Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFPLX (PARNASSUS FIXED INCOME FUND INSTITUTIONAL SHARES) | NA | -107,101.46% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 05/09/2025, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFPLX (PARNASSUS FIXED INCOME FUND INSTITUTIONAL SHARES) | 05/01/2015 | 05/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -38.22 | -107,101.46 | nan | nan | nan | NA | NA | … | … | -103,526.63 | 2.13 | 6.78 | -14.36 | -1.87 | 8.19 | 9.83 | -0.89 | 3.38 | 2.54 | -0.10 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.29 | 0.49 | -2.27 | -0.52 | 1.56 | 2.20 | -0.87 | 1.14 | 0.88 | -0.06 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 5.10 | 6.39 | 6.98 | 3.67 | 5.07 | 3.80 | 2.64 | 2.41 | 2.63 | 3.36 |
| Draw Down(%) | NA | 162,366.07 | 162,366.07 | 152,582.58 | 152,582.58 | NA | NA | … | … | 162,366.07 | 3.47 | 7.26 | 17.85 | 4.72 | 6.48 | 2.35 | 3.19 | 1.35 | 3.85 | 1.61 |
| Yield(%) | 0.00 | 105.25 | 35.95 | 19.20 | 11.53 | 7.65 | 5.74 | … | … | 101.78 | 3.85 | 3.21 | 2.10 | 2.50 | 2.45 | 2.72 | 2.84 | 2.56 | 2.74 | 1.51 |
Data as of 05/09/2025, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFPLX (PARNASSUS FIXED INCOME FUND INSTITUTIONAL SHARES) |
-5.94%
Oct 2020 – Oct 2023 |
-0.83%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFPLX (PARNASSUS FIXED INCOME FUND INSTITUTIONAL SHARES) |
6.02%
Jul 2018 – Jul 2021 |
4.66%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart