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Parnassus Core Equity Institutional (PRILX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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60.69-0.02 (-0.03%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.03%
5-Year Average Return14.77%
Number of Years Up14
Number of Years Down3
Best 1 Yr Total Return (May 19, 2024)34.15%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return34.15%
Worst 3-Yr Total Return8.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPRILXCategory
YTD4.75%5.31%
1-Month-4.79%-4.19%
3-Month3.00%3.90%
1-Year20.02%20.31%
3-Year6.83%6.48%
5-Year13.04%11.78%
10-Year11.96%10.96%
Last Bull Market25.06%25.56%
Last Bear Market-15.29%-15.11%

Annual Total Return (%) History

Year
PRILXCategory
2024
N/AN/A
2023
25.21%22.32%
2022
-18.45%-16.96%
2021
27.82%26.07%
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
N/A14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.03%N/AN/AN/A
20237.60%7.53%-3.24%11.84%
2022-5.70%-15.29%-6.88%9.64%
20217.18%7.44%0.18%10.79%
2020-16.82%17.90%11.46%11.13%
201913.36%6.13%2.39%6.32%
2018-0.21%2.72%7.90%-9.54%
20174.43%2.50%3.39%5.55%
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)

YTD69
1-Month80
3-Month76
1-Year63
3-Year51
5-Year25

Load Adjusted Returns

1-Year20.02%
3-Year6.83%
5-Year13.04%
10-Year11.96%