Nasdaq - Delayed Quote USD

Parnassus Core Equity Institutional (PRILX)

58.04 -0.14 (-0.24%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.19%
5y Average Return 13.34%
Number of Years Up 14
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 34.15%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 34.15%
Worst 3Y Total Return 8.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PRILX
Category
YTD
10.03%
14.84%
1-Month
3.56%
1.65%
3-Month
10.03%
7.55%
1-Year
28.03%
40.47%
3-Year
10.24%
16.77%
5-Year
15.04%
16.15%
10-Year
12.84%
13.21%
Last Bull Market
39.43%
24.09%
Last Bear Market
-15.29%
-17.61%

Annual Total Return (%) History

Year
PRILX
Category
2024
--
--
2023
25.21%
--
2022
-18.45%
--
2021
27.82%
--
2020
21.47%
15.83%
2019
30.96%
28.78%
2018
0.05%
-6.27%
2017
16.81%
20.44%

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
--
14.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.03% -- -- --
2023 7.60% 7.53% -3.24% 11.84%
2022 -5.70% -15.29% -6.88% 9.64%
2021 7.18% 7.44% 0.18% 10.79%
2020 -16.82% 17.90% 11.46% 11.13%
2019 13.36% 6.13% 2.39% 6.32%
2018 -0.21% 2.72% 7.90% -9.54%
2017 4.43% 2.50% 3.39% 5.55%
2016 2.63% 0.77% 4.60% 2.24%
2015 -0.73% -0.36% -3.90% 4.84%

2014 0.85% 7.48% -0.49% 6.34%
2013 12.72% 1.41% 6.81% 9.88%
2012 7.67% -0.91% 7.06% 1.24%
2011 5.27% -0.65% -10.98% 11.04%
2010 3.89% -10.97% 9.17% 8.03%
2009 -10.87% 17.68% 12.23% 9.56%
2008 -6.32% 2.64% -0.72% -19.07%
2007 3.53% 7.08% 1.04% 2.10%
2006 5.86% 4.06% -- --

Rank in Category (By Total Return)

YTD 59
1-Month 34
3-Month 59
1-Year 56
3-Year 51
5-Year 20

Load Adjusted Returns

1-Year 28.03%
3-Year 10.24%
5-Year 15.04%
10-Year 12.84%

Performance & Risk

YTD Return 5.19%
5y Average Return 13.34%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Parnassus
Net Assets 30.27B
YTD Return 10.03%
Yield 0.65%
Morningstar Rating
Inception Date Apr 28, 2006

Fund Summary

The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. At least 65% of the fund's total assets will normally be invested in equity securities that pay interest or dividends.

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