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DOMIX vs. DSBFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DOMIX vs. DSBFX - Performance Comparison

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

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DOMIX vs. DSBFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DOMIX
Domini Impact International Equity Fund
-2.59%30.81%8.24%21.39%-20.84%10.69%5.73%16.94%-16.35%24.61%
DSBFX
Domini Impact Bond Fund
-0.35%6.07%1.73%5.73%-15.11%-0.80%10.10%9.15%-0.77%3.28%

Returns By Period

In the year-to-date period, DOMIX achieves a -2.59% return, which is significantly lower than DSBFX's -0.35% return. Over the past 10 years, DOMIX has outperformed DSBFX with an annualized return of 6.99%, while DSBFX has yielded a comparatively lower 1.53% annualized 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%

DSBFX

1D
0.40%
1M
-2.31%
YTD
-0.35%
6M
0.32%
1Y
3.09%
3Y*
3.36%
5Y*
-0.30%
10Y*
1.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DOMIX vs. DSBFX - Expense Ratio Comparison

DOMIX has a 1.37% expense ratio, which is higher than DSBFX's 0.87% expense ratio.


Return for Risk

DOMIX vs. DSBFX — 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

DSBFX
DSBFX Risk / Return Rank: 4141
Overall Rank
DSBFX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
DSBFX Sortino Ratio Rank: 3636
Sortino Ratio Rank
DSBFX Omega Ratio Rank: 2727
Omega Ratio Rank
DSBFX Calmar Ratio Rank: 6363
Calmar Ratio Rank
DSBFX Martin Ratio Rank: 3939
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. DSBFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Domini Impact International Equity Fund (DOMIX) and Domini Impact Bond Fund (DSBFX). 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.


DOMIXDSBFXDifference

Sharpe ratio

Return per unit of total volatility

1.15

0.84

+0.30

Sortino ratio

Return per unit of downside risk

1.62

1.20

+0.41

Omega ratio

Gain probability vs. loss probability

1.23

1.15

+0.08

Calmar ratio

Return relative to maximum drawdown

1.55

1.47

+0.08

Martin ratio

Return relative to average drawdown

6.06

4.19

+1.88

DOMIX vs. DSBFX - Sharpe Ratio Comparison

The current DOMIX Sharpe Ratio is 1.15, which is higher than the DSBFX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of DOMIX and DSBFX, 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


DOMIXDSBFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

0.84

+0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

-0.05

+0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.31

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.34

-0.17

Correlation

The correlation between DOMIX and DSBFX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

DOMIX vs. DSBFX - Dividend Comparison

DOMIX's dividend yield for the trailing twelve months is around 2.00%, less than DSBFX's 2.86% yield.


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%
DSBFX
Domini Impact Bond Fund
2.86%3.09%3.13%2.59%1.81%2.31%5.03%2.38%2.67%1.70%0.48%0.55%

Drawdowns

DOMIX vs. DSBFX - Drawdown Comparison

The maximum DOMIX drawdown since its inception was -66.21%, which is greater than DSBFX's maximum drawdown of -20.10%. Use the drawdown chart below to compare losses from any high point for DOMIX and DSBFX.


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Drawdown Indicators


DOMIXDSBFXDifference

Max Drawdown

Largest peak-to-trough decline

-66.21%

-20.10%

-46.11%

Max Drawdown (1Y)

Largest decline over 1 year

-11.71%

-2.84%

-8.87%

Max Drawdown (5Y)

Largest decline over 5 years

-33.83%

-20.10%

-13.73%

Max Drawdown (10Y)

Largest decline over 10 years

-40.31%

-20.10%

-20.21%

Current Drawdown

Current decline from peak

-11.32%

-4.59%

-6.73%

Average Drawdown

Average peak-to-trough decline

-16.87%

-3.78%

-13.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.99%

1.00%

+1.99%

Volatility

DOMIX vs. DSBFX - Volatility Comparison

Domini Impact International Equity Fund (DOMIX) has a higher volatility of 7.30% compared to Domini Impact Bond Fund (DSBFX) at 1.36%. This indicates that DOMIX's price experiences larger fluctuations and is considered to be riskier than DSBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DOMIXDSBFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.30%

1.36%

+5.94%

Volatility (6M)

Calculated over the trailing 6-month period

10.97%

2.37%

+8.60%

Volatility (1Y)

Calculated over the trailing 1-year period

17.19%

4.24%

+12.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.80%

5.98%

+9.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.64%

5.00%

+11.64%