Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RISEX (Domini International Opportunities Fund Investor Shares) NA -229,299.64% nan% NA NA NA NA
Data as of 09/23/2025, Common starting date is 12/23/2020
More Performance Analytics Comparison
Name Start Date End Date
RISEX (Domini International Opportunities Fund Investor Shares) 12/23/2020 09/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.00 -229,299.64 nan NA NA NA NA -251,675.66 1.81 18.88 -21.13 9.56 1.86
Sharpe Ratio NA NA NA NA NA NA NA NA -0.14 1.20 -1.04 0.72 NA
Standard Deviation(%) NA NA NA NA NA NA NA NA 12.77 12.82 21.81 13.16 NA
Draw Down(%) NA 224,219.34 224,219.34 NA NA NA NA 238,398.69 11.26 12.78 32.65 7.60 NA
Yield(%) 0.00 95.25 48.04 22.21 11.10 7.40 5.55 105.06 1.21 1.17 0.57 1.33 0.00
Data as of 09/23/2025, Common starting date is 12/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RISEX (Domini International Opportunities Fund Investor Shares) -1.54%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RISEX (Domini International Opportunities Fund Investor Shares) 3.76%
Feb 2022 – Feb 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return