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Domini Impact Equity Fund (DIEQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
34.88+0.01 (+0.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.77%
5-Year Average Return14.28%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Mar 27, 2024)36.22%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return36.22%
Worst 3-Yr Total Return5.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDIEQXCategory
YTD6.26%12.38%
1-Month4.40%5.09%
3-Month11.52%10.28%
1-Year29.81%41.70%
3-Year7.36%22.56%
5-Year14.03%21.98%
10-Year10.18%15.99%
Last Bull Market36.12%25.99%
Last Bear Market-18.74%-17.29%

Annual Total Return (%) History

Year
DIEQXCategory
2023
28.77%N/A
2022
-25.48%N/A
2021
21.73%N/A
2020
31.09%35.86%
2019
32.08%31.90%
2018
-8.72%-2.09%
2017
15.80%27.67%
2016
11.66%3.23%
2015
-6.97%3.60%
2014
14.40%10.00%
2013
33.46%33.92%
2012
11.84%15.34%
2011
1.12%-2.46%
2010
14.25%15.53%
2009
36.22%35.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202310.46%7.94%-4.58%13.19%
2022-7.76%-18.74%-5.10%4.77%
20212.06%9.02%0.18%9.22%
2020-15.39%23.53%11.66%12.33%
201913.69%4.42%1.78%9.32%
2018-0.63%-0.08%6.59%-13.76%
20175.21%0.34%4.56%4.91%
20161.49%-1.81%7.68%4.05%
20151.18%-2.13%-8.22%2.37%
20142.94%5.79%1.62%3.38%
201310.33%2.85%7.33%9.57%
201215.44%-4.55%4.13%-2.53%
20116.76%1.64%-14.26%8.69%
20104.48%-10.39%10.01%10.93%
2009-9.95%20.73%17.49%6.65%

Rank In Category (By Total Return)

YTD89
1-Month93
3-Month91
1-Year83
3-Year63
5-Year67

Load Adjusted Returns

1-Year29.81%
3-Year7.36%
5-Year14.03%
10-Year10.18%