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DSFRX: DOMINI IMPACT EQUITY FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 38.25 0.02(0.05%) July 01
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 12/01/2003 |
| Last Dividend Date: | 06/11/2025 |
| 12-Mo. Yield | 5.65% |
| Expenses | 1.09% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/01/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 3.1 | 10.4 | 15.8 | 13.1 | 22.2 | 20.3 | 14.7 | 14.1 | 21.9 | 28.6 | -25.5 | 21.8 | 31.0 | 32.1 | 40.7 | 102.9 | 11.5 | -6.3 | 15.2 | 33.3 | 11.7 | 0.9 | 14.3 | 36.6 | -37.8 | 2.0 | 12.9 | 2.4 | 10.7 | 3.0 |
| Sharpe Ratio | NA | 0.09 | 0.3 | 0.68 | 0.61 | 0.7 | NA | NA | 0.52 | 1.3 | 1.81 | -1.02 | 1.44 | 0.92 | 2.31 | 0.82 | 1.81 | 0.78 | -0.41 | 1.31 | 2.88 | 0.91 | 0.04 | 0.78 | 1.27 | -0.98 | -0.07 | 0.93 | 0.01 | 0.85 | 4.02 |
| Draw Down(%) | NA | 19.9 | 20.2 | 20.2 | 30.7 | 30.8 | NA | NA | 56.7 | 9.5 | 11.1 | 30.3 | 8.9 | 30.8 | 7.0 | 20.7 | 3.3 | 11.9 | 14.1 | 8.2 | 6.8 | 10.8 | 19.0 | 14.8 | 27.6 | 48.9 | 12.4 | 7.6 | 8.1 | 7.6 | 1.8 |
| Standard Deviation(%) | NA | 24.0 | 20.1 | 18.0 | 18.9 | 29.7 | NA | NA | 24.8 | 14.0 | 14.0 | 26.6 | 15.1 | 33.1 | 13.2 | 48.4 | 56.9 | 14.5 | 15.5 | 11.7 | 11.6 | 12.9 | 23.4 | 18.2 | 28.8 | 39.5 | 16.4 | 10.2 | 10.4 | 11.4 | 10.3 |
| Treynor Ratio | NA | 0.02 | 0.06 | 0.12 | 0.11 | 0.2 | NA | NA | 0.13 | 0.17 | 0.24 | -0.25 | 0.2 | 0.32 | 0.29 | 0.32 | 1.3 | 0.11 | -0.07 | 0.15 | 0.33 | 0.12 | 0.01 | 0.14 | 0.35 | -0.42 | -0.01 | 0.1 | 0.0 | 0.1 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.04 | NA | NA | 0.02 | -0.02 | 0.0 | -0.02 | -0.02 | 0.03 | 0.0 | 0.21 | 0.3 | 0.0 | -0.03 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | -0.02 | -0.01 | -0.01 | 0.01 | NA |
| Beta | NA | 0.96 | 0.99 | 1.02 | 1.05 | 1.02 | NA | NA | 0.99 | 1.08 | 1.04 | 1.07 | 1.09 | 0.95 | 1.05 | 1.22 | 0.79 | 1.07 | 0.98 | 0.99 | 1.01 | 0.98 | 0.98 | 0.99 | 1.05 | 0.91 | 1.01 | 0.98 | 0.98 | 1.0 | NA |
| RSquared | NA | 0.98 | 0.98 | 0.98 | 0.97 | 0.29 | NA | NA | 0.45 | 0.97 | 0.97 | 0.98 | 0.92 | 0.98 | 0.98 | 0.12 | 0.0 | 0.94 | 0.96 | 0.94 | 0.95 | 0.95 | 0.99 | 0.99 | 0.99 | 0.89 | 0.95 | 0.94 | 0.95 | 0.88 | 0.0 |
| Yield(%) | N/A | 0.4 | 5.7 | 4.0 | 4.9 | 11.3 | 14.5 | 9.0 | N/A | 6.5 | 1.7 | 1.7 | 7.1 | 3.6 | 3.6 | 18.4 | 77.0 | 22.3 | 29.2 | 35.6 | 3.4 | 4.7 | 3.9 | 3.1 | 4.2 | 5.5 | 15.8 | 1.1 | 1.0 | 3.1 | 0.3 |
| Dividend Growth(%) | N/A | -93.7 | 377.6 | -12.5 | -83.9 | 21.2 | N/A | N/A | N/A | 365.6 | -24.6 | -72.7 | 145.1 | 28.5 | -75.9 | -84.0 | 215.7 | -51.5 | -35.1 | 1226.4 | -22.4 | 18.2 | 37.1 | -5.9 | -54.1 | -70.5 | 1442.5 | 14.0 | -64.3 | 963.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2003
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