Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSFRX (DOMINI IMPACT EQUITY FUND CLASS R SHARES) | 11.02% | 24.43% | 19.14% | 10.58% | 25.25% | 19.79% | 15.44% | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSFRX (DOMINI IMPACT EQUITY FUND CLASS R SHARES) | 12/01/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 24.43 | 19.14 | 10.58 | 25.25 | 19.79 | 15.44 | … | … | 11.02 | 0.51 | 21.90 | 28.64 | -25.54 | 21.83 | 30.96 | 32.06 | 40.67 | 102.93 | 11.52 | -6.35 | 15.22 | 33.31 | 11.74 | 0.94 | 14.34 | 36.60 | -37.83 | 2.05 | 12.88 | 2.38 | 10.72 | 2.97 |
| Sharpe Ratio | NA | 1.91 | 1.08 | 0.46 | 0.80 | NA | NA | … | … | 1.93 | -0.05 | 1.30 | 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 |
| Standard Deviation(%) | NA | 12.27 | 15.37 | 18.00 | 29.48 | NA | NA | … | … | 14.41 | 21.85 | 14.02 | 13.97 | 26.61 | 15.13 | 33.10 | 13.24 | 48.42 | 56.93 | 14.52 | 15.45 | 11.65 | 11.56 | 12.90 | 23.44 | 18.16 | 28.79 | 39.54 | 16.36 | 10.24 | 10.35 | 11.42 | 10.33 |
| Draw Down(%) | NA | 10.46 | 20.25 | 30.71 | 30.79 | NA | NA | … | … | 10.46 | 19.93 | 9.45 | 11.08 | 30.34 | 8.90 | 30.79 | 7.04 | 20.74 | 3.26 | 11.95 | 14.12 | 8.18 | 6.85 | 10.77 | 19.05 | 14.85 | 27.57 | 48.89 | 12.37 | 7.63 | 8.15 | 7.56 | 1.78 |
| Yield(%) | 0.00 | 11.51 | 7.68 | 5.83 | 14.45 | 12.10 | 8.99 | … | … | 0.00 | 11.52 | 6.46 | 1.75 | 1.67 | 7.13 | 3.62 | 3.65 | 18.37 | 76.95 | 22.27 | 29.23 | 35.62 | 3.36 | 4.67 | 3.86 | 3.10 | 4.20 | 5.52 | 15.84 | 1.13 | 1.03 | 3.08 | 0.30 |
Data as of 06/04/2026, Common starting date is 12/01/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSFRX (DOMINI IMPACT EQUITY FUND CLASS R SHARES) |
-16.90%
Feb 2006 – Feb 2009 |
-8.27%
Feb 2004 – Feb 2009 |
5.20%
Jan 2006 – Jan 2016 |
13.74%
Jan 2004 – Jan 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSFRX (DOMINI IMPACT EQUITY FUND CLASS R SHARES) |
61.47%
Aug 2017 – Aug 2020 |
44.57%
Oct 2016 – Oct 2021 |
26.99%
Feb 2009 – Feb 2019 |
22.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart