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Parnassus Mid Cap Fund (PFPMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.14+0.31 (+0.82%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.92%
5-year average return5.60%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)29.01%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return29.01%
Worst 3-yr total return1.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFPMXCategory
YTD0.64%17.04%
1-month-7.17%-0.01%
3-month0.91%5.47%
1-year13.14%50.44%
3-year-1.66%13.15%
5-year5.39%13.75%
10-year7.78%11.35%
Last bull market28.70%25.95%
Last bear market-11.73%-22.55%

Annual total return (%) history

Year
PFPMXCategory
2024
N/AN/A
2023
12.92%N/A
2022
-21.41%N/A
2021
16.64%N/A
2020
15.16%12.39%
2019
29.01%26.21%
2018
-6.39%-11.15%
2017
16.04%15.93%
2016
16.28%14.14%
2015
N/A-4.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.42%N/AN/AN/A
20230.53%4.06%-5.03%13.65%
2022-10.82%-11.73%-8.14%8.69%
20213.21%5.93%-1.99%8.86%
2020-23.51%19.97%8.67%15.48%
201916.09%4.98%2.27%3.51%
2018-1.81%3.52%3.58%-11.10%
20175.40%3.25%2.38%4.15%
20163.43%4.98%4.73%2.26%
2015-4.99%5.07%N/AN/A

Rank in category (by total return)

YTD83
1-month95
3-month91
1-year74
3-year93
5-year93

Load adjusted returns

1-year13.14%
3-year-1.66%
5-year5.39%
10-year7.78%