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Parnassus Mid-Cap (PARMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.90+0.15 (+0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.34%
5-year average return5.34%
Number of years up14
Number of years down4
Best 1-yr total return (6 Jun 2024)36.25%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return36.25%
Worst 3-yr total return0.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPARMXCategory
YTD1.37%17.04%
1-month0.83%-0.01%
3-month-3.87%5.47%
1-year17.36%50.44%
3-year-1.02%13.15%
5-year6.24%13.75%
10-year7.43%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)

YTD96
1-month98
3-month100
1-year88
3-year95
5-year98

Load adjusted returns

1-year17.36%
3-year-1.02%
5-year6.24%
10-year7.43%