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Parnassus Value Equity Fund (PFPWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.35+0.04 (+0.08%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.35%
5-year average return13.53%
Number of years up6
Number of years down2
Best 1-yr total return (28 Apr 2024)33.57%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return33.57%
Worst 3-yr total return8.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPFPWXCategory
YTD10.23%17.52%
1-month6.34%-0.87%
3-month10.23%5.51%
1-year23.74%42.88%
3-year6.83%11.93%
5-year15.47%12.07%
10-year13.89%10.95%
Last bull market59.51%23.18%
Last bear market-13.01%-17.87%

Annual total return (%) history

Year
PFPWXCategory
2024
N/AN/A
2023
13.94%N/A
2022
-13.61%N/A
2021
31.37%N/A
2020
27.72%2.91%
2019
33.57%25.04%
2018
-13.25%-8.53%
2017
20.02%15.94%
2016
21.67%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.23%N/AN/AN/A
20231.50%3.24%-3.77%13.00%
2022-5.64%-13.01%-7.48%13.75%
202116.91%8.05%-4.49%8.88%
2020-24.98%23.18%9.69%26.00%
201918.48%-0.03%2.51%10.00%
2018-2.42%1.68%5.39%-17.04%
20174.18%5.70%3.58%5.23%
20160.83%1.24%10.99%7.39%
2015-7.22%6.49%N/AN/A

Rank in category (by total return)

YTD26
1-month13
3-month26
1-year32
3-year85
5-year3

Load adjusted returns

1-year23.74%
3-year6.83%
5-year15.47%
10-year13.89%