PRBLX - Parnassus Core Equity Fund - Investor Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return7.64%
5-Year Average Return10.49%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)33.98%
Worst 1 Yr Total Return (Feb 3, 2019)-22.96%
Best 3-Yr Total Return33.98%
Worst 3-Yr Total Return0.29%

Trailing Returns (%) Vs. Benchmarks

ReturnPRBLXCategory
YTD22.98%16.80%
1-Month0.50%-1.80%
3-Month2.31%6.25%
1-Year11.17%1.45%
3-Year13.51%10.95%
5-Year10.80%8.18%
10-Year13.09%11.97%
Last Bull Market20.51%23.87%
Last Bear Market-14.79%-17.54%

Annual Total Return (%) History

Year
PRBLXCategory
2019
N/AN/A
2018
-0.18%-6.27%
2017
16.58%20.44%
2016
10.41%10.37%
2015
-0.55%-1.07%
2014
14.49%10.96%
2013
33.98%31.50%
2012
15.43%14.96%
2011
3.13%-1.27%
2010
8.87%14.01%
2009
28.75%28.17%
2008
-22.96%-37.79%
2007
14.13%6.16%
2006
14.70%14.17%
2005
2.62%5.88%
2004
9.30%10.02%
2003
15.69%27.05%
2002
-3.69%-22.25%
2001
9.97%-13.50%
2000
6.36%-6.31%
1999
22.78%20.16%
1998
11.05%22.39%
1997
20.15%28.37%
1996
7.09%20.76%
1995
31.13%32.35%
1994
-5.39%-0.93%
1993
15.90%10.21%
1992
N/A7.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201913.32%6.08%2.31%N/A
2018-0.26%2.64%7.88%-9.61%
20174.38%2.42%3.34%5.52%
20162.59%0.73%4.54%2.20%
2015-0.78%-0.41%-3.96%4.79%
20140.80%7.44%-0.55%6.30%
201312.68%1.40%6.74%9.85%
20127.62%-0.96%7.01%1.21%
20115.24%-0.74%-11.06%11.01%
20103.86%-11.04%9.10%8.01%
2009-10.94%17.67%12.20%9.50%
2008-6.36%2.55%-0.75%-19.16%
20073.48%7.03%0.99%2.04%
20065.22%-0.92%5.81%3.99%
2005-1.48%0.60%1.93%1.58%
20042.44%0.39%0.32%5.94%
2003-0.82%8.89%1.04%6.02%
20022.00%-6.78%-12.59%15.87%
2001-2.73%7.48%-5.29%11.06%
20009.13%1.97%-2.61%-1.86%
19990.48%10.77%-2.72%13.40%
19983.74%-1.86%-11.60%23.39%
1997-1.59%7.36%6.05%7.23%
1996-0.92%3.89%0.98%3.03%
19957.01%8.36%5.72%6.97%
1994-5.61%-3.93%4.15%0.18%
199310.22%2.89%3.24%-1.01%
19927.50%N/AN/AN/A

Rank In Category (By Total Return)

YTD9
1-Month94
3-Month24
1-Year4
3-Year16
5-Year14

Load Adjusted Returns

1-Year11.17%
3-Year13.51%
5-Year10.80%
10-Year13.09%