Canada markets close in 3 hours 51 minutes

Parnassus Mid Cap Growth Investor (PARNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
56.49+0.12 (+0.21%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.66%
5-Year Average Return7.21%
Number of Years Up32
Number of Years Down7
Best 1 Yr Total Return (Apr 23, 2024)47.93%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return47.93%
Worst 3-Yr Total Return-2.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPARNXCategory
YTD7.85%10.80%
1-Month1.56%4.43%
3-Month7.85%7.00%
1-Year28.60%48.17%
3-Year1.76%21.26%
5-Year9.04%20.18%
10-Year8.93%14.07%
Last Bull Market32.06%27.14%
Last Bear Market-21.94%-21.26%

Annual Total Return (%) History

Year
PARNXCategory
2024
N/AN/A
2023
35.60%N/A
2022
-33.52%N/A
2021
9.37%N/A
2020
28.61%39.26%
2019
29.82%32.52%
2018
-9.73%-6.65%
2017
16.08%23.91%
2016
13.45%6.03%
2015
0.27%-0.95%
2014
14.67%7.00%
2013
34.21%34.93%
2012
26.06%14.07%
2011
-5.01%-3.96%
2010
16.70%24.61%
2009
47.93%39.11%
2008
-34.13%-43.77%
2007
5.43%15.09%
2006
14.36%9.00%
2005
2.55%9.84%
2004
3.89%13.23%
2003
16.83%35.96%
2002
-28.05%-27.24%
2001
7.84%-19.98%
2000
1.98%-4.78%
1999
47.74%60.49%
1998
1.40%18.76%
1997
29.69%17.98%
1996
11.68%18.11%
1995
0.62%34.57%
1994
11.98%-1.85%
1993
17.31%13.88%
1992
36.80%7.07%
1991
52.56%49.71%
1990
-21.16%-5.37%
1989
2.86%29.88%
1988
42.39%13.53%
1987
-7.95%1.89%
1986
2.39%14.39%
1985
18.60%30.69%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.85%N/AN/AN/A
202313.72%4.35%-1.16%15.61%
2022-15.65%-21.94%-2.81%3.87%
20210.90%6.66%-2.45%4.18%
2020-19.68%25.78%7.86%18.01%
201915.17%4.26%1.68%6.32%
2018-3.42%1.03%6.39%-13.04%
20175.07%4.19%1.26%4.71%
2016-1.14%-0.51%8.96%5.85%
20152.79%0.47%-6.32%3.65%
20143.14%4.81%-1.74%7.97%
20135.79%6.59%9.27%8.93%
201217.55%-4.91%8.67%3.78%
20114.97%-4.33%-19.38%17.32%
20107.13%-13.31%12.57%11.63%
2009-1.24%18.67%19.95%5.24%
2008-6.64%-0.51%-3.42%-26.58%
20070.91%8.48%3.09%-6.57%
20067.58%-6.28%7.14%5.87%
2005-2.41%0.26%-1.02%5.89%
20040.13%-0.27%1.20%2.80%
2003-0.70%15.78%0.13%1.49%
2002-2.43%-17.59%-25.05%19.40%
2001-2.37%5.77%-8.17%13.73%
200026.56%0.05%-12.80%-7.64%
19990.39%15.01%0.67%27.12%
19986.77%-13.26%-24.29%44.61%
19974.33%17.61%21.87%-13.28%
1996-3.40%4.76%-3.83%14.75%
19955.67%8.28%-1.28%-10.92%
19943.65%-5.91%10.83%3.61%
19935.01%0.67%2.27%8.50%
199213.34%-4.01%1.29%24.14%
199133.81%1.76%0.87%11.08%
1990-2.23%5.75%-26.88%4.27%
19897.18%2.83%2.17%-8.66%
198825.25%11.02%-1.74%4.21%
198731.67%-0.76%7.80%-34.65%
198610.46%0.33%-6.95%-0.71%
19851.07%0.92%-4.58%21.85%

Rank In Category (By Total Return)

YTD68
1-Month88
3-Month68
1-Year16
3-Year56
5-Year78

Load Adjusted Returns

1-Year28.60%
3-Year1.76%
5-Year9.04%
10-Year8.93%