Domini Impact Bond Fund Manager Performance Evaluation
| DSBYX Fund | USD 10.08 0.04 0.40% |
The fund shows a Beta (market volatility) of -0.0328, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Domini Impact are expected to decrease at a much lower rate. During the bear market, Domini Impact is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Domini Impact Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Domini Impact is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Domini Impact Relative Risk vs. Return Landscape
If you would invest 1,047 in Domini Impact Bond on September 16, 2024 and sell it today you would lose (39.00) from holding Domini Impact Bond or give up 3.72% of portfolio value over 90 days. Domini Impact Bond is currently producing negative expected returns and takes up 0.2999% volatility of returns over 90 trading days. Put another way, 2% 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 Bond shows a prevailing Real Value of $10.02 per share. The current price of the fund is $10.08. We determine the value of Domini Impact Bond 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 10.08 | Real 10.02 | Hype 10.08 | Naive 10.05 |
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 Bond 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 Bond, 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 = -0.1932
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DSBYX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Domini Impact is not performing at its full potential. However, 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 Domini Impact 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.
| Total Asset | 241.65 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, the fund invests at least 80 percent of its assets in investment-grade securities and maintains an effective duration within two years of the portfolio duration of the securities comprising the Bloomberg U.S. Aggregate Bond Index. At least 80 percent of the funds net assets will be invested in bonds, including government and corporate bonds, mortgage-backed and asset-backed securities, non-U.S. dollar denominated bonds, and U.S. dollar denominated bonds issued by non-U.S. entities.Things to note about Domini Impact Bond 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 Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Domini Impact Bond generated a negative expected return over the last 90 days | |
| The fund retains about 9.92% 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.
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