Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRBLX (PARNASSUS CORE EQUITY FUND INVESTOR SHARES) | 7.25% | 15.32% | 16.88% | 10.26% | 13.61% | 13.43% | 11.80% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRBLX (PARNASSUS CORE EQUITY FUND INVESTOR SHARES) | 12/15/1992 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 15.32 | 16.88 | 10.26 | 13.61 | 13.43 | 11.80 | … | … | 7.25 | 11.68 | 18.58 | 24.97 | -18.64 | 27.60 | 21.21 | 30.68 | -0.31 | 16.63 | 10.40 | -0.56 | 14.48 | 34.04 | 15.45 | 3.13 | 8.89 | 28.73 | -22.94 | 14.20 | 14.69 | 2.62 | 9.29 | 15.68 | -3.20 | 9.99 | 6.22 | 22.78 | 11.05 | 20.15 | 7.09 | 30.92 | -5.39 | 15.55 | 3.16 |
| Sharpe Ratio | NA | 1.11 | 0.96 | 0.47 | 0.69 | NA | NA | … | … | 0.96 | 0.52 | 1.20 | 1.68 | -0.87 | 2.04 | 0.64 | 2.37 | -0.11 | 2.32 | 0.79 | -0.04 | 1.36 | 3.40 | 1.47 | 0.14 | 0.54 | 1.22 | -0.69 | 0.82 | 1.12 | 0.04 | 0.91 | 1.39 | -0.21 | 0.61 | 0.11 | 1.28 | 0.44 | 2.32 | 0.45 | 4.83 | -1.07 | 2.29 | 24.26 |
| Standard Deviation(%) | NA | 11.74 | 14.08 | 16.16 | 17.26 | NA | NA | … | … | 13.84 | 16.87 | 12.49 | 12.84 | 23.19 | 13.53 | 32.52 | 12.30 | 15.56 | 6.91 | 12.88 | 13.66 | 10.60 | 10.00 | 10.59 | 21.41 | 16.24 | 23.54 | 34.71 | 13.51 | 10.07 | 8.96 | 9.09 | 10.74 | 20.48 | 12.59 | 18.46 | 15.19 | 17.21 | 7.08 | 7.52 | 5.57 | 7.91 | 5.83 | 4.18 |
| Draw Down(%) | NA | 11.63 | 16.31 | 26.31 | 30.09 | NA | NA | … | … | 11.63 | 16.31 | 7.09 | 10.02 | 25.96 | 6.73 | 30.09 | 5.74 | 15.74 | 2.47 | 8.71 | 9.31 | 6.10 | 5.17 | 6.89 | 17.10 | 14.30 | 25.84 | 35.84 | 8.13 | 7.24 | 6.23 | 6.85 | 9.55 | 22.19 | 9.75 | 13.98 | 8.10 | 20.47 | 5.32 | 4.30 | 1.87 | 10.15 | 3.75 | 0.00 |
| Yield(%) | 0.00 | 17.21 | 12.72 | 9.76 | 11.61 | 13.33 | 12.22 | … | … | 0.00 | 17.94 | 10.91 | 7.06 | 7.49 | 9.31 | 6.65 | 9.72 | 8.75 | 7.69 | 4.09 | 8.75 | 3.50 | 7.91 | 4.44 | 2.86 | 1.18 | 1.62 | 0.96 | 12.07 | 11.15 | 6.58 | 4.94 | 2.24 | 2.58 | 5.09 | 13.22 | 7.43 | 13.53 | 8.31 | 12.10 | 5.70 | 4.64 | 7.49 | 0.92 |
Data as of 06/04/2026, Common starting date is 12/15/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRBLX (PARNASSUS CORE EQUITY FUND INVESTOR SHARES) |
-6.18%
Feb 2006 – Feb 2009 |
-1.38%
Feb 2004 – Feb 2009 |
4.44%
Aug 2000 – Aug 2010 |
7.10%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRBLX (PARNASSUS CORE EQUITY FUND INVESTOR SHARES) |
26.43%
Dec 2018 – Dec 2021 |
21.43%
Feb 2009 – Feb 2014 |
16.47%
Aug 2011 – Aug 2021 |
15.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart