Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWAFX (ARROW DWA BALANCED FUND ARROW DWA BALANCED FUND CLASS A SHARES) | 12.50% | 27.77% | 12.48% | 3.40% | 4.47% | 4.09% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWAFX (ARROW DWA BALANCED FUND ARROW DWA BALANCED FUND CLASS A SHARES) | 08/10/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.15 | 27.77 | 12.48 | 3.40 | 4.47 | 4.09 | NA | … | … | 12.50 | 15.86 | 5.78 | 1.27 | -8.31 | -0.16 | 8.33 | 10.89 | -10.07 | 12.85 | 0.00 | -2.25 | 2.83 | 15.53 | 7.68 | -3.75 | 16.08 | 17.34 | -25.57 | 15.29 | 9.05 |
| Sharpe Ratio | NA | 2.19 | 0.85 | 0.08 | 0.26 | NA | NA | … | … | 2.05 | 1.06 | 0.23 | -0.29 | -0.77 | -0.02 | 0.55 | 1.55 | -0.99 | 1.83 | -0.02 | -0.23 | 0.35 | 1.86 | 0.89 | -0.27 | 1.16 | 1.28 | -1.29 | 0.79 | 3.37 |
| Standard Deviation(%) | NA | 11.45 | 10.89 | 11.31 | 11.00 | NA | NA | … | … | 14.20 | 12.30 | 9.30 | 8.41 | 12.71 | 10.97 | 14.55 | 6.09 | 11.63 | 6.68 | 12.15 | 9.85 | 8.13 | 8.34 | 8.67 | 14.07 | 13.76 | 13.42 | 20.56 | 15.47 | 6.36 |
| Draw Down(%) | NA | 6.89 | 12.92 | 20.82 | 22.44 | NA | NA | … | … | 6.89 | 12.92 | 6.98 | 8.57 | 13.17 | 8.03 | 10.21 | 4.44 | 18.39 | 2.57 | 9.92 | 9.96 | 6.55 | 6.81 | 7.38 | 14.20 | 9.28 | 11.93 | 35.61 | 9.68 | 2.27 |
| Yield(%) | 0.00 | 12.71 | 6.03 | 3.39 | 3.61 | 3.67 | 3.70 | … | … | 0.00 | 12.97 | 0.14 | 4.35 | 2.52 | 0.00 | 0.22 | 2.24 | 7.44 | 7.58 | 0.00 | 5.26 | 12.06 | 0.00 | 0.00 | 0.02 | 0.51 | 1.26 | 0.49 | 2.01 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/10/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWAFX (ARROW DWA BALANCED FUND ARROW DWA BALANCED FUND CLASS A SHARES) |
-6.12%
Oct 2020 – Oct 2023 |
-1.16%
Sep 2018 – Sep 2023 |
0.86%
Oct 2013 – Oct 2023 |
1.78%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWAFX (ARROW DWA BALANCED FUND ARROW DWA BALANCED FUND CLASS A SHARES) |
14.74%
Feb 2009 – Feb 2012 |
12.65%
Feb 2009 – Feb 2014 |
6.88%
Feb 2009 – Feb 2019 |
5.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart