Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFPRX (Parnassus Fund Inst Shares) | 6.58% | 16.91% | 15.56% | 4.52% | 9.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFPRX (Parnassus Fund Inst Shares) | 05/01/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 16.91 | 15.56 | 4.52 | 9.42 | NA | NA | … | … | 6.58 | 9.29 | 10.71 | 35.76 | -33.46 | 9.49 | 28.95 | 29.98 | -9.64 | 16.25 | 12.17 | -19.08 |
| Sharpe Ratio | NA | 0.88 | 0.63 | 0.07 | 0.36 | NA | NA | … | … | 0.53 | 0.26 | 0.44 | 1.77 | -0.99 | 0.47 | 0.84 | 2.28 | -0.71 | 1.98 | 0.73 | -1.16 |
| Standard Deviation(%) | NA | 18.54 | 19.73 | 23.64 | 21.82 | NA | NA | … | … | 21.31 | 24.50 | 15.97 | 18.31 | 35.38 | 19.94 | 34.03 | 12.49 | 15.55 | 7.93 | 16.49 | 23.35 |
| Draw Down(%) | NA | 14.47 | 27.84 | 41.69 | 41.69 | NA | NA | … | … | 14.47 | 26.96 | 8.59 | 11.60 | 38.65 | 11.83 | 34.52 | 6.16 | 18.86 | 4.79 | 14.68 | 21.04 |
| Yield(%) | 0.00 | 16.16 | 10.49 | 5.90 | 7.63 | 4.21 | 3.16 | … | … | 0.00 | 16.09 | 7.74 | 3.75 | 0.81 | 4.78 | 6.30 | 5.44 | 6.76 | 8.60 | 1.07 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PFPRX (Parnassus Fund Inst Shares) |
-2.20%
Apr 2021 – Apr 2024 |
1.97%
Mar 2021 – Mar 2026 |
6.01%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFPRX (Parnassus Fund Inst Shares) |
22.43%
Dec 2018 – Dec 2021 |
16.67%
Jun 2016 – Jun 2021 |
10.25%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart