Nasdaq - Delayed Quote USD

Parnassus Mid-Cap (PARMX)

38.40
+0.29
+(0.76%)
As of 8:06:57 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.87%
5y Average Return 9.88%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (May 14, 2025) 28.75%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 28.75%
Worst 3Y Total Return -0.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PARMX
Category
YTD
-3.42%
17.04%
1-Month
-0.74%
-0.01%
3-Month
-8.67%
5.47%
1-Year
5.66%
50.44%
3-Year
3.85%
13.15%
5-Year
8.31%
13.75%
10-Year
7.16%
11.35%
Last Bull Market
19.01%
25.95%
Last Bear Market
-11.76%
-22.55%

Annual Total Return (%) History

Year
PARMX
Category
2025
--
--
2024
9.99%
--
2023
12.67%
--
2022
-21.56%
--
2021
16.40%
--
2020
14.88%
12.39%
2019
28.75%
26.21%
2018
-6.64%
-11.15%

2017
15.79%
15.93%
2016
16.07%
14.14%
2015
-0.87%
-4.75%
2014
11.25%
7.80%
2013
28.24%
34.10%
2012
18.57%
16.15%
2011
3.34%
-3.81%
2010
18.72%
22.52%
2009
36.25%
37.39%
2008
-29.39%
-39.18%
2007
1.82%
4.85%
2006
15.78%
14.03%
2005
--
9.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.70% -- -- --
2024 8.35% -5.80% 12.36% -4.09%
2023 0.47% 4.00% -5.08% 13.61%
2022 -10.86% -11.76% -8.21% 8.65%
2021 3.16% 5.87% -2.07% 8.82%
2020 -23.58% 19.90% 8.61% 15.43%
2019 16.04% 4.96% 2.22% 3.42%
2018 -1.84% 3.43% 3.53% -11.18%
2017 5.33% 3.19% 2.36% 4.07%
2016 3.37% 4.94% 4.70% 2.20%

2015 1.82% -2.37% -5.05% 5.02%
2014 0.04% 6.77% -2.57% 6.89%
2013 9.78% 1.11% 7.24% 7.73%
2012 12.36% -1.76% 4.77% 2.53%
2011 10.68% 0.12% -17.33% 12.80%
2010 6.06% -8.37% 10.13% 10.94%
2009 -7.86% 18.31% 14.90% 8.77%
2008 -6.25% -2.27% -1.15% -22.03%
2007 1.09% 6.37% 1.00% -6.25%
2006 8.37% -4.04% 6.29% 4.76%
2005 -2.23% 3.98% -- --

Rank in Category (By Total Return)

YTD 19
1-Month 20
3-Month 37
1-Year 34
3-Year 84
5-Year 97

Load Adjusted Returns

1-Year 5.66%
3-Year 3.85%
5-Year 8.31%
10-Year 7.16%

Performance & Risk

YTD Return 1.87%
5y Average Return 9.88%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Parnassus
Net Assets 2.46B
YTD Return -3.42%
Yield 0.19%
Morningstar Rating
Inception Date Apr 29, 2005

Fund Summary

The fund normally invests at least 80% of its net assets in mid-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap® Index measured at the time of purchase. The Russell Midcap® Index includes approximately 800 of the smallest companies in the Russell 1000® Index. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies.

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