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DOMIX vs. PZRIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DOMIX vs. PZRIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Domini Impact International Equity Fund (DOMIX) and PIMCO RAE Global ex-US Fund (PZRIX). The values are adjusted to include any dividend payments, if applicable.

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DOMIX vs. PZRIX - 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%
PZRIX
PIMCO RAE Global ex-US Fund
7.89%34.05%3.29%19.31%-9.11%12.08%1.74%15.94%-14.93%26.00%

Returns By Period

In the year-to-date period, DOMIX achieves a -2.59% return, which is significantly lower than PZRIX's 7.89% return. Over the past 10 years, DOMIX has underperformed PZRIX with an annualized return of 6.99%, while PZRIX has yielded a comparatively higher 9.95% 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%

PZRIX

1D
0.41%
1M
-6.89%
YTD
7.89%
6M
16.45%
1Y
34.85%
3Y*
18.91%
5Y*
10.55%
10Y*
9.95%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DOMIX vs. PZRIX - Expense Ratio Comparison

DOMIX has a 1.37% expense ratio, which is higher than PZRIX's 0.00% expense ratio.


Return for Risk

DOMIX vs. PZRIX — 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

PZRIX
PZRIX Risk / Return Rank: 9494
Overall Rank
PZRIX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
PZRIX Sortino Ratio Rank: 9595
Sortino Ratio Rank
PZRIX Omega Ratio Rank: 9393
Omega Ratio Rank
PZRIX Calmar Ratio Rank: 9292
Calmar Ratio Rank
PZRIX Martin Ratio Rank: 9595
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. PZRIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Domini Impact International Equity Fund (DOMIX) and PIMCO RAE Global ex-US Fund (PZRIX). 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.


DOMIXPZRIXDifference

Sharpe ratio

Return per unit of total volatility

1.15

2.41

-1.26

Sortino ratio

Return per unit of downside risk

1.62

3.09

-1.47

Omega ratio

Gain probability vs. loss probability

1.23

1.47

-0.23

Calmar ratio

Return relative to maximum drawdown

1.55

2.70

-1.15

Martin ratio

Return relative to average drawdown

6.06

12.87

-6.80

DOMIX vs. PZRIX - Sharpe Ratio Comparison

The current DOMIX Sharpe Ratio is 1.15, which is lower than the PZRIX Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of DOMIX and PZRIX, 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


DOMIXPZRIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

2.41

-1.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.67

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.59

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.58

-0.41

Correlation

The correlation between DOMIX and PZRIX is 0.87, 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. PZRIX - Dividend Comparison

DOMIX's dividend yield for the trailing twelve months is around 2.00%, less than PZRIX's 6.08% 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%
PZRIX
PIMCO RAE Global ex-US Fund
6.08%6.56%6.70%9.19%8.80%11.99%2.04%6.32%2.80%4.13%2.58%0.00%

Drawdowns

DOMIX vs. PZRIX - Drawdown Comparison

The maximum DOMIX drawdown since its inception was -66.21%, which is greater than PZRIX's maximum drawdown of -43.53%. Use the drawdown chart below to compare losses from any high point for DOMIX and PZRIX.


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Drawdown Indicators


DOMIXPZRIXDifference

Max Drawdown

Largest peak-to-trough decline

-66.21%

-43.53%

-22.68%

Max Drawdown (1Y)

Largest decline over 1 year

-11.71%

-10.68%

-1.03%

Max Drawdown (5Y)

Largest decline over 5 years

-33.83%

-30.85%

-2.98%

Max Drawdown (10Y)

Largest decline over 10 years

-40.31%

-43.53%

+3.22%

Current Drawdown

Current decline from peak

-11.32%

-6.96%

-4.36%

Average Drawdown

Average peak-to-trough decline

-16.87%

-9.00%

-7.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.99%

2.53%

+0.46%

Volatility

DOMIX vs. PZRIX - Volatility Comparison

Domini Impact International Equity Fund (DOMIX) has a higher volatility of 7.30% compared to PIMCO RAE Global ex-US Fund (PZRIX) at 5.02%. This indicates that DOMIX's price experiences larger fluctuations and is considered to be riskier than PZRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DOMIXPZRIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.30%

5.02%

+2.28%

Volatility (6M)

Calculated over the trailing 6-month period

10.97%

8.77%

+2.20%

Volatility (1Y)

Calculated over the trailing 1-year period

17.19%

14.09%

+3.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.80%

15.83%

-0.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.64%

17.01%

-0.37%