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DEUFX: Domini Euro Social Equity Inv (MUTUAL FUND)
Basic Info
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/06/2005 |
Last Dividend Date: | 12/09/2009 |
12-Mo. Yield | 2.68% |
Expenses | - |
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Performance Analytics (As of 04/20/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 10/06/2005 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 44.8 | -15.6 | 0.3 | -4.6 | 35.8 | -49.5 | 1.6 | 44.4 | 5.5 |
Sharpe Ratio | NA | 1.85 | -0.49 | -0.05 | -0.8 | 1.08 | -1.18 | -0.07 | 2.72 | 2.02 |
Draw Down(%) | NA | 14.3 | 67.5 | 67.5 | 13.9 | 30.4 | 59.2 | 16.4 | 13.6 | 4.4 |
Standard Deviation(%) | NA | 24.1 | 34.2 | 29.0 | 18.7 | 33.1 | 42.5 | 21.5 | 15.2 | 11.6 |
Treynor Ratio | NA | 0.49 | -0.18 | -0.02 | -0.19 | 0.38 | -0.58 | -0.01 | 0.44 | 0.29 |
Alpha | NA | -0.03 | -0.08 | -0.03 | -0.07 | 0.02 | -0.07 | -0.05 | 0.04 | 0.05 |
Beta | NA | 0.92 | 0.91 | 0.91 | 0.79 | 0.94 | 0.87 | 1.06 | 0.94 | 0.8 |
RSquared | NA | 0.84 | 0.85 | 0.85 | 0.73 | 0.88 | 0.86 | 0.87 | 0.79 | 0.63 |
Yield(%) | N/A | 2.7 | 4.8 | N/A | 0.0 | 2.3 | 2.5 | 12.3 | 4.8 | 0.0 |
Dividend Growth(%) | N/A | -53.3 | N/A | N/A | -100.0 | -53.1 | -82.3 | 254.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/2005
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