Domini Sustainable Solutions Fund (CAREX)
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of companies that demonstrate a commitment to sustainability solutions. It may invest in equity securities issued by companies of any market capitalization located throughout the world, including the United States.
Fund Info
US2571327616
257132761
Mar 31, 2020
$2,500
Mid-Cap
Growth
Expense Ratio
CAREX has a high expense ratio of 1.40%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Domini Sustainable Solutions Fund (CAREX) returned 1.65% year-to-date (YTD) and 1.34% over the past 12 months.
CAREX
1.65%
4.35%
-3.43%
1.34%
6.04%
6.12%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of CAREX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.61% | -3.30% | -4.30% | 1.58% | 4.35% | 1.65% | |||||||
| 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% | -7.34% | -4.08% | -6.45% |
| 2020 | 17.27% | 10.19% | 5.67% | 12.35% | 7.85% | 0.73% | -1.14% | 14.87% | 6.56% | 101.67% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CAREX is 11, meaning it’s performing worse than 89% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Domini Sustainable Solutions Fund (CAREX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Domini Sustainable Solutions Fund provided a 0.02% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.64 |
Dividend yield | 0.02% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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 |
| 2020 | $0.64 | $0.64 |
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.
Loading data...
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 22.16%.
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.
Loading data...