Nasdaq - Delayed Quote • USD
Domini Impact Equity Fund (DSEFX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.23% |
| 5y Average Return | 12.01% |
| Number of Years Up | 24 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Apr 23, 2024) | 35.56% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 35.56% |
| Worst 3Y Total Return | 4.99% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DSEFX
Category
- YTD
- 8.71%
- 12.38%
- 1-Month
- 2.37%
- 5.09%
- 3-Month
- 8.71%
- 10.28%
- 1-Year
- 26.47%
- 41.70%
- 3-Year
- 7.26%
- 22.56%
- 5-Year
- 13.75%
- 21.98%
- 10-Year
- 10.01%
- 15.99%
- Last Bull Market
- 35.68%
- 25.99%
- Last Bear Market
- -18.80%
- -17.29%
Annual Total Return (%) History
Year
DSEFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.71% | -- | -- | -- |
| 2023 | 10.38% | 7.86% | -4.64% | 13.11% |
| 2022 | -7.81% | -18.80% | -5.18% | 4.68% |
| 2021 | 1.97% | 8.91% | 0.12% | 9.10% |
| 2020 | -15.46% | 23.39% | 11.56% | 12.23% |
| 2019 | 13.61% | 4.31% | 1.68% | 9.26% |
| 2018 | -0.70% | -0.21% | 6.50% | -13.85% |
| 2017 | 5.12% | 0.27% | 4.48% | 4.81% |
| 2016 | 1.39% | -1.90% | 7.58% | 3.95% |
| 2015 | 1.11% | -2.20% | -8.33% | 2.30% |
| 2014 | 2.86% | 5.69% | 1.52% | 3.27% |
| 2013 | 10.19% | 2.75% | 7.20% | 9.47% |
| 2012 | 15.28% | -4.67% | 4.02% | -2.60% |
| 2011 | 6.64% | 1.59% | -14.36% | 8.57% |
| 2010 | 4.32% | -10.45% | 9.87% | 10.78% |
| 2009 | -10.10% | 20.58% | 17.38% | 6.53% |
| 2008 | -9.39% | -1.70% | -8.19% | -24.04% |
| 2007 | 0.72% | 6.18% | -1.91% | -3.28% |
| 2006 | 3.31% | -3.50% | 6.12% | 6.41% |
| 2005 | -4.81% | 1.35% | 3.13% | 2.54% |
| 2004 | 1.83% | 2.04% | -3.74% | 9.24% |
| 2003 | -3.56% | 15.06% | 3.14% | 11.08% |
| 2002 | -0.04% | -12.14% | -17.16% | 9.00% |
| 2001 | -12.24% | 5.17% | -14.26% | 10.24% |
| 2000 | 2.72% | -5.28% | -4.96% | -8.15% |
| 1999 | 4.71% | 6.47% | -6.36% | 17.47% |
| 1998 | 14.07% | 3.75% | -9.83% | 24.62% |
| 1997 | 3.20% | 17.31% | 7.70% | 4.32% |
| 1996 | 4.59% | 4.32% | 3.89% | 7.49% |
| 1995 | 9.59% | 9.28% | 7.22% | 5.28% |
| 1994 | -3.86% | -0.37% | 4.40% | -0.35% |
| 1993 | 3.45% | -1.59% | 3.00% | 1.59% |
| 1992 | -2.43% | 1.44% | 4.64% | 8.24% |
| 1991 | 5.28% | 8.15% | -- | -- |
Rank in Category (By Total Return)
| YTD | 85 |
| 1-Month | 36 |
| 3-Month | 85 |
| 1-Year | 91 |
| 3-Year | 67 |
| 5-Year | 70 |
Load Adjusted Returns
| 1-Year | 26.47% |
| 3-Year | 7.26% |
| 5-Year | 13.75% |
| 10-Year | 10.01% |
Performance & Risk
| YTD Return | 4.23% |
| 5y Average Return | 12.01% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Domini |
| Net Assets | 1.06B |
| YTD Return | 8.71% |
| Yield | 0.35% |
| Morningstar Rating | |
| Inception Date | Nov 28, 2008 |
Fund Summary
Under normal circumstances, at least 80% of the fund's net assets (plus the amount of borrowings, if any, for investment purposes) will be invested in equity securities and related investments with similar economic characteristics including derivative instruments such as futures and options. It may, but is not required to, invest in companies that, in addition to being evaluated by the adviser on environmental and social factors, also demonstrate a commitment to sustainability solutions.
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