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Parnassus Mid Cap Growth Fund (PFPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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56.77+0.12 (+0.21%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.47%
5-year average return7.33%
Number of years up6
Number of years down2
Best 1-yr total return (22 Apr 2024)35.77%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return35.77%
Worst 3-yr total return-2.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFPRXCategory
YTD7.88%10.80%
1-month1.59%4.43%
3-month7.88%7.00%
1-year28.77%48.17%
3-year1.88%21.26%
5-year9.17%20.18%
10-year9.06%14.07%
Last bull market32.21%27.14%
Last bear market-21.90%-21.26%

Annual total return (%) history

Year
PFPRXCategory
2024
N/AN/A
2023
35.77%N/A
2022
-33.45%N/A
2021
9.50%N/A
2020
28.81%39.26%
2019
29.98%32.52%
2018
-9.57%-6.65%
2017
16.25%23.91%
2016
13.60%6.03%
2015
N/A-0.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.88%N/AN/AN/A
202313.74%4.39%-1.13%15.65%
2022-15.63%-21.90%-2.78%3.89%
20210.94%6.70%-2.43%4.20%
2020-19.63%25.81%7.90%18.06%
201915.23%4.28%1.70%6.35%
2018-3.38%1.07%6.41%-12.98%
20175.12%4.23%1.28%4.76%
2016-1.10%-0.47%9.00%5.88%
2015-6.28%3.68%N/AN/A

Rank in category (by total return)

YTD68
1-month87
3-month68
1-year15
3-year56
5-year77

Load adjusted returns

1-year28.77%
3-year1.88%
5-year9.17%
10-year9.06%