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DSFRX: Domini Social Equity R (MUTUAL FUND)
Basic Info 31.18 0.27(0.87%) May 13
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/01/2003 |
| Last Dividend Date: | 03/17/2021 |
| 12-Mo. Yield | 2.87% |
| Expenses | 0.90% |
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Performance Analytics (As of 05/11/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.9 | 2.7 | 42.9 | 17.3 | 32.4 | 19.4 | 13.9 | 13.0 | 30.9 | 28.3 | 22.6 | -32.8 | -10.6 | -35.5 | -21.8 | 29.2 | 7.1 | -2.9 | 10.8 | 29.7 | -42.5 | -13.8 | 11.7 | 1.3 | 7.5 | 2.7 |
| SR | NA | 1.14 | 2.43 | 0.81 | 1.1 | 0.82 | NA | 0.54 | 0.92 | 0.37 | 0.02 | -0.95 | -1.92 | -1.47 | -1.16 | 0.91 | -0.88 | -0.91 | -0.42 | 0.38 | -1.55 | -1.61 | -1.05 | -1.9 | -1.05 | -2.9 |
| DD(%) | NA | 8.9 | 9.7 | 30.8 | 30.8 | 30.8 | NA | 56.8 | 30.8 | 7.0 | 30.9 | 42.3 | 17.9 | 38.3 | 31.3 | 7.5 | 11.8 | 19.7 | 15.8 | 27.6 | 50.5 | 23.4 | 8.1 | 8.1 | 8.8 | 1.8 |
| SD(%) | NA | 18.0 | 19.1 | 22.9 | 29.6 | 23.8 | NA | 22.8 | 33.3 | 13.5 | 50.6 | 54.8 | 23.3 | 36.7 | 34.8 | 11.7 | 13.2 | 23.6 | 18.4 | 28.9 | 40.0 | 22.3 | 10.2 | 10.4 | 11.5 | 10.4 |
| TR | NA | 0.18 | 0.46 | 0.19 | 0.32 | 0.2 | NA | 0.13 | 0.32 | 0.05 | 0.01 | -0.44 | -0.41 | -0.69 | -0.8 | 0.11 | -0.12 | -0.22 | -0.08 | 0.11 | -0.68 | -0.37 | -0.11 | -0.2 | -0.12 | 0.0 |
| Alpha(%) | NA | -0.08 | -0.01 | 0.0 | 0.06 | 0.02 | NA | 0.02 | 0.03 | -0.01 | 0.18 | 0.02 | 0.0 | -0.52 | -0.14 | 0.0 | -0.03 | -0.02 | -0.02 | 0.01 | -0.06 | -0.08 | -0.01 | -0.03 | 0.0 | NA |
| Beta(%) | NA | 1.16 | 1.01 | 0.97 | 1.01 | 1.0 | NA | 0.98 | 0.95 | 1.05 | 1.28 | 1.19 | 1.08 | 0.79 | 0.5 | 1.01 | 0.99 | 0.99 | 1.0 | 1.05 | 0.91 | 0.97 | 0.97 | 0.98 | 1.0 | NA |
| RS | NA | 0.92 | 0.9 | 0.96 | 0.33 | 0.44 | NA | 0.6 | 0.97 | 0.95 | 0.13 | 0.04 | 0.41 | 0.14 | 0.04 | 0.92 | 0.93 | 0.98 | 0.97 | 0.97 | 0.87 | 0.51 | 0.93 | 0.94 | 0.87 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2003
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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