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Parnassus Core Equity Institutional (PRILX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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58.60+0.77 (+1.33%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.20%
5-year average return13.34%
Number of years up14
Number of years down3
Best 1-yr total return (2 May 2024)34.15%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return34.15%
Worst 3-yr total return8.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPRILXCategory
YTD4.75%14.84%
1-month-4.79%1.65%
3-month3.00%7.55%
1-year20.02%40.47%
3-year6.83%16.77%
5-year13.04%16.15%
10-year11.96%13.21%
Last bull market25.06%24.09%
Last bear market-15.29%-17.61%

Annual total return (%) history

Year
PRILXCategory
2024
N/AN/A
2023
25.21%N/A
2022
-18.45%N/A
2021
27.82%N/A
2020
21.47%15.83%
2019
30.96%28.78%
2018
0.05%-6.27%
2017
16.81%20.44%
2016
10.60%10.37%
2015
-0.33%-1.07%
2014
14.70%10.96%
2013
34.15%31.50%
2012
15.64%14.96%
2011
3.38%-1.27%
2010
9.10%14.01%
2009
28.96%28.17%
2008
-22.74%-37.79%
2007
14.37%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.03%N/AN/AN/A
20237.60%7.53%-3.24%11.84%
2022-5.70%-15.29%-6.88%9.64%
20217.18%7.44%0.18%10.79%
2020-16.82%17.90%11.46%11.13%
201913.36%6.13%2.39%6.32%
2018-0.21%2.72%7.90%-9.54%
20174.43%2.50%3.39%5.55%
20162.63%0.77%4.60%2.24%
2015-0.73%-0.36%-3.90%4.84%
20140.85%7.48%-0.49%6.34%
201312.72%1.41%6.81%9.88%
20127.67%-0.91%7.06%1.24%
20115.27%-0.65%-10.98%11.04%
20103.89%-10.97%9.17%8.03%
2009-10.87%17.68%12.23%9.56%
2008-6.32%2.64%-0.72%-19.07%
20073.53%7.08%1.04%2.10%
20065.86%4.06%N/AN/A

Rank in category (by total return)

YTD69
1-month80
3-month76
1-year63
3-year51
5-year25

Load adjusted returns

1-year20.02%
3-year6.83%
5-year13.04%
10-year11.96%