Domini Impact Equity Fund Manager Performance Evaluation
| DSEFX Fund | USD 39.75 0.16 0.40% |
The fund shows a Beta (market volatility) of 0.81, which means possible diversification benefits within a given portfolio. As returns on the market increase, Domini Impact's returns are expected to increase less than the market. However, during the bear market, the loss of holding Domini Impact is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Domini Impact Equity are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Domini Impact is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of November 2022 | |
| Expense Ratio | 1.0000 |
Domini |
Domini Impact Relative Risk vs. Return Landscape
If you would invest 3,742 in Domini Impact Equity on August 28, 2024 and sell it today you would earn a total of 233.00 from holding Domini Impact Equity or generate 6.23% return on investment over 90 days. Domini Impact Equity is currently producing 0.0977% returns and takes up 0.8135% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Domini, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Domini Impact Current Valuation
Fairly Valued
Today
Please note that Domini Impact's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Domini Impact Equity shows a prevailing Real Value of $39.32 per share. The current price of the fund is $39.75. We determine the value of Domini Impact Equity from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Domini Impact is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Domini Mutual Fund. However, Domini Impact's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 39.75 | Real 39.32 | Hype 39.75 |
The intrinsic value of Domini Impact's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Domini Impact's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Domini Impact Equity helps investors to forecast how Domini mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Domini Impact more accurately as focusing exclusively on Domini Impact's fundamentals will not take into account other important factors: Domini Impact Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Domini Impact's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Domini Impact Equity, and traders can use it to determine the average amount a Domini Impact's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1201
| Best Portfolio | Best Equity | |||
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| Cash | DSEFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Domini Impact is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Domini Impact by adding it to a well-diversified portfolio.
Domini Impact Fundamentals Growth
Domini Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Domini Impact, and Domini Impact fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Domini Mutual Fund performance.
| Price To Earning | 17.34 X | ||||
| Price To Book | 2.06 X | ||||
| Price To Sales | 1.34 X | ||||
| Total Asset | 798.57 M | ||||
About Domini Impact Performance
Evaluating Domini Impact's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Domini Impact has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Domini Impact has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in equity securities and related investments with similar economic characteristics including derivative instruments such as futures and options. It may, but is not required to, invest in companies that, in addition to being evaluated by the adviser on environmental and social factors, also demonstrate a commitment to sustainability solutions.Things to note about Domini Impact Equity performance evaluation
Checking the ongoing alerts about Domini Impact for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Domini Impact Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 5.63% of its assets under management (AUM) in cash |
- Analyzing Domini Impact's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Domini Impact's stock is overvalued or undervalued compared to its peers.
- Examining Domini Impact's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Domini Impact's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Domini Impact's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Domini Impact's mutual fund. These opinions can provide insight into Domini Impact's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Domini Mutual Fund
Domini Impact financial ratios help investors to determine whether Domini Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Domini with respect to the benefits of owning Domini Impact security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |