Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PARNX (PARNASSUS FUND INVESTOR SHARES) | 2.93% | 12.94% | 14.11% | 3.08% | 8.14% | 9.90% | 8.98% | … | … |
Data as of 06/05/2026, Common starting date is 05/21/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARNX (PARNASSUS FUND INVESTOR SHARES) | 05/21/1986 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.32 | 12.94 | 14.11 | 3.08 | 8.14 | 9.90 | 8.98 | … | … | 2.93 | 9.14 | 10.58 | 35.60 | -33.54 | 6.30 | 21.85 | 29.82 | -9.80 | 16.12 | 13.45 | 0.24 | 14.69 | 34.22 | 26.07 | -5.10 | 16.71 | 47.94 | -34.07 | 5.43 | 14.36 | 2.55 | 3.90 | 16.83 | -28.06 | 7.87 | 1.47 | 47.78 | 1.40 | 29.77 | 11.66 | -1.58 | 4.60 | 7.03 | 27.43 | 46.66 | -21.16 | 2.51 | 26.61 | -10.55 | -9.53 |
| Sharpe Ratio | NA | 0.55 | 0.55 | 0.02 | 0.30 | NA | NA | … | … | 0.21 | 0.26 | 0.44 | 1.76 | -0.99 | 0.31 | 0.63 | 2.28 | -0.72 | 1.95 | 0.82 | 0.01 | 1.17 | 2.49 | 1.45 | -0.17 | 0.78 | 1.35 | -0.76 | 0.14 | 0.77 | 0.03 | 0.33 | 1.00 | -0.88 | 0.35 | -0.09 | 1.84 | -0.07 | 1.29 | 0.52 | -0.48 | 0.12 | 0.35 | 1.65 | 2.54 | -1.57 | -0.29 | 1.11 | -0.42 | -1.27 |
| Standard Deviation(%) | NA | 18.83 | 19.83 | 23.73 | 21.92 | NA | NA | … | … | 21.58 | 24.51 | 15.98 | 18.32 | 35.39 | 20.25 | 34.38 | 12.45 | 15.55 | 7.95 | 16.23 | 14.75 | 12.54 | 13.74 | 18.13 | 30.77 | 21.43 | 35.36 | 45.88 | 16.27 | 14.22 | 10.31 | 8.91 | 16.18 | 33.32 | 15.77 | 29.72 | 24.14 | 30.06 | 20.10 | 15.32 | 11.55 | 12.61 | 13.86 | 14.97 | 16.76 | 16.94 | 12.04 | 19.44 | 35.11 | 14.97 |
| Draw Down(%) | NA | 14.49 | 27.87 | 43.38 | 43.38 | NA | NA | … | … | 14.49 | 26.99 | 8.61 | 11.61 | 38.70 | 11.84 | 34.50 | 6.18 | 19.01 | 4.79 | 14.66 | 11.21 | 9.80 | 5.71 | 14.53 | 30.54 | 20.47 | 25.42 | 50.82 | 10.75 | 12.96 | 9.78 | 7.06 | 16.36 | 45.85 | 12.61 | 28.50 | 14.77 | 47.44 | 20.14 | 22.65 | 17.49 | 12.33 | 11.15 | 11.83 | 10.44 | 34.14 | 13.59 | 10.58 | 44.11 | 15.84 |
| Yield(%) | 0.00 | 16.29 | 10.53 | 5.28 | 6.46 | 8.90 | 8.78 | … | … | 0.00 | 16.19 | 7.77 | 3.77 | 0.82 | 1.54 | 0.11 | 5.25 | 6.60 | 8.43 | 2.30 | 16.53 | 9.85 | 19.95 | 9.81 | 7.63 | 0.42 | 0.33 | 1.33 | 4.41 | 0.00 | 0.66 | 0.43 | 0.30 | 2.22 | 13.84 | 24.12 | 7.28 | 0.00 | 24.99 | 3.36 | 1.72 | 1.47 | 0.84 | 0.18 | 0.37 | 0.79 | 1.67 | 0.00 | 0.16 | 0.12 |
Data as of 06/05/2026, Common starting date is 05/21/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARNX (PARNASSUS FUND INVESTOR SHARES) |
-14.85%
Mar 2000 – Mar 2003 |
-6.25%
Feb 2004 – Feb 2009 |
-1.67%
Jun 2000 – Jun 2010 |
2.43%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARNX (PARNASSUS FUND INVESTOR SHARES) |
34.58%
Aug 1998 – Aug 2001 |
26.83%
Feb 2009 – Feb 2014 |
18.55%
Oct 1990 – Oct 2000 |
13.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart