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DOMIX: DOMINI IMPACT INTERNATIONAL EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 12.35 0.29(2.29%) June 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 01/04/2007 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 2.16% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 6.6 | 19.7 | 19.4 | 7.5 | 7.6 | 6.6 | 4.1 | 29.0 | 8.2 | 21.4 | -20.8 | 10.7 | 5.7 | 16.8 | -16.3 | 24.6 | 3.0 | 1.8 | -3.3 | 25.8 | 22.5 | -13.4 | 11.2 | 28.7 | -46.6 | 2.1 |
| Sharpe Ratio | NA | 0.7 | 1.08 | 1.06 | 0.31 | 0.35 | NA | 0.15 | 1.61 | 0.35 | 1.34 | -1.07 | 0.87 | 0.18 | 1.42 | -1.36 | 2.91 | 0.14 | 0.11 | -0.28 | 1.91 | 1.31 | -0.48 | 0.51 | 1.01 | -1.2 | -0.05 |
| Draw Down(%) | NA | 11.7 | 11.7 | 14.5 | 33.8 | 40.4 | NA | 65.0 | 14.5 | 8.8 | 11.4 | 32.5 | 7.6 | 34.7 | 10.1 | 24.9 | 2.8 | 12.2 | 14.1 | 12.0 | 10.9 | 15.9 | 27.6 | 19.8 | 30.6 | 56.0 | 13.7 |
| Standard Deviation(%) | NA | 19.6 | 15.8 | 15.2 | 16.1 | 16.9 | NA | 20.1 | 16.5 | 13.1 | 13.3 | 20.9 | 12.2 | 29.9 | 10.8 | 13.1 | 8.3 | 19.6 | 15.6 | 11.5 | 13.5 | 17.3 | 28.2 | 21.6 | 28.4 | 39.5 | 19.0 |
| Treynor Ratio | NA | 0.12 | 0.16 | 0.16 | 0.05 | 0.06 | NA | 0.03 | 0.48 | 0.06 | 0.19 | -0.25 | 0.13 | 0.06 | 0.17 | -0.19 | 0.27 | 0.03 | 0.02 | -0.04 | 0.28 | 0.24 | -0.13 | 0.12 | 0.32 | -0.54 | -0.01 |
| Alpha | NA | -0.05 | -0.03 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.08 | 0.01 | 0.02 | -0.05 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.0 | -0.06 | -0.04 |
| Beta | NA | 1.11 | 1.05 | 1.0 | 0.94 | 0.95 | NA | 0.93 | 0.55 | 0.83 | 0.94 | 0.9 | 0.82 | 0.95 | 0.91 | 0.95 | 0.89 | 1.0 | 0.9 | 0.88 | 0.91 | 0.95 | 1.01 | 0.92 | 0.91 | 0.87 | 0.96 |
| RSquared | NA | 0.91 | 0.88 | 0.88 | 0.86 | 0.88 | NA | 0.87 | 0.57 | 0.67 | 0.83 | 0.86 | 0.79 | 0.94 | 0.86 | 0.9 | 0.62 | 0.84 | 0.82 | 0.74 | 0.77 | 0.86 | 0.93 | 0.85 | 0.87 | 0.87 | 0.89 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 3.2 | 2.3 | 1.5 | 1.3 | 0.5 | 3.0 | 4.1 | 3.1 | 1.9 | 3.2 | 6.5 | 6.6 | 1.6 | 5.8 | 2.4 | 2.9 | 1.5 | 3.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -17.0 | 58.5 | 23.0 | 26.4 | 155.8 | -79.6 | -42.2 | 62.3 | 63.0 | -40.8 | -55.3 | 12.8 | 381.2 | -76.9 | 162.7 | 1.9 | 4.0 | -52.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2006
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