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
FINS
$421M
SI
$420M
Max Drawdown
FINS
46.19%
Winner
SI
31.27%
Sharpe Ratio
FINS
0.54
Winner
SI
0.72
5Y Beta
Winner
FINS
0.18
SI
0.40
Industry
FINS
Asset Management
SI
N/A
P/E Ratio
FINS
5.27
Winner
SI
-10.38
Dividend Yield
FINS
10.60%
SI
N/A
5Y Dividends CAGR
FINS
3.20%
SI
N/A
Debt to Equity
FINS
26.96%
Winner
SI
11.25%
Free Cash Flow Yield
Winner
FINS
-8.47%
SI
-10.90%
FINS vs SI - Historical Returns
Returns include dividend reinvestment.
1M
FINS
+0.35%
Winner
SI
+5.24%
3M
FINS
+0.69%
Winner
SI
+55.32%
6M
FINS
+0.23%
Winner
SI
+36.33%
1Y
FINS
+7.17%
Winner
SI
+34.88%
5Y(CAGR)
FINS
+2.13%
SI
N/A
Max(CAGR)
FINS
+2.32%
Winner
SI
+35.82%
FINS vs SI - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | FINS | SI |
|---|---|---|
| 2026 | +0.95% | +41.27% |
| 2025 | +14.09% | -4.98% |
| 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 SI Drawdown Comparison
The maximum drawdown for FINS was -40.77%, occurring on Mar 18, 2020. Recovery took 1394 trading sessions.
The maximum drawdown for SI was -31.27%, occurring on Nov 10, 2025. Recovery took 61 trading sessions.
The current FINS drawdown is -2.44%. The current SI drawdown is -10.93%.
| Rank | FINS | SI |
|---|---|---|
| #1 | -40.77% Feb 5, 2020 - Aug 22, 2025 | -31.27% Sep 2, 2025 - Nov 26, 2025 |
| #2 | -6.43% Aug 21, 2019 - Nov 25, 2019 | -25.30% Dec 16, 2025 - Jun 10, 2026 |
| #3 | -5.64% Feb 13, 2026 - May 29, 2026 | -19.60% Jul 31, 2025 - Aug 27, 2025 |
| #4 | -3.98% Jul 3, 2019 - Aug 21, 2019 | -11.54% Jun 26, 2026 - Jul 10, 2026 |
| #5 | -2.47% Sep 12, 2025 - Nov 4, 2025 | -10.63% Nov 26, 2025 - Dec 16, 2025 |
| #6 | -2.44% Jul 8, 2026 - Jul 23, 2026 | -6.09% Aug 27, 2025 - Sep 2, 2025 |
| #7 | -2.38% Nov 25, 2019 - Dec 26, 2019 | -5.28% Jun 11, 2026 - Jun 23, 2026 |
| #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 |
Correlation
Correlation between FINS and SI is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.35
-101
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