Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRILX (Parnassus Equity Incme Fund Institutiona) | 7.27% | 15.48% | 17.09% | 7.04% | 11.46% | 12.06% | 9.50% | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRILX (Parnassus Equity Incme Fund Institutiona) | 05/05/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 15.48 | 17.09 | 7.04 | 11.46 | 12.06 | 9.50 | … | … | 7.27 | 11.91 | 18.81 | 25.25 | -25.49 | 19.48 | 15.13 | 30.95 | -0.06 | 16.86 | 10.61 | -0.34 | 14.71 | 34.13 | 15.64 | 3.40 | 9.22 | 26.73 | -23.71 | 1.97 | -3.83 |
| Sharpe Ratio | NA | 1.13 | 0.98 | 0.26 | 0.55 | NA | NA | … | … | 0.96 | 0.54 | 1.21 | 1.70 | -1.08 | 1.30 | 0.45 | 2.40 | -0.09 | 2.36 | 0.81 | -0.03 | 1.39 | 3.42 | 1.49 | 0.16 | 0.56 | 1.13 | -0.71 | -0.08 | -0.68 |
| Standard Deviation(%) | NA | 11.74 | 14.10 | 16.95 | 17.68 | NA | NA | … | … | 13.79 | 16.87 | 12.58 | 12.85 | 24.99 | 14.96 | 32.76 | 12.30 | 15.54 | 6.88 | 12.87 | 13.63 | 10.58 | 9.97 | 10.56 | 21.38 | 16.19 | 23.53 | 34.58 | 15.34 | 13.72 |
| Draw Down(%) | NA | 11.61 | 16.28 | 30.08 | 30.08 | NA | NA | … | … | 11.61 | 16.28 | 7.08 | 9.98 | 26.47 | 9.74 | 30.02 | 5.71 | 15.64 | 2.45 | 8.67 | 9.27 | 6.04 | 5.16 | 6.88 | 17.00 | 14.10 | 25.73 | 36.07 | 11.70 | 9.80 |
| Yield(%) | 0.00 | 17.25 | 12.86 | 6.97 | 8.80 | 10.73 | 8.88 | … | … | 0.00 | 18.05 | 11.09 | 7.27 | 0.53 | 1.22 | 0.86 | 9.98 | 8.97 | 7.92 | 4.30 | 8.94 | 3.71 | 8.09 | 4.66 | 3.09 | 1.54 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRILX (Parnassus Equity Incme Fund Institutiona) |
-6.92%
Jun 2006 – Jun 2009 |
-1.03%
Sep 2006 – Sep 2011 |
6.66%
Oct 2006 – Oct 2016 |
7.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRILX (Parnassus Equity Incme Fund Institutiona) |
22.94%
Sep 2011 – Sep 2014 |
21.23%
Feb 2009 – Feb 2014 |
16.07%
Aug 2011 – Aug 2021 |
13.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart