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
Solid
Weak | Strong |
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.
...moreExpense Ratio Date | 30th of November 2022 | |
Expense Ratio | 0.9800 |
Domini |
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 |
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
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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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.
Price To Earning | 17.34 X | ||||
Price To Book | 2.06 X | ||||
Price To Sales | 1.34 X | ||||
Total Asset | 798.57 M | ||||
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 |
- 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.
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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