Arrow Dwa Balanced Fund Manager Performance Evaluation
| DWANX Fund | USD 12.19 0.08 0.66% |
The fund shows a Beta (market volatility) of 0.0817, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Arrow Dwa's returns are expected to increase less than the market. However, during the bear market, the loss of holding Arrow Dwa is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Arrow Dwa Balanced are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Arrow Dwa is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of December 2022 | |
| Expense Ratio | 1.9200 |
Arrow |
Arrow Dwa Relative Risk vs. Return Landscape
If you would invest 1,203 in Arrow Dwa Balanced on August 27, 2024 and sell it today you would earn a total of 16.00 from holding Arrow Dwa Balanced or generate 1.33% return on investment over 90 days. Arrow Dwa Balanced is currently producing 0.0221% returns and takes up 0.5403% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Arrow, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Arrow Dwa Current Valuation
Fairly Valued
Today
Please note that Arrow Dwa's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Arrow Dwa Balanced shows a prevailing Real Value of $12.15 per share. The current price of the fund is $12.19. We determine the value of Arrow Dwa Balanced from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Arrow Dwa is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Arrow Mutual Fund. However, Arrow Dwa's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.19 | Real 12.15 | Hype 12.19 | Naive 12.12 |
The intrinsic value of Arrow Dwa's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Arrow Dwa's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Arrow Dwa Balanced helps investors to forecast how Arrow mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Arrow Dwa more accurately as focusing exclusively on Arrow Dwa's fundamentals will not take into account other important factors: Arrow Dwa Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Arrow Dwa's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Arrow Dwa Balanced, and traders can use it to determine the average amount a Arrow Dwa's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0409
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DWANX |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Arrow Dwa is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Arrow Dwa by adding it to a well-diversified portfolio.
Arrow Dwa Fundamentals Growth
Arrow Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Arrow Dwa, and Arrow Dwa fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Arrow Mutual Fund performance.
| Price To Earning | 20.67 X | ||||
| Price To Book | 2.20 X | ||||
| Price To Sales | 1.53 X | ||||
| Total Asset | 7.92 M | ||||
About Arrow Dwa Performance
Evaluating Arrow Dwa's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Arrow Dwa has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Arrow Dwa has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund primarily invests, either directly or indirectly through investments in exchange traded funds or other investment companies , in equity securities, fixed income securities, or alternative assets. Arrow DWA is traded on NASDAQ Exchange in the United States.Things to note about Arrow Dwa Balanced performance evaluation
Checking the ongoing alerts about Arrow Dwa for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Arrow Dwa Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 10.54% of its assets under management (AUM) in cash |
- Analyzing Arrow Dwa's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Arrow Dwa's stock is overvalued or undervalued compared to its peers.
- Examining Arrow Dwa's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Arrow Dwa's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Arrow Dwa's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Arrow Dwa's mutual fund. These opinions can provide insight into Arrow Dwa's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Arrow Mutual Fund
Arrow Dwa financial ratios help investors to determine whether Arrow Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Arrow with respect to the benefits of owning Arrow Dwa security.
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