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Parnassus Mid Cap Fund (PARMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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37.07+0.18 (+0.49%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return8.87%
5-Year Average Return9.52%
Number of Years Up11
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-5.93%

Trailing Returns (%) Vs. Benchmarks

ReturnPARMXCategory
YTD-0.48%-7.00%
1-Month-0.89%-2.67%
3-Month8.61%6.34%
1-Year2.93%-0.46%
3-Year7.58%3.43%
5-Year11.05%7.34%
10-Year11.95%9.51%
Last Bull Market26.65%25.90%
Last Bear Market-20.43%-22.69%

Annual Total Return (%) History

Year
PARMXCategory
2020
N/AN/A
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
2020-23.58%19.90%8.61%N/A
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)

YTD14
1-Month6
3-Month16
1-Year28
3-Year14
5-Year8

Load Adjusted Returns

1-Year2.93%
3-Year7.58%
5-Year11.05%
10-Year11.95%