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DWTFX: ARROW DWA TACTICAL FUND ARROW DWA TACTICAL FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 9.91 0.03(0.30%) January 22
Asset Class: | World Allocation |
MyPlanIQ Rating: | (46%) |
Start Date: | 06/04/2008 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 0.00% |
Expenses | 2.75% |
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Performance Analytics (As of 01/17/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/04/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.1 | 4.5 | 17.3 | 5.6 | 2.4 | 3.0 | 4.9 | 2.9 | 12.9 | -0.8 | 1.2 | -8.6 | 6.6 | 17.1 | -12.1 | 13.7 | 4.8 | -5.4 | 6.6 | 25.8 | 5.6 | -7.0 | 12.5 | 23.6 | -34.0 |
Sharpe Ratio | NA | 7.27 | 0.94 | 0.05 | -0.02 | 0.07 | NA | 0.11 | 0.52 | -0.41 | -0.01 | -0.35 | 0.22 | 1.61 | -0.8 | 1.48 | 0.49 | -0.41 | 0.56 | 2.16 | 0.49 | -0.44 | 0.59 | 1.25 | -1.71 |
Draw Down(%) | NA | 1.6 | 8.8 | 20.7 | 31.1 | 32.5 | NA | 46.0 | 8.8 | 12.5 | 15.5 | 20.6 | 31.1 | 4.7 | 22.7 | 4.7 | 7.6 | 13.1 | 7.5 | 7.0 | 8.4 | 18.6 | 17.6 | 17.5 | 43.3 |
Standard Deviation(%) | NA | 11.7 | 12.1 | 14.1 | 20.1 | 16.6 | NA | 16.9 | 12.1 | 12.4 | 17.1 | 25.0 | 28.4 | 9.7 | 16.9 | 8.9 | 9.5 | 13.3 | 11.8 | 12.0 | 11.4 | 16.0 | 21.3 | 18.7 | 30.3 |
Treynor Ratio | NA | 0.79 | 0.12 | 0.01 | 0.0 | 0.01 | NA | 0.02 | 0.07 | -0.04 | 0.0 | -0.11 | 0.05 | 0.17 | -0.09 | 0.07 | 0.06 | -0.04 | 0.04 | 0.18 | 0.05 | -0.08 | 0.07 | 0.19 | -0.48 |
Alpha | NA | 0.14 | 0.05 | 0.02 | 0.01 | 0.0 | NA | 0.0 | 0.04 | -0.06 | 0.06 | -0.02 | -0.03 | 0.0 | 0.0 | -0.04 | 0.01 | -0.01 | 0.01 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | -0.1 |
Beta | NA | 1.08 | 0.96 | 0.76 | 0.98 | 1.04 | NA | 1.11 | 0.96 | 1.23 | 0.55 | 0.77 | 1.3 | 0.92 | 1.57 | 1.81 | 0.77 | 1.47 | 1.59 | 1.46 | 1.13 | 0.83 | 1.8 | 1.26 | 1.08 |
RSquared | NA | 0.95 | 0.65 | 0.42 | 0.46 | 0.48 | NA | 0.6 | 0.64 | 0.69 | 0.26 | 0.15 | 0.79 | 0.31 | 0.62 | 0.64 | 0.47 | 0.81 | 0.83 | 0.84 | 0.69 | 0.58 | 0.85 | 0.86 | 0.84 |
Yield(%) | N/A | 0.0 | 0.0 | 2.4 | 2.3 | 3.4 | 3.9 | N/A | 0.0 | 1.3 | 5.9 | 0.0 | 5.0 | 7.7 | 3.2 | 7.7 | 3.1 | 5.6 | 0.5 | 0.0 | 1.8 | 6.2 | 0.0 | 0.1 | 0.3 |
Dividend Growth(%) | N/A | N/A | -100.0 | -44.6 | -57.9 | N/A | N/A | N/A | -100.0 | -79.0 | N/A | -100.0 | -28.1 | 102.3 | -56.1 | 153.3 | -50.5 | 1170.8 | N/A | -100.0 | -74.2 | N/A | -100.0 | -71.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2008
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