Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/24/2015.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PARSX (Parnassus Small-Cap) | NA | 4.65% | 5.48% | 4.67% | NA | NA | NA | 7.80% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARSX (Parnassus Small-Cap) | 06/06/2005 | 04/24/2015 |
The return data shown below all have the same latest date: 04/24/2015.
AR inception is since 06/06/2005.
AR inception is since 06/06/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 4.65 | 5.48 | 4.67 | NA | NA | NA | 7.80 | -1.81 | 0.98 | 28.33 | 1.46 | -13.29 | 37.37 | 42.50 | -25.07 | -3.92 | 18.76 | 4.92 |
| Sharpe Ratio | NA | 0.30 | 0.29 | 0.20 | NA | NA | NA | 0.24 | -0.40 | 0.06 | 1.92 | 0.06 | -0.40 | 1.73 | 1.16 | -0.56 | -0.41 | 0.99 | 0.63 |
| Standard Deviation(%) | NA | 15.52 | 18.54 | 22.85 | NA | NA | NA | 26.18 | 14.37 | 15.77 | 14.74 | 24.68 | 33.23 | 21.59 | 36.68 | 46.12 | 16.97 | 15.74 | 10.03 |
| Draw Down(%) | NA | 14.43 | 25.02 | 33.56 | NA | NA | NA | 51.64 | 6.56 | 14.43 | 8.26 | 28.25 | 32.75 | 17.33 | 31.26 | 49.33 | 14.05 | 11.55 | 7.55 |
| Yield(%) | 0.00 | 19.33 | 10.54 | 7.58 | 6.46 | 4.31 | 3.23 | 7.18 | 0.00 | 18.61 | 7.01 | 0.02 | 2.80 | 3.54 | 0.61 | 0.23 | 1.88 | 4.91 | 2.53 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARSX (Parnassus Small-Cap) |
-12.47%
Feb 2006 - Feb 2009 |
0.23%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARSX (Parnassus Small-Cap) |
31.95%
Feb 2009 - Feb 2012 |
20.74%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart