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Parnassus Value Equity Investor (PARWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.16+0.33 (+0.62%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.18%
5-year average return13.31%
Number of years up14
Number of years down4
Best 1-yr total return (25 Apr 2024)62.16%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return62.16%
Worst 3-yr total return7.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPARWXCategory
YTD10.17%17.52%
1-month6.32%-0.87%
3-month10.17%5.51%
1-year23.49%42.88%
3-year6.60%11.93%
5-year15.21%12.07%
10-year13.67%10.95%
Last bull market59.20%23.18%
Last bear market-13.07%-17.87%

Annual total return (%) history

Year
PARWXCategory
2024
N/AN/A
2023
13.70%N/A
2022
-13.81%N/A
2021
31.12%N/A
2020
27.42%2.91%
2019
33.29%25.04%
2018
-13.49%-8.53%
2017
19.81%15.94%
2016
21.43%14.81%
2015
3.23%-4.05%
2014
18.50%10.21%
2013
31.15%31.21%
2012
22.02%14.57%
2011
-1.61%-0.75%
2010
12.93%13.66%
2009
62.16%24.13%
2008
-29.93%-37.09%
2007
5.62%1.42%
2006
14.86%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.17%N/AN/AN/A
20231.44%3.18%-3.80%12.93%
2022-5.68%-13.07%-7.52%13.66%
202116.85%8.01%-4.53%8.82%
2020-25.04%23.10%9.65%25.93%
201918.43%-0.09%2.43%9.98%
2018-2.47%1.63%5.35%-17.14%
20174.12%5.68%3.53%5.18%
20160.78%1.19%10.93%7.34%
20152.94%1.62%-7.29%6.44%
20142.76%5.96%1.37%7.37%
20138.31%4.75%6.06%9.00%
201215.26%-5.20%9.46%2.02%
20115.70%-2.25%-16.09%13.49%
20103.84%-12.82%12.99%10.40%
2009-0.49%26.61%18.75%8.38%
2008-6.37%-0.28%-0.64%-24.47%
2007-0.41%7.13%3.41%-4.26%
20065.29%-2.82%7.13%4.78%
20050.33%2.64%N/AN/A

Rank in category (by total return)

YTD27
1-month14
3-month27
1-year32
3-year86
5-year3

Load adjusted returns

1-year23.49%
3-year6.60%
5-year15.21%
10-year13.67%