FINS vs ZUMZ

Comparison between Angel Oak Financial Strategies Income Term Trust (FINS, Company) and Zumiez Inc (ZUMZ, Company).

FINS is from the Financial Services sector, while ZUMZ is from the Consumer Cyclical sector.

5-Year PerformanceFINS has outperformed ZUMZ, delivering a return of +2.2% compared to -18.1%

FINS vs ZUMZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FINS(COMPANY)	ZUMZ(COMPANY)
Market Cap	$427M	$427M
Max Drawdown	46.19%	88.06%
Sharpe Ratio	0.71	0.81
5Y Beta	0.18	1.61
Industry	Asset Management	Apparel Retail
P/E Ratio	28.17	30.38
Forward P/E	N/A	19.05
PEG Ratio	N/A	0.96
Dividend Yield	10.50%	N/A
5Y Dividends CAGR	1.71%	N/A
5Y EPS CAGR	N/A	-22.62%
Debt to Equity	26.96%	0.00%
Free Cash Flow Yield	12.15%	9.94%
P/S Ratio	11.96	0.47
P/B Ratio	0.92	1.34

Market Cap

Winner

FINS

$427M

ZUMZ

$427M

Max Drawdown

Winner

FINS

46.19%

ZUMZ

88.06%

Sharpe Ratio

FINS

0.71

Winner

ZUMZ

0.81

5Y Beta

Winner

FINS

0.18

ZUMZ

1.61

Industry

FINS

Asset Management

ZUMZ

Apparel Retail

P/E Ratio

Winner

FINS

28.17

ZUMZ

30.38

Forward P/E

FINS

N/A

ZUMZ

19.05

PEG Ratio

FINS

N/A

ZUMZ

0.96

Dividend Yield

FINS

10.50%

ZUMZ

N/A

5Y Dividends CAGR

FINS

1.71%

ZUMZ

N/A

5Y EPS CAGR

FINS

N/A

ZUMZ

-22.62%

Debt to Equity

FINS

26.96%

Winner

ZUMZ

0.00%

Free Cash Flow Yield

Winner

FINS

12.15%

ZUMZ

9.94%

P/S Ratio

FINS

11.96

Winner

ZUMZ

0.47

P/B Ratio

Winner

FINS

0.92

ZUMZ

1.34

FINS vs ZUMZ - Historical Returns

Returns include dividend reinvestment.

Period	FINS	ZUMZ
1 month	-0.55%	-27.60%
3 months	+0.59%	-28.70%
6 months	+2.43%	-43.21%
1 year	+9.47%	+35.23%
5 years(CAGR)	+2.20%	-18.13%
10 years(CAGR)	N/A	+1.75%
Max(CAGR)	+2.31%	+1.60%

Winner

FINS

-0.55%

ZUMZ

-27.60%

Winner

FINS

+0.59%

ZUMZ

-28.70%

Winner

FINS

+2.43%

ZUMZ

-43.21%

FINS

+9.47%

Winner

ZUMZ

+35.23%

5Y(CAGR)

Winner

FINS

+2.20%

ZUMZ

-18.13%

10Y(CAGR)

FINS

N/A

ZUMZ

+1.75%

Max(CAGR)

Winner

FINS

+2.31%

ZUMZ

+1.60%

FINS vs ZUMZ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FINS	ZUMZ
2026	+0.61%	-32.83%
2025	+14.09%	+37.32%
2024	+18.41%	-5.15%
2023	+2.36%	-7.59%
2022	-17.17%	-54.72%
2021	+10.25%	+34.43%
2020	-12.66%	+7.89%
2019	+7.11%	+76.04%
2018	N/A	-4.15%
2017	N/A	-5.34%
2016	N/A	+44.13%
2015	N/A	-60.43%
2014	N/A	+47.39%
2013	N/A	+33.33%
2012	N/A	-26.64%
2011	N/A	+2.28%
2010	N/A	+117.39%
2009	N/A	+65.19%
2008	N/A	-66.44%
2007	N/A	-21.55%
2006	N/A	+38.52%
2005	N/A	+73.78%

FINS vs ZUMZ Drawdown Comparison

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

The maximum drawdown for ZUMZ was -88.06%, occurring on Nov 20, 2008. Recovery took 3453 trading sessions.

The current FINS drawdown is -1.66%. The current ZUMZ drawdown is -68.17%.

Rank	FINS	ZUMZ
#1	-40.77% Feb 5, 2020 - Aug 22, 2025	-88.06% Oct 12, 2007 - Jul 1, 2021
#2	-6.43% Aug 21, 2019 - Nov 25, 2019	-78.80% Nov 22, 2021 - Jun 6, 2025
#3	-5.64% Feb 13, 2026 - May 29, 2026	-47.05% Jul 3, 2006 - Mar 15, 2007
#4	-3.98% Jul 3, 2019 - Aug 21, 2019	-27.17% Jul 1, 2021 - Nov 9, 2021
#5	-2.47% Sep 12, 2025 - Nov 4, 2025	-22.49% May 4, 2006 - Jun 30, 2006
#6	-2.38% Nov 25, 2019 - Dec 26, 2019	-17.53% Aug 3, 2005 - Nov 1, 2005
#7	-2.31% Nov 4, 2025 - Nov 28, 2025	-14.83% Apr 5, 2007 - Aug 8, 2007
#8	-2.24% Jun 25, 2019 - Jul 2, 2019	-11.79% Aug 9, 2007 - Aug 22, 2007
#9	-2.04% Jan 28, 2020 - Feb 4, 2020	-9.65% Sep 18, 2007 - Oct 11, 2007
#10	-1.71% Dec 4, 2025 - Dec 22, 2025	-7.83% Aug 31, 2007 - Sep 18, 2007
#11	-1.66% May 29, 2026 - Jun 5, 2026	-7.14% Mar 30, 2006 - Apr 7, 2006
#12	-1.49% Jan 22, 2020 - Jan 28, 2020	-7.04% May 6, 2005 - May 18, 2005
#13	-1.28% Dec 22, 2025 - Jan 5, 2026	-6.62% Aug 22, 2007 - Aug 30, 2007
#14	-1.00% Dec 26, 2019 - Jan 21, 2020	-5.53% Jun 7, 2005 - Jun 15, 2005
#15	-0.91% Jan 21, 2026 - Jan 30, 2026	-5.44% Jan 24, 2006 - Feb 23, 2006