Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PARMX (PARNASSUS MID CAP FUND INVESTOR SHARES) | 8.66% | 12.34% | 8.33% | 7.93% | 8.59% | 10.81% | 8.75% | 8.83% |
Data as of 07/22/2025, AR inception is 06/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARMX (PARNASSUS MID CAP FUND INVESTOR SHARES) | 06/03/2005 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.78 | 12.34 | 8.33 | 7.93 | 8.59 | 10.81 | 8.75 | 8.83 | 8.66 | 10.05 | 12.66 | -21.60 | 16.38 | 14.88 | 28.75 | -6.64 | 15.79 | 16.08 | -0.87 | 11.24 | 28.27 | 18.58 | 3.33 | 18.70 | 36.26 | -29.38 | 1.81 | 15.78 | 2.13 |
| Sharpe Ratio | NA | 0.47 | 0.35 | 0.34 | 0.39 | NA | NA | 0.39 | 0.49 | 0.49 | 0.64 | -0.97 | 1.21 | 0.44 | 2.47 | -0.60 | 2.12 | 1.19 | -0.07 | 0.99 | 2.69 | 1.47 | 0.13 | 1.05 | 1.38 | -0.72 | -0.09 | 1.09 | 0.14 |
| Standard Deviation(%) | NA | 19.06 | 17.32 | 17.28 | 17.69 | NA | NA | 19.18 | 22.52 | 13.09 | 14.20 | 23.85 | 13.54 | 32.93 | 11.05 | 13.50 | 7.18 | 13.31 | 13.50 | 11.29 | 10.50 | 12.70 | 24.85 | 17.80 | 26.27 | 42.14 | 14.90 | 11.44 | 8.64 |
| Draw Down(%) | NA | 20.73 | 20.73 | 29.27 | 37.39 | NA | NA | 49.93 | 18.95 | 8.28 | 15.08 | 29.27 | 6.28 | 37.39 | 4.72 | 17.41 | 3.49 | 8.80 | 10.91 | 7.80 | 5.43 | 8.58 | 23.37 | 13.25 | 24.48 | 43.87 | 11.34 | 9.11 | 8.48 |
| Yield(%) | 0.00 | 9.36 | 5.45 | 4.94 | 5.48 | 7.78 | 6.58 | 6.68 | 0.00 | 10.04 | 2.51 | 3.53 | 5.49 | 0.41 | 5.17 | 3.50 | 4.61 | 3.16 | 6.00 | 2.10 | 4.25 | 3.84 | 6.12 | 6.21 | 0.58 | 1.44 | 1.67 | 2.31 | 1.21 |
Data as of 07/22/2025, AR inception is 06/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARMX (PARNASSUS MID CAP FUND INVESTOR SHARES) |
-12.11%
Feb 2006 - Feb 2009 |
2.22%
Sep 2006 - Sep 2011 |
6.36%
Oct 2013 - Oct 2023 |
7.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARMX (PARNASSUS MID CAP FUND INVESTOR SHARES) |
28.85%
Feb 2009 - Feb 2012 |
24.30%
Feb 2009 - Feb 2014 |
16.68%
Feb 2009 - Feb 2019 |
13.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart