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Parnassus Mid Cap Fund - Investor Shares (PARMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
35.13+0.11 (+0.31%)
At close: 06:45PM EST
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.87%
5-Year Average Return9.52%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)36.25%
Worst 1 Yr Total Return (Feb 3, 2019)-29.39%
Best 3-Yr Total Return36.25%
Worst 3-Yr Total Return-0.69%

Trailing Returns (%) Vs. Benchmarks

ReturnPARMXCategory
YTD-24.98%17.04%
1-Month3.04%-0.01%
3-Month-11.69%5.47%
1-Year-22.64%50.44%
3-Year1.48%13.15%
5-Year6.36%13.75%
10-Year9.04%11.35%
Last Bull Market31.02%25.95%
Last Bear Market-11.76%-22.55%

Annual Total Return (%) History

Year
PARMXCategory
2021
N/AN/A
2020
14.88%12.39%
2019
28.75%26.21%
2018
-6.64%-11.15%
2017
15.79%15.93%
2016
16.07%14.14%
2015
-0.87%-4.75%
2014
11.25%7.80%
2013
28.24%34.10%
2012
18.57%16.15%
2011
3.34%-3.81%
2010
18.72%22.52%
2009
36.25%37.39%
2008
-29.39%-39.18%
2007
1.82%4.85%
2006
15.78%14.03%
2005
N/A9.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.16%5.87%-2.07%N/A
2020-23.58%19.90%8.61%15.43%
201916.04%4.96%2.22%3.42%
2018-1.84%3.43%3.53%-11.18%
20175.33%3.19%2.36%4.07%
20163.37%4.94%4.70%2.20%
20151.82%-2.37%-5.05%5.02%
20140.04%6.77%-2.57%6.89%
20139.78%1.11%7.24%7.73%
201212.36%-1.76%4.77%2.53%
201110.68%0.12%-17.33%12.80%
20106.06%-8.37%10.13%10.94%
2009-7.86%18.31%14.90%8.77%
2008-6.25%-2.27%-1.15%-22.03%
20071.09%6.37%1.00%-6.25%
20068.37%-4.04%6.29%4.76%
2005-2.23%3.98%N/AN/A

Rank In Category (By Total Return)

YTD94
1-Month95
3-Month98
1-Year88
3-Year97
5-Year84

Load Adjusted Returns

1-Year-21.44%
3-Year-0.06%
5-Year3.85%
10-Year8.50%
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