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DSEFX: DOMINI IMPACT EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 39.48 0.12(0.30%) July 29
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 06/03/1991 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 0.05% |
| Expenses | 0.71% |
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Performance Analytics (As of 07/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/03/1991 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 5.0 | 7.9 | 13.1 | 8.7 | 8.4 | 10.3 | 7.5 | 8.6 | 16.2 | 27.6 | -26.9 | 14.5 | 27.9 | 31.7 | -14.0 | 15.4 | 11.2 | -7.2 | 14.2 | 32.9 | 11.3 | 0.7 | 13.7 | 35.6 | -37.9 | 1.5 | 12.6 | 2.0 | 9.4 | 27.1 | -20.5 | -12.8 | -15.1 | 22.6 | 33.0 | 36.0 | 21.8 | 35.2 | -0.4 | 6.5 | 12.1 | 8.4 |
| Sharpe Ratio | NA | 0.32 | 0.31 | 0.54 | 0.36 | 0.37 | NA | NA | 0.36 | 0.6 | 1.69 | -1.06 | 0.93 | 0.83 | 2.28 | -0.87 | 1.96 | 0.76 | -0.47 | 1.23 | 2.84 | 0.88 | 0.03 | 0.75 | 1.23 | -0.98 | -0.09 | 0.91 | -0.01 | 0.74 | 1.52 | -0.83 | -0.67 | -0.79 | 1.01 | 1.4 | 1.77 | 1.46 | 3.9 | -0.33 | 0.48 | 0.94 | 0.9 |
| Draw Down(%) | NA | 20.0 | 23.9 | 23.9 | 34.8 | 34.8 | NA | NA | 57.5 | 9.5 | 11.1 | 30.5 | 10.6 | 30.8 | 7.1 | 24.1 | 3.3 | 11.9 | 14.2 | 8.2 | 6.9 | 10.9 | 19.1 | 15.0 | 27.6 | 49.0 | 12.5 | 7.8 | 8.3 | 7.9 | 14.7 | 31.8 | 29.9 | 22.9 | 11.7 | 19.8 | 10.5 | 8.3 | 2.7 | 7.8 | 7.1 | 6.2 | 5.5 |
| Standard Deviation(%) | NA | 22.5 | 21.1 | 18.3 | 19.1 | 19.2 | NA | NA | 18.7 | 15.9 | 13.9 | 26.7 | 15.5 | 33.2 | 13.2 | 17.7 | 7.6 | 14.5 | 15.4 | 11.5 | 11.6 | 12.9 | 23.4 | 18.2 | 28.8 | 39.7 | 16.4 | 10.3 | 10.3 | 11.4 | 17.4 | 26.1 | 22.8 | 24.1 | 19.1 | 21.2 | 18.3 | 12.4 | 8.0 | 10.0 | 9.2 | 10.2 | 12.5 |
| Treynor Ratio | NA | 0.07 | 0.06 | 0.1 | 0.07 | 0.07 | NA | NA | 0.07 | 0.08 | 0.23 | -0.27 | 0.14 | 0.3 | 0.29 | -0.16 | 0.14 | 0.1 | -0.07 | 0.14 | 0.32 | 0.12 | 0.01 | 0.14 | 0.34 | -0.42 | -0.01 | 0.1 | 0.0 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.04 | -0.02 | -0.03 | -0.02 | NA | NA | 0.01 | -0.04 | 0.0 | -0.03 | -0.04 | 0.03 | 0.0 | -0.04 | -0.03 | 0.0 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | -0.02 | -0.01 | -0.02 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.97 | 1.03 | 1.03 | 1.05 | 1.01 | NA | NA | 0.99 | 1.16 | 1.03 | 1.07 | 1.04 | 0.91 | 1.05 | 0.97 | 1.07 | 1.06 | 0.98 | 0.98 | 1.02 | 0.98 | 0.98 | 0.99 | 1.05 | 0.92 | 1.01 | 0.98 | 0.98 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.93 | 0.96 | 0.94 | 0.95 | NA | NA | 0.64 | 0.9 | 0.97 | 0.98 | 0.8 | 0.9 | 0.98 | 0.89 | 0.88 | 0.94 | 0.96 | 0.95 | 0.95 | 0.96 | 0.99 | 0.99 | 0.99 | 0.89 | 0.96 | 0.95 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.3 | 0.3 | 2.2 | 3.7 | 2.9 | N/A | 0.3 | 0.5 | 0.1 | 0.2 | 0.6 | 3.1 | 5.7 | 5.8 | 2.9 | 5.6 | 9.3 | 0.7 | 0.7 | 0.5 | 0.6 | 0.9 | 1.2 | 5.6 | 0.9 | 0.7 | 1.2 | 0.6 | 0.6 | 8.3 | 2.4 | 0.8 | 1.8 | 0.5 | 1.7 | 1.9 | 2.3 | 1.8 | 1.3 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -84.5 | -64.7 | -96.4 | 30.0 | 67.5 | N/A | N/A | -25.0 | 325.2 | -37.3 | -68.8 | -73.5 | -78.5 | 8.2 | 117.9 | -55.1 | -36.2 | 1587.8 | 20.3 | 21.6 | 8.0 | -20.6 | -48.6 | -80.5 | 625.8 | 25.6 | -35.9 | 135.8 | -11.6 | -94.5 | 185.7 | 244.2 | -39.1 | 397.9 | -65.2 | 15.9 | -17.4 | 32.4 | 52.1 | 122.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/1991
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