Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIEQX (DOMINI IMPACT EQUITY FUND INSTITUTIONAL SHARES) | 8.02% | 21.36% | 18.13% | 8.37% | 12.04% | 11.19% | 9.16% | … | … |
Data as of 06/05/2026, Common starting date is 02/26/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIEQX (DOMINI IMPACT EQUITY FUND INSTITUTIONAL SHARES) | 02/26/1997 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.09 | 21.36 | 18.13 | 8.37 | 12.04 | 11.19 | 9.16 | … | … | 8.02 | 11.84 | 22.02 | 28.78 | -26.68 | 14.90 | 28.36 | 32.08 | -8.91 | 15.83 | 11.66 | -6.81 | 14.76 | 33.46 | 11.84 | 1.12 | 14.53 | 36.23 | -37.78 | 1.86 | 13.08 | 2.52 | 9.81 | 28.03 | -18.77 | -12.21 | -14.58 | 23.51 | 33.74 | 24.71 |
| Sharpe Ratio | NA | 1.48 | 0.96 | 0.32 | 0.56 | NA | NA | … | … | 1.16 | 0.49 | 1.31 | 1.82 | -1.06 | 0.96 | 0.84 | 2.31 | -0.60 | 2.01 | 0.79 | -0.44 | 1.28 | 2.89 | 0.92 | 0.05 | 0.79 | 1.26 | -0.97 | -0.08 | 0.95 | 0.03 | 0.77 | 1.58 | -0.76 | -0.65 | -0.77 | 1.05 | 1.46 | 1.38 |
| Standard Deviation(%) | NA | 12.63 | 15.45 | 18.12 | 18.73 | NA | NA | … | … | 14.80 | 18.33 | 14.00 | 13.96 | 26.68 | 15.53 | 33.15 | 13.24 | 17.30 | 7.57 | 14.51 | 15.41 | 11.55 | 11.58 | 12.90 | 23.41 | 18.18 | 28.73 | 39.68 | 16.34 | 10.25 | 10.32 | 11.51 | 17.33 | 26.27 | 22.81 | 24.33 | 19.13 | 20.76 | 18.93 |
| Draw Down(%) | NA | 10.44 | 20.26 | 34.62 | 34.62 | NA | NA | … | … | 10.44 | 19.94 | 9.44 | 11.06 | 30.29 | 10.58 | 30.79 | 7.04 | 20.71 | 3.27 | 11.87 | 14.11 | 8.15 | 6.89 | 10.79 | 19.05 | 14.73 | 27.53 | 48.93 | 12.32 | 7.62 | 8.17 | 7.74 | 14.59 | 30.31 | 29.58 | 22.47 | 11.50 | 19.70 | 10.44 |
| Yield(%) | 0.00 | 11.70 | 7.83 | 4.40 | 6.80 | 7.93 | 6.78 | … | … | 0.00 | 11.69 | 6.62 | 1.87 | 0.49 | 0.35 | 1.20 | 3.76 | 11.95 | 11.69 | 6.33 | 10.65 | 16.27 | 1.58 | 2.29 | 1.93 | 1.82 | 2.04 | 1.31 | 1.24 | 1.51 | 1.21 | 1.68 | 1.33 | 2.97 | 4.61 | 2.60 | 1.36 | 2.73 | 1.20 |
Data as of 06/05/2026, Common starting date is 02/26/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIEQX (DOMINI IMPACT EQUITY FUND INSTITUTIONAL SHARES) |
-16.97%
Mar 2000 – Mar 2003 |
-8.40%
Feb 2004 – Feb 2009 |
-4.50%
Feb 1999 – Feb 2009 |
3.23%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIEQX (DOMINI IMPACT EQUITY FUND INSTITUTIONAL SHARES) |
31.14%
Mar 1997 – Mar 2000 |
23.97%
Feb 2009 – Feb 2014 |
14.91%
Feb 2009 – Feb 2019 |
13.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart