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Parnassus Mid-Cap (PARMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.89-0.05 (-0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.40%
5-Year Average Return6.35%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (May 16, 2024)36.25%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return36.25%
Worst 3-Yr Total Return0.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPARMXCategory
YTD0.54%17.04%
1-Month-7.21%-0.01%
3-Month0.83%5.47%
1-Year12.84%50.44%
3-Year-1.87%13.15%
5-Year5.15%13.75%
10-Year7.56%11.35%
Last Bull Market28.57%25.95%
Last Bear Market-11.76%-22.55%

Annual Total Return (%) History

Year
PARMXCategory
2024
N/AN/A
2023
12.67%N/A
2022
-21.56%N/A
2021
16.40%N/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
20248.35%N/AN/AN/A
20230.47%4.00%-5.08%13.61%
2022-10.86%-11.76%-8.21%8.65%
20213.16%5.87%-2.07%8.82%
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)

YTD84
1-Month96
3-Month91
1-Year76
3-Year95
5-Year94

Load Adjusted Returns

1-Year12.84%
3-Year-1.87%
5-Year5.15%
10-Year7.56%