Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWATX (ARROW DWA BALANCED FUND ARROW DWA BALANCED FUND CLASS C SHARES) | 11.99% | 26.36% | 11.58% | 2.36% | 3.46% | 3.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/10/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWATX (ARROW DWA BALANCED FUND ARROW DWA BALANCED FUND CLASS C SHARES) | 08/10/2006 | 06/04/2026 |
| 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 (%) | 0.43 | 26.36 | 11.58 | 2.36 | 3.46 | 3.23 | NA | … | … | 11.99 | 14.94 | 5.06 | 0.47 | -9.26 | -1.49 | 6.55 | 9.97 | -10.69 | 11.94 | -0.77 | -2.96 | 2.11 | 14.73 | 6.78 | -4.40 | 15.22 | 16.30 | -26.00 | 14.28 | 8.95 |
| Sharpe Ratio | NA | 2.11 | 0.77 | 0.00 | 0.17 | NA | NA | … | … | 1.98 | 0.99 | 0.15 | -0.38 | -0.84 | -0.14 | 0.41 | 1.40 | -1.04 | 1.69 | -0.08 | -0.30 | 0.26 | 1.76 | 0.78 | -0.32 | 1.10 | 1.21 | -1.30 | 0.72 | 3.28 |
| Standard Deviation(%) | NA | 11.38 | 10.85 | 11.35 | 11.13 | NA | NA | … | … | 14.14 | 12.23 | 9.29 | 8.42 | 12.78 | 11.22 | 15.36 | 6.08 | 11.60 | 6.70 | 12.14 | 9.82 | 8.16 | 8.34 | 8.72 | 14.06 | 13.76 | 13.37 | 20.63 | 15.48 | 6.44 |
| Draw Down(%) | NA | 6.96 | 13.08 | 22.92 | 25.52 | NA | NA | … | … | 6.96 | 13.00 | 7.06 | 9.08 | 13.56 | 8.94 | 11.15 | 4.58 | 18.92 | 2.64 | 10.06 | 10.15 | 6.73 | 6.86 | 7.53 | 14.54 | 9.38 | 12.00 | 35.89 | 9.74 | 2.27 |
| Yield(%) | 0.00 | 13.30 | 5.86 | 3.11 | 3.33 | 3.41 | 3.26 | … | … | 0.00 | 13.55 | 0.00 | 3.40 | 1.78 | 0.00 | 0.00 | 0.99 | 7.96 | 8.01 | 0.00 | 5.47 | 11.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 | 0.04 | 1.55 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DWATX (ARROW DWA BALANCED FUND ARROW DWA BALANCED FUND CLASS C SHARES) |
-7.40%
Oct 2020 – Oct 2023 |
-2.27%
Sep 2018 – Sep 2023 |
-0.08%
Oct 2013 – Oct 2023 |
0.89%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWATX (ARROW DWA BALANCED FUND ARROW DWA BALANCED FUND CLASS C SHARES) |
13.87%
Feb 2009 – Feb 2012 |
11.79%
Feb 2009 – Feb 2014 |
6.08%
Feb 2009 – Feb 2019 |
4.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart