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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Domini Sustainable Solutions Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Domini Sustainable Solutions Fund (CAREX) has returned -0.56% so far this year and 17.89% over the past 12 months.
Domini Sustainable Solutions Fund
- 1D
- -0.45%
- 1M
- -8.27%
- YTD
- -0.56%
- 6M
- 2.70%
- 1Y
- 17.89%
- 3Y*
- 9.70%
- 5Y*
- 0.63%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Apr 3, 2020, CAREX's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, your investment would double in approximately 5.3 years.
Historically, 58% of months were positive and 42% were negative. The best month was Apr 2020 with a return of +17.3%, while the worst month was Apr 2022 at -14.0%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, CAREX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +7.2%, while the worst single day was Sep 3, 2020 at -5.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.51% | 4.73% | -8.27% | -0.56% | |||||||||
| 2025 | 3.61% | -3.30% | -4.30% | 1.58% | 4.35% | 2.55% | -1.52% | 2.65% | 4.44% | 2.88% | 0.39% | -0.00% | 13.67% |
| 2024 | 1.46% | 5.83% | 1.36% | -4.54% | 6.90% | -0.55% | 0.76% | 3.57% | 0.48% | -4.15% | 4.33% | -4.99% | 10.05% |
| 2023 | 7.33% | -0.95% | 0.30% | -4.29% | -1.24% | 5.86% | 2.58% | -2.95% | -4.45% | -4.74% | 10.35% | 6.06% | 13.16% |
| 2022 | -11.88% | -0.65% | 3.28% | -14.02% | -0.59% | -7.57% | 10.76% | -4.86% | -8.00% | 6.30% | 5.30% | -6.07% | -27.19% |
| 2021 | 3.14% | -4.59% | -5.60% | 0.28% | -2.54% | 6.24% | 1.71% | 1.89% | -5.30% | 11.20% | -7.33% | -4.08% | -6.45% |
Benchmark Metrics
Domini Sustainable Solutions Fund has an annualized alpha of -3.44%, beta of 0.97, and R² of 0.66 versus S&P 500 Index. Calculated based on daily prices since April 06, 2020.
- This fund participated in 105.43% of S&P 500 Index downside but only 86.56% of its upside — more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -3.44% versus S&P 500 Index — delivering less than market exposure alone would predict.
- With beta of 0.97 and R² of 0.66, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -3.44%
- Beta
- 0.97
- R²
- 0.66
- Upside Capture
- 86.56%
- Downside Capture
- 105.43%
Expense Ratio
CAREX has a high expense ratio of 1.40%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
CAREX ranks 53 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Domini Sustainable Solutions Fund (CAREX) and compare them to a chosen benchmark (S&P 500 Index).
| CAREX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.90 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.39 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.40 | +0.02 |
Martin ratioReturn relative to average drawdown | 6.23 | 6.61 | -0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore CAREX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Domini Sustainable Solutions Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.64 |
Dividend yield | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 4.13% | 3.28% |
Monthly Dividends
The table displays the monthly dividend distributions for Domini Sustainable Solutions Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Domini Sustainable Solutions Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Domini Sustainable Solutions Fund was 43.11%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Domini Sustainable Solutions Fund drawdown is 13.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.11% | Feb 16, 2021 | 421 | Oct 14, 2022 | — | — | — |
| -9.42% | Sep 3, 2020 | 3 | Sep 8, 2020 | 17 | Oct 1, 2020 | 20 |
| -8.68% | Oct 14, 2020 | 13 | Oct 30, 2020 | 15 | Nov 20, 2020 | 28 |
| -6.38% | Jun 9, 2020 | 3 | Jun 11, 2020 | 14 | Jul 1, 2020 | 17 |
| -4.72% | Jan 11, 2021 | 12 | Jan 27, 2021 | 7 | Feb 5, 2021 | 19 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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