Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PRFIX (PARNASSUS FIXED INCOME FUND INVESTOR SHARES) | -5.18% | -1.87% | 0.28% | -2.58% | 0.52% | 1.35% | 2.42% | 3.90% |
Data as of 05/08/2025, AR inception is 09/04/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRFIX (PARNASSUS FIXED INCOME FUND INVESTOR SHARES) | 09/04/1992 | 05/08/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.79 | -1.87 | 0.28 | -2.58 | 0.52 | 1.35 | 2.42 | 3.90 | -5.18 | 1.46 | 6.74 | -14.32 | -2.79 | 7.34 | 9.62 | -1.12 | 3.10 | 2.43 | 0.70 | 4.49 | -2.71 | 2.08 | 7.26 | 6.36 | 7.49 | 2.99 | 5.82 | 7.45 | 2.55 | 2.05 | 5.30 | 11.31 | 11.31 | 4.32 | -4.32 | 6.97 | 10.60 | 4.08 | 21.58 | -6.76 | 10.93 | 1.74 |
| Sharpe Ratio | NA | -0.96 | -0.57 | -0.84 | -0.23 | NA | NA | 0.45 | -1.33 | -0.99 | 0.40 | -2.26 | -0.75 | 1.38 | 2.16 | -0.94 | 1.05 | 0.85 | 0.21 | 1.83 | -0.88 | 0.52 | 1.70 | 1.49 | 1.70 | 0.64 | 1.13 | 2.41 | 0.27 | 0.65 | 1.41 | 2.56 | 1.62 | 0.05 | -1.57 | 1.35 | 1.46 | 0.09 | 3.21 | -1.22 | 1.66 | 0.88 |
| Standard Deviation(%) | NA | 8.51 | 7.23 | 6.20 | 5.04 | NA | NA | 4.54 | 12.85 | 5.16 | 6.29 | 6.96 | 3.73 | 5.11 | 3.80 | 2.60 | 2.37 | 2.62 | 3.22 | 2.45 | 3.14 | 3.94 | 4.26 | 4.19 | 4.36 | 3.23 | 2.51 | 1.74 | 1.39 | 1.72 | 3.27 | 3.98 | 5.65 | 5.05 | 4.82 | 2.70 | 4.84 | 6.22 | 5.53 | 7.97 | 5.31 | 3.91 |
| Draw Down(%) | NA | 8.10 | 8.90 | 21.14 | 21.14 | NA | NA | 21.14 | 8.10 | 3.82 | 7.25 | 17.86 | 4.75 | 6.48 | 2.35 | 3.25 | 1.30 | 3.86 | 2.37 | 1.14 | 4.52 | 2.38 | 2.42 | 4.02 | 3.06 | 4.83 | 1.65 | 0.75 | 1.08 | 1.72 | 4.53 | 1.80 | 4.01 | 4.49 | 5.78 | 1.93 | 3.33 | 3.94 | 2.01 | 10.98 | 3.26 | 2.02 |
| Yield(%) | 0.00 | 3.58 | 3.15 | 2.24 | 2.37 | 2.70 | 3.21 | 4.31 | 0.98 | 3.71 | 3.24 | 2.13 | 1.60 | 1.68 | 2.45 | 2.61 | 2.36 | 2.57 | 2.03 | 3.06 | 3.78 | 1.91 | 3.45 | 5.40 | 4.02 | 3.52 | 4.55 | 5.29 | 3.03 | 2.84 | 4.52 | 4.74 | 5.84 | 6.26 | 5.09 | 7.16 | 6.31 | 5.76 | 6.96 | 6.57 | 7.04 | 1.64 |
Data as of 05/08/2025, AR inception is 09/04/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFIX (PARNASSUS FIXED INCOME FUND INVESTOR SHARES) |
-6.42%
Oct 2020 - Oct 2023 |
-1.27%
Apr 2020 - Apr 2025 |
0.13%
Oct 2012 - Oct 2022 |
1.83%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRFIX (PARNASSUS FIXED INCOME FUND INVESTOR SHARES) |
11.99%
Nov 1994 - Nov 1997 |
7.98%
Oct 1994 - Oct 1999 |
7.22%
Nov 1994 - Nov 2004 |
6.69%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart