UK markets close in 2 hours 15 minutes

Arrow DWA Balanced Institutional (DWANX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.75-0.03 (-0.25%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.24%
5-year average return5.29%
Number of years up8
Number of years down3
Best 1-yr total return (20 Jun 2024)21.43%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return21.43%
Worst 3-yr total return0.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDWANXCategory
YTD7.23%9.69%
1-month1.28%0.97%
3-month1.28%5.21%
1-year12.58%27.45%
3-year0.28%8.85%
5-year6.26%8.56%
10-year4.03%5.61%
Last bull market16.80%10.63%
Last bear market-6.62%-12.05%

Annual total return (%) history

Year
DWANXCategory
2024
N/AN/A
2023
1.49%N/A
2022
-5.08%N/A
2021
4.90%N/A
2020
21.43%9.83%
2019
11.12%14.61%
2018
-9.78%-7.70%
2017
13.13%12.63%
2016
0.24%5.99%
2015
-2.01%-5.93%
2014
2.91%2.41%
2013
16.07%8.62%
2012
N/A9.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.13%N/AN/AN/A
2023-1.93%3.13%-4.16%4.70%
20221.88%-6.62%-5.11%5.15%
20212.20%3.92%-1.85%0.64%
2020-1.87%8.85%7.25%6.00%
20198.96%2.80%-0.41%-0.39%
2018-0.23%-0.84%2.71%-11.21%
20173.47%1.01%2.78%5.31%
2016-0.32%2.52%1.58%-3.43%
20152.86%-0.95%-5.68%1.97%
20140.68%2.30%-2.78%2.77%
20136.41%-0.82%3.98%5.77%
2012-2.48%3.61%-0.08%N/A

Rank in category (by total return)

YTD30
1-month89
3-month71
1-year51
3-year62
5-year41

Load adjusted returns

1-year12.58%
3-year0.28%
5-year6.26%
10-year4.03%