Domini Impact Equity Fund Manager Performance Evaluation

The fund shows a Beta (market volatility) of 0.82, which means possible diversification benefits within a given portfolio. As returns on the market increase, Domini Impact's returns are expected to increase less than the market. However, during the bear market, the loss of holding Domini Impact is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Domini Impact Equity are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Domini Impact showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date30th of November 2022
Expense Ratio0.9800
  

Domini Impact Relative Risk vs. Return Landscape

If you would invest  3,458  in Domini Impact Equity on April 27, 2025 and sell it today you would earn a total of  511.00  from holding Domini Impact Equity or generate 14.78% return on investment over 90 days. Domini Impact Equity is currently producing 0.2252% returns and takes up 0.7385% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Domini, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Domini Impact is expected to generate 0.94 times more return on investment than the market. However, the company is 1.06 times less risky than the market. It trades about 0.3 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.23 per unit of risk.

Domini Impact Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Domini Impact's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Domini Impact Equity, and traders can use it to determine the average amount a Domini Impact's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.305

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Estimated Market Risk

 0.74
  actual daily
6
94% of assets are more volatile

Expected Return

 0.23
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.31
  actual daily
24
76% of assets perform better
Based on monthly moving average Domini Impact is performing at about 24% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Domini Impact by adding it to a well-diversified portfolio.

Domini Impact Fundamentals Growth

Domini Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Domini Impact, and Domini Impact fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Domini Mutual Fund performance.

Things to note about Domini Impact Equity performance evaluation

Checking the ongoing alerts about Domini Impact for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Domini Impact Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Domini Impact Equity is not yet fully synchronised with the market data
Domini Impact Equity has some characteristics of a very speculative penny stock
The fund retains about 5.63% of its assets under management (AUM) in cash
Evaluating Domini Impact's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Domini Impact's mutual fund performance include:
  • Analyzing Domini Impact's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Domini Impact's stock is overvalued or undervalued compared to its peers.
  • Examining Domini Impact's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Domini Impact's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Domini Impact's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Domini Impact's mutual fund. These opinions can provide insight into Domini Impact's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Domini Impact's mutual fund performance is not an exact science, and many factors can impact Domini Impact's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census.
You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

Other Tools for Domini Mutual Fund

When running Domini Impact's price analysis, check to measure Domini Impact's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Domini Impact is operating at the current time. Most of Domini Impact's value examination focuses on studying past and present price action to predict the probability of Domini Impact's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Domini Impact's price. Additionally, you may evaluate how the addition of Domini Impact to your portfolios can decrease your overall portfolio volatility.
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