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DSBFX vs. DOMIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DSBFX vs. DOMIX - Performance Comparison

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

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DSBFX vs. DOMIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
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%

Returns By Period

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


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%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DSBFX vs. DOMIX - Expense Ratio Comparison

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


Return for Risk

DSBFX vs. DOMIX — Risk / Return Rank

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

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

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
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.

DSBFX vs. DOMIX - Risk-Adjusted Trends Comparison

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


DSBFXDOMIXDifference

Sharpe ratio

Return per unit of total volatility

0.84

1.15

-0.30

Sortino ratio

Return per unit of downside risk

1.20

1.62

-0.41

Omega ratio

Gain probability vs. loss probability

1.15

1.23

-0.08

Calmar ratio

Return relative to maximum drawdown

1.47

1.55

-0.08

Martin ratio

Return relative to average drawdown

4.19

6.06

-1.88

DSBFX vs. DOMIX - Sharpe Ratio Comparison

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


DSBFXDOMIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

1.15

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

0.45

-0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.42

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.17

+0.17

Correlation

The correlation between DSBFX and DOMIX 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

DSBFX vs. DOMIX - Dividend Comparison

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


TTM20252024202320222021202020192018201720162015
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%
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%

Drawdowns

DSBFX vs. DOMIX - Drawdown Comparison

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


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Drawdown Indicators


DSBFXDOMIXDifference

Max Drawdown

Largest peak-to-trough decline

-20.10%

-66.21%

+46.11%

Max Drawdown (1Y)

Largest decline over 1 year

-2.84%

-11.71%

+8.87%

Max Drawdown (5Y)

Largest decline over 5 years

-20.10%

-33.83%

+13.73%

Max Drawdown (10Y)

Largest decline over 10 years

-20.10%

-40.31%

+20.21%

Current Drawdown

Current decline from peak

-4.59%

-11.32%

+6.73%

Average Drawdown

Average peak-to-trough decline

-3.78%

-16.87%

+13.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.00%

2.99%

-1.99%

Volatility

DSBFX vs. DOMIX - Volatility Comparison

The current volatility for Domini Impact Bond Fund (DSBFX) is 1.36%, while Domini Impact International Equity Fund (DOMIX) has a volatility of 7.30%. This indicates that DSBFX experiences smaller price fluctuations and is considered to be less risky than DOMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DSBFXDOMIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.36%

7.30%

-5.94%

Volatility (6M)

Calculated over the trailing 6-month period

2.37%

10.97%

-8.60%

Volatility (1Y)

Calculated over the trailing 1-year period

4.24%

17.19%

-12.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.98%

15.80%

-9.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.00%

16.64%

-11.64%