Nasdaq - Delayed Quote USD

Domini Impact Equity Y (DSFRX)

32.73 -0.39 (-1.18%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.89%
5y Average Return 12.18%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Apr 22, 2024) 36.13%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 36.13%
Worst 3Y Total Return 5.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DSFRX
Category
YTD
8.74%
12.38%
1-Month
2.38%
5.09%
3-Month
8.74%
10.28%
1-Year
26.71%
41.70%
3-Year
7.49%
22.56%
5-Year
14.03%
21.98%
10-Year
10.31%
15.99%
Last Bull Market
36.08%
25.99%
Last Bear Market
-18.76%
-17.29%

Annual Total Return (%) History

Year
DSFRX
Category
2024
--
--
2023
28.63%
--
2022
-25.53%
--
2021
21.69%
--
2020
30.98%
35.86%
2019
32.06%
31.90%
2018
-8.94%
-2.09%
2017
15.85%
27.67%

2016
11.55%
3.23%
2015
-6.91%
3.60%
2014
14.25%
10.00%
2013
33.30%
33.92%
2012
11.75%
15.34%
2011
0.96%
-2.46%
2010
14.36%
15.53%
2009
36.13%
35.68%
2008
-37.81%
-40.67%
2007
1.87%
13.35%
2006
12.88%
7.05%
2005
2.38%
6.71%
2004
9.62%
7.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.74% -- -- --
2023 10.39% 7.94% -4.61% 13.17%
2022 -7.78% -18.76% -5.10% 4.74%
2021 2.05% 9.02% 0.17% 9.20%
2020 -15.40% 23.50% 11.64% 12.29%
2019 13.72% 4.40% 1.73% 9.34%
2018 -0.77% -0.10% 6.59% -13.82%
2017 5.13% 0.35% 4.51% 5.07%
2016 1.47% -1.84% 7.63% 4.06%
2015 1.23% -2.11% -8.29% 2.43%

2014 2.89% 5.79% 1.58% 3.33%
2013 10.30% 2.85% 7.22% 9.59%
2012 15.35% -4.57% 4.13% -2.51%
2011 6.60% 1.72% -14.29% 8.64%
2010 4.49% -10.40% 10.08% 10.96%
2009 -9.89% 20.70% 17.46% 6.55%
2008 -9.36% -1.58% -8.17% -24.08%
2007 0.87% 6.25% -1.85% -3.16%
2006 3.36% -3.42% 6.23% 6.45%
2005 -4.74% 1.46% 3.17% 2.68%
2004 1.92% 2.15% -3.73% 9.37%

Rank in Category (By Total Return)

YTD 84
1-Month 36
3-Month 84
1-Year 89
3-Year 66
5-Year 66

Load Adjusted Returns

1-Year 26.71%
3-Year 7.49%
5-Year 14.03%
10-Year 10.31%

Performance & Risk

YTD Return 2.89%
5y Average Return 12.18%
Rank in Category (ytd) 84
% 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 8.74%
Yield 0.69%
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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