Nasdaq - Delayed Quote USD
Domini Impact Equity Fund (DIEQX)
32.75
-0.74
(-2.21%)
At close: 8:04:11 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.46% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -9.88% |
| 5y Average Return | 13.07% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DIEQX | Category Average | DIEQX | Category Average | DIEQX | Category Average | |
| Alpha | -2.95 | 0.03 | -3.02 | 0.04 | -2.62 | 0.01 |
| BETA | 1.04 | 0.01 | 1.04 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.62 | 0.02 | 1.35 | 0.02 | 0.88 | 0.01 |
| R-squared | 97.14 | 0.89 | 95.66 | 0.87 | 95.06 | 0.87 |
| Standard Deviation | 18.28 | 0.2 | 18.05 | 0.16 | 15.93 | 0.15 |
| Sharpe Ratio | 0.16 | 0.01 | 0.75 | 0.01 | 0.54 | 0.01 |
| Treynor Ratio | 1.31 | 0.21 | 12.34 | 0.21 | 7.6 | 0.15 |
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