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Parnassus Mid Cap Fund (PFPMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.23+0.10 (+0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.16%
5-year average return5.21%
Number of years up6
Number of years down2
Best 1-yr total return (27 June 2024)29.01%
Worst 1-yr total return (27 June 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
YTD1.47%17.04%
1-month0.82%-0.01%
3-month-3.82%5.47%
1-year17.62%50.44%
3-year-0.81%13.15%
5-year6.47%13.75%
10-year7.65%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)

YTD96
1-month98
3-month100
1-year88
3-year94
5-year97

Load adjusted returns

1-year17.62%
3-year-0.81%
5-year6.47%
10-year7.65%