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Domini Impact Equity Fund (DIEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.84+0.24 (+0.66%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.31%
5-year average return14.04%
Number of years up12
Number of years down3
Best 1-yr total return (30 June 2024)36.22%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return36.22%
Worst 3-yr total return5.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDIEQXCategory
YTD9.55%12.38%
1-month5.21%5.09%
3-month3.10%10.28%
1-year25.02%41.70%
3-year6.34%22.56%
5-year14.87%21.98%
10-year10.14%15.99%
Last bull market26.15%25.99%
Last bear market-18.74%-17.29%

Annual total return (%) history

Year
DIEQXCategory
2024
N/AN/A
2023
28.77%N/A
2022
-25.48%N/A
2021
21.73%N/A
2020
31.09%35.86%
2019
32.08%31.90%
2018
-8.72%-2.09%
2017
15.80%27.67%
2016
11.66%3.23%
2015
-6.97%3.60%
2014
14.40%10.00%
2013
33.46%33.92%
2012
11.84%15.34%
2011
1.12%-2.46%
2010
14.25%15.53%
2009
36.22%35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.77%N/AN/AN/A
202310.46%7.94%-4.58%13.19%
2022-7.76%-18.74%-5.10%4.77%
20212.06%9.02%0.18%9.22%
2020-15.39%23.53%11.66%12.33%
201913.69%4.42%1.78%9.32%
2018-0.63%-0.08%6.59%-13.76%
20175.21%0.34%4.56%4.91%
20161.49%-1.81%7.68%4.05%
20151.18%-2.13%-8.22%2.37%
20142.94%5.79%1.62%3.38%
201310.33%2.85%7.33%9.57%
201215.44%-4.55%4.13%-2.53%
20116.76%1.64%-14.26%8.69%
20104.48%-10.39%10.01%10.93%
2009-9.95%20.73%17.49%6.65%

Rank in category (by total return)

YTD72
1-month50
3-month36
1-year83
3-year60
5-year62

Load adjusted returns

1-year25.02%
3-year6.34%
5-year14.87%
10-year10.14%