Nasdaq - Delayed Quote USD

Arrow DWA Tactical: Balanced Fund (DWAFX)

11.41
+0.01
+(0.09%)
At close: 8:05:36 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.09%
5y Average Return 4.59%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 29, 2025) 21.06%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 21.06%
Worst 3Y Total Return 0.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DWAFX
Category
YTD
-0.09%
9.69%
1-Month
-2.40%
0.97%
3-Month
-0.09%
5.21%
1-Year
-3.02%
27.45%
3-Year
-0.17%
8.85%
5-Year
5.55%
8.56%
10-Year
3.23%
5.61%
Last Bull Market
4.82%
10.63%
Last Bear Market
-6.69%
-12.05%

Annual Total Return (%) History

Year
DWAFX
Category
2025
--
--
2024
5.79%
--
2023
1.25%
--
2022
-5.31%
--
2021
4.67%
--
2020
21.06%
9.83%
2019
10.89%
14.61%
2018
-10.07%
-7.70%

2017
12.84%
12.63%
2016
0.00%
5.99%
2015
-2.25%
-5.93%
2014
2.62%
2.41%
2013
15.77%
8.62%
2012
7.68%
9.45%
2011
-3.75%
-3.36%
2010
16.08%
10.53%
2009
17.34%
20.30%
2008
-25.57%
-23.59%
2007
15.29%
6.85%
2006
--
9.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.09% -- -- --
2024 8.98% -2.55% 4.10% -4.31%
2023 -1.97% 3.11% -4.26% 4.63%
2022 1.84% -6.69% -5.23% 5.15%
2021 2.16% 3.84% -1.89% 0.57%
2020 -1.99% 8.83% 7.22% 5.85%
2019 8.93% 2.76% -0.50% -0.43%
2018 -0.31% -0.93% 2.75% -11.37%
2017 3.42% 0.95% 2.73% 5.21%
2016 -0.41% 2.45% 1.52% -3.46%

2015 2.79% -1.03% -5.71% 1.90%
2014 0.55% 2.25% -2.80% 2.69%
2013 6.34% -0.89% 3.91% 5.72%
2012 6.74% -2.48% 3.52% -0.08%
2011 2.55% 0.72% -10.81% 4.48%
2010 4.27% -4.91% 9.57% 6.85%
2009 -4.74% 8.79% 9.78% 3.15%
2008 -5.13% 4.72% -15.57% -11.26%
2007 2.40% 2.97% 6.21% 2.94%
2006 8.08% -- -- --

Rank in Category (By Total Return)

YTD 37
1-Month 38
3-Month 37
1-Year 87
3-Year 82
5-Year 79

Load Adjusted Returns

1-Year -8.59%
3-Year -2.12%
5-Year 4.31%
10-Year 2.62%

Performance & Risk

YTD Return -0.09%
5y Average Return 4.59%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Arrow Funds
Net Assets 26.66M
YTD Return -0.09%
Yield 0.13%
Morningstar Rating
Inception Date Aug 07, 2006

Fund Summary

The fund primarily invests, either directly or indirectly through investments in exchange traded funds or other investment companies (including affiliated funds), in (i) equity securities, (ii) fixed income securities, or (iii) alternative assets. It may invest up to 25% of its total assets in a wholly-owned and controlled subsidiary (the "DWA Balanced Subsidiary").

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