Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFPMX (PARNASSUS MID CAP FUND INSTITUTIONAL SHARES) | 8.25% | 19.28% | 14.31% | 5.28% | 9.21% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFPMX (PARNASSUS MID CAP FUND INSTITUTIONAL SHARES) | 05/01/2015 | 06/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.19 | 19.28 | 14.31 | 5.28 | 9.21 | NA | NA | … | … | 8.25 | 13.09 | 10.27 | 12.90 | -21.45 | 16.62 | 15.17 | 29.01 | -6.39 | 16.04 | 16.28 | -2.25 |
| Sharpe Ratio | NA | 1.02 | 0.74 | 0.15 | 0.42 | NA | NA | … | … | 1.03 | 0.54 | 0.51 | 0.66 | -0.96 | 1.22 | 0.45 | 2.49 | -0.58 | 2.16 | 1.21 | -0.24 |
| Standard Deviation(%) | NA | 15.15 | 15.73 | 17.38 | 17.68 | NA | NA | … | … | 17.25 | 18.89 | 13.06 | 14.21 | 23.85 | 13.56 | 32.87 | 11.04 | 13.43 | 7.15 | 13.32 | 14.17 |
| Draw Down(%) | NA | 10.48 | 20.66 | 29.17 | 37.33 | NA | NA | … | … | 10.48 | 18.90 | 8.27 | 14.96 | 29.17 | 6.28 | 37.33 | 4.71 | 17.31 | 3.45 | 8.76 | 9.81 |
| Yield(%) | 0.00 | 10.38 | 8.38 | 5.71 | 6.41 | 4.67 | 3.50 | … | … | 0.00 | 10.68 | 10.25 | 2.71 | 3.69 | 5.51 | 0.60 | 5.43 | 3.72 | 4.84 | 3.30 | 6.07 |
Data as of 06/17/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFPMX (PARNASSUS MID CAP FUND INSTITUTIONAL SHARES) |
-1.69%
Apr 2021 – Apr 2024 |
3.75%
Sep 2018 – Sep 2023 |
8.51%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFPMX (PARNASSUS MID CAP FUND INSTITUTIONAL SHARES) |
20.11%
Dec 2018 – Dec 2021 |
14.56%
Apr 2016 – Apr 2021 |
10.26%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart