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DOMIX vs. CAREX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DOMIX vs. CAREX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Domini Impact International Equity Fund (DOMIX) and Domini Sustainable Solutions Fund (CAREX). The values are adjusted to include any dividend payments, if applicable.

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DOMIX vs. CAREX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
DOMIX
Domini Impact International Equity Fund
-2.59%30.81%8.24%21.39%-20.84%10.69%46.72%
CAREX
Domini Sustainable Solutions Fund
-0.56%13.67%10.05%13.16%-27.19%-6.45%101.66%

Returns By Period

In the year-to-date period, DOMIX achieves a -2.59% return, which is significantly lower than CAREX's -0.56% return.


DOMIX

1D
0.00%
1M
-11.04%
YTD
-2.59%
6M
2.48%
1Y
20.86%
3Y*
15.78%
5Y*
7.15%
10Y*
6.99%

CAREX

1D
-0.45%
1M
-8.27%
YTD
-0.56%
6M
2.70%
1Y
17.89%
3Y*
9.70%
5Y*
0.63%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DOMIX vs. CAREX - Expense Ratio Comparison

DOMIX has a 1.37% expense ratio, which is lower than CAREX's 1.40% expense ratio.


Return for Risk

DOMIX vs. CAREX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DOMIX
DOMIX Risk / Return Rank: 6464
Overall Rank
DOMIX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
DOMIX Sortino Ratio Rank: 6363
Sortino Ratio Rank
DOMIX Omega Ratio Rank: 6060
Omega Ratio Rank
DOMIX Calmar Ratio Rank: 6767
Calmar Ratio Rank
DOMIX Martin Ratio Rank: 6464
Martin Ratio Rank

CAREX
CAREX Risk / Return Rank: 5555
Overall Rank
CAREX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
CAREX Sortino Ratio Rank: 5252
Sortino Ratio Rank
CAREX Omega Ratio Rank: 4545
Omega Ratio Rank
CAREX Calmar Ratio Rank: 6060
Calmar Ratio Rank
CAREX Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DOMIX vs. CAREX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Domini Impact International Equity Fund (DOMIX) and Domini Sustainable Solutions Fund (CAREX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DOMIXCAREXDifference

Sharpe ratio

Return per unit of total volatility

1.15

0.99

+0.16

Sortino ratio

Return per unit of downside risk

1.62

1.45

+0.16

Omega ratio

Gain probability vs. loss probability

1.23

1.19

+0.04

Calmar ratio

Return relative to maximum drawdown

1.55

1.42

+0.13

Martin ratio

Return relative to average drawdown

6.06

6.23

-0.16

DOMIX vs. CAREX - Sharpe Ratio Comparison

The current DOMIX Sharpe Ratio is 1.15, which is comparable to the CAREX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of DOMIX and CAREX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DOMIXCAREXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

0.99

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.03

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.56

-0.38

Correlation

The correlation between DOMIX and CAREX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

DOMIX vs. CAREX - Dividend Comparison

DOMIX's dividend yield for the trailing twelve months is around 2.00%, while CAREX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
DOMIX
Domini Impact International Equity Fund
2.00%1.94%3.00%2.00%1.92%1.17%0.50%2.77%5.14%2.52%1.88%3.19%
CAREX
Domini Sustainable Solutions Fund
0.00%0.00%0.02%0.00%0.00%4.13%3.28%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DOMIX vs. CAREX - Drawdown Comparison

The maximum DOMIX drawdown since its inception was -66.21%, which is greater than CAREX's maximum drawdown of -43.11%. Use the drawdown chart below to compare losses from any high point for DOMIX and CAREX.


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Drawdown Indicators


DOMIXCAREXDifference

Max Drawdown

Largest peak-to-trough decline

-66.21%

-43.11%

-23.10%

Max Drawdown (1Y)

Largest decline over 1 year

-11.71%

-10.99%

-0.72%

Max Drawdown (5Y)

Largest decline over 5 years

-33.83%

-41.05%

+7.22%

Max Drawdown (10Y)

Largest decline over 10 years

-40.31%

Current Drawdown

Current decline from peak

-11.32%

-13.44%

+2.12%

Average Drawdown

Average peak-to-trough decline

-16.87%

-21.44%

+4.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.99%

2.51%

+0.48%

Volatility

DOMIX vs. CAREX - Volatility Comparison

Domini Impact International Equity Fund (DOMIX) has a higher volatility of 7.30% compared to Domini Sustainable Solutions Fund (CAREX) at 6.72%. This indicates that DOMIX's price experiences larger fluctuations and is considered to be riskier than CAREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DOMIXCAREXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.30%

6.72%

+0.58%

Volatility (6M)

Calculated over the trailing 6-month period

10.97%

11.59%

-0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

17.19%

17.60%

-0.41%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.80%

19.49%

-3.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.64%

21.07%

-4.43%