PRBLX
Parnassus Core Equity Fund Investor Shares
Mutual fund
$61.61+0.66 (+1.08%)Close Oct 2, 2026
Aug 31, 1992 – Oct 2, 2026, Dividends reinvested
- Final balance
- $395,994
- CAGR
- +11.40%
- Max drawdown
- −42.20%
- Sharpe ratio
- 0.77
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.92%
- 3M
- +1.45%
- 6M
- +15.95%
- YTD
- +10.25%
- 1Y
- +11.34%
- 3Y
- +17.73%
- 5Y
- +10.24%
- 10Y
- +13.56%
- 15Y
- +14.41%
- 20Y
- +11.62%
- 25Y
- +11.07%
- 30Y
- +11.24%
- Since 1992
- +11.40%
Metrics
Since 1992| Volatility | 15.66% |
|---|---|
| Sortino ratio | 1.10 |
| Calmar ratio | 0.27 |
| Best year, 2013 | +34.04% |
| Worst year, 2008 | −22.94% |
| Positive years | 27 of 33 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 1992| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −42.2% | Jun 2008 | Mar 2009 | Mar 2010 | 1.8 years |
| −30.1% | Feb 2020 | Mar 2020 | Aug 2020 | 5 months |
| −26.3% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
| −22.2% | Mar 2002 | Oct 2002 | May 2003 | 1.2 years |
| −20.5% | Apr 1998 | Oct 1998 | Nov 1998 | 7 months |
Annual returns
1992 from Aug 31 · 2026 through Oct 2