PRILX - Parnassus Core Equity Institutional

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return16.64%
5-Year Average Return14.85%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Nov 29, 2017)34.15%
Worst 1 Yr Total Return (Nov 29, 2017)-22.74%
Best 3-Yr Total Return34.15%
Worst 3-Yr Total Return2.82%

Trailing Returns (%) Vs. Benchmarks

ReturnPRILXCategory
YTD16.64%19.03%
1-Month3.43%3.10%
3-Month7.33%7.60%
1-Year18.94%21.06%
3-Year8.87%9.18%
5-Year14.85%14.23%
10-Year10.01%7.42%
Last Bull Market20.61%23.91%
Last Bear Market-14.65%-17.63%

Annual Total Return (%) History

Year
PRILXCategory
2017
N/AN/A
2016
10.60%10.37%
2015
-0.33%-1.07%
2014
14.70%10.96%
2013
34.15%31.50%
2012
15.64%14.96%
2011
3.38%-1.27%
2010
9.10%14.01%
2009
28.96%28.17%
2008
-22.74%-37.79%
2007
14.37%6.16%
2006
N/A14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.43%2.50%3.39%N/A
20162.63%0.77%4.60%2.24%
2015-0.73%-0.36%-3.90%4.84%
20140.85%7.48%-0.49%6.34%
201312.72%1.41%6.81%9.88%
20127.67%-0.91%7.06%1.24%
20115.27%-0.65%-10.98%11.04%
20103.89%-10.97%9.17%8.03%
2009-10.87%17.68%12.23%9.56%
2008-6.32%2.64%-0.72%-19.07%
20073.53%7.08%1.04%2.10%
20065.86%4.06%N/AN/A

Rank In Category (By Total Return)

YTD80
1-Month30
3-Month66
1-Year77
3-Year66
5-Year47

Load Adjusted Returns

1-Year18.94%
3-Year8.87%
5-Year14.85%
10-Year10.01%