Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PARWX (PARNASSUS ENDEAVOR FUND INVESTOR SHARES) | 9.29% | 14.12% | 12.07% | 15.78% | 12.76% | 14.28% | 12.33% | 12.43% |
Data as of 07/25/2025, AR inception is 05/09/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARWX (PARNASSUS ENDEAVOR FUND INVESTOR SHARES) | 05/09/2005 | 07/25/2025 |
| 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 (%) | 2.74 | 14.12 | 12.07 | 15.78 | 12.76 | 14.28 | 12.33 | 12.43 | 9.29 | 12.03 | 13.67 | -13.80 | 31.09 | 27.42 | 33.29 | -13.58 | 19.85 | 21.41 | 3.25 | 18.51 | 31.15 | 22.03 | -1.62 | 12.96 | 62.13 | -29.94 | 5.64 | 14.84 | 3.32 |
| Sharpe Ratio | NA | 0.61 | 0.53 | 0.80 | 0.55 | NA | NA | 0.53 | 0.67 | 0.71 | 0.71 | -0.67 | 1.97 | 0.66 | 1.80 | -0.79 | 2.25 | 1.30 | 0.23 | 1.80 | 2.83 | 1.58 | -0.06 | 0.70 | 1.91 | -0.73 | 0.16 | 0.99 | 0.45 |
| Standard Deviation(%) | NA | 18.09 | 16.50 | 17.54 | 20.48 | NA | NA | 21.04 | 21.10 | 11.85 | 14.26 | 22.78 | 15.78 | 41.19 | 17.63 | 19.05 | 8.58 | 16.29 | 13.73 | 10.26 | 11.00 | 14.00 | 25.77 | 18.44 | 32.44 | 42.37 | 15.70 | 11.59 | 6.01 |
| Draw Down(%) | NA | 18.02 | 18.02 | 25.62 | 37.21 | NA | NA | 47.78 | 17.91 | 6.81 | 13.58 | 25.62 | 6.02 | 37.21 | 11.25 | 25.58 | 3.66 | 12.11 | 11.77 | 7.34 | 4.14 | 11.66 | 23.53 | 17.17 | 24.83 | 44.15 | 9.85 | 9.51 | 4.43 |
| Yield(%) | 0.00 | 7.98 | 4.72 | 8.65 | 8.35 | 11.74 | 11.60 | 11.79 | 0.00 | 8.55 | 1.96 | 2.39 | 19.01 | 0.87 | 1.04 | 9.42 | 7.03 | 3.88 | 9.63 | 7.53 | 8.91 | 8.60 | 3.89 | 5.80 | 2.88 | 0.56 | 2.44 | 4.73 | 0.33 |
Data as of 07/25/2025, AR inception is 05/09/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARWX (PARNASSUS ENDEAVOR FUND INVESTOR SHARES) |
-10.88%
Feb 2006 - Feb 2009 |
4.24%
Sep 2006 - Sep 2011 |
10.16%
Mar 2010 - Mar 2020 |
10.99%
Jun 2005 - Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARWX (PARNASSUS ENDEAVOR FUND INVESTOR SHARES) |
31.78%
Feb 2009 - Feb 2012 |
27.61%
Feb 2009 - Feb 2014 |
19.71%
Feb 2009 - Feb 2019 |
17.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart