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Domini Impact Equity R (DSFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.50-0.17 (-0.46%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.76%
5-year average return14.08%
Number of years up16
Number of years down4
Best 1-yr total return (27 Jun 2024)36.13%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return36.13%
Worst 3-yr total return5.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDSFRXCategory
YTD9.52%12.38%
1-month5.20%5.09%
3-month3.11%10.28%
1-year24.93%41.70%
3-year6.25%22.56%
5-year14.79%21.98%
10-year10.07%15.99%
Last bull market26.09%25.99%
Last bear market-18.76%-17.29%

Annual total return (%) history

Year
DSFRXCategory
2024
N/AN/A
2023
28.63%N/A
2022
-25.53%N/A
2021
21.69%N/A
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
20248.74%N/AN/AN/A
202310.39%7.94%-4.61%13.17%
2022-7.78%-18.76%-5.10%4.74%
20212.05%9.02%0.17%9.20%
2020-15.40%23.50%11.64%12.29%
201913.72%4.40%1.73%9.34%
2018-0.77%-0.10%6.59%-13.82%
20175.13%0.35%4.51%5.07%
20161.47%-1.84%7.63%4.06%
20151.23%-2.11%-8.29%2.43%
20142.89%5.79%1.58%3.33%
201310.30%2.85%7.22%9.59%
201215.35%-4.57%4.13%-2.51%
20116.60%1.72%-14.29%8.64%
20104.49%-10.40%10.08%10.96%
2009-9.89%20.70%17.46%6.55%
2008-9.36%-1.58%-8.17%-24.08%
20070.87%6.25%-1.85%-3.16%
20063.36%-3.42%6.23%6.45%
2005-4.74%1.46%3.17%2.68%
20041.92%2.15%-3.73%9.37%

Rank in category (by total return)

YTD72
1-month50
3-month36
1-year83
3-year60
5-year64

Load adjusted returns

1-year24.93%
3-year6.25%
5-year14.79%
10-year10.07%