PRILX
Parnassus Core Equity Fund Institutional Shares
Mutual fund
$61.87+0.66 (+1.08%)Close Oct 2, 2026
Apr 28, 2006 – Oct 2, 2026, Dividends reinvested
- Final balance
- $85,889
- CAGR
- +11.10%
- Max drawdown
- −45.52%
- Sharpe ratio
- 0.68
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.88%
- 3M
- +1.44%
- 6M
- +16.02%
- YTD
- +10.36%
- 1Y
- +11.52%
- 3Y
- +17.96%
- 5Y
- +10.46%
- 10Y
- +13.79%
- 15Y
- +14.63%
- 20Y
- +11.20%
- Since 2006
- +11.10%
Metrics
Since 2006| Volatility | 17.72% |
|---|---|
| Sortino ratio | 0.97 |
| Calmar ratio | 0.24 |
| Best year, 2013 | +34.16% |
| Worst year, 2008 | −22.71% |
| Positive years | 15 of 19 |
| Longest drawdown | 3.1 years |
Worst drawdowns
Since 2006| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −45.5% | Oct 2007 | Mar 2009 | Dec 2010 | 3.1 years |
| −30.0% | Feb 2020 | Mar 2020 | Aug 2020 | 5 months |
| −26.2% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
| −17.0% | Apr 2011 | Oct 2011 | Feb 2012 | 10 months |
| −16.3% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
Annual returns
2006 from Apr 28 · 2026 through Oct 2