Parnassus Mid Cap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1984 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1985 | 0 | 0 | 1.07 | 0 | 1.58 | -0.65 | 1.44 | -0.58 | -5.38 | 3.9 | 12.52 | 4.22 | 18.6 |
| 1986 | 1.29 | 6.16 | 2.72 | 2.7 | 1.17 | -3.97 | -11.64 | 11.21 | -5.3 | 2.36 | 2.68 | -5.54 | 1.8 |
| 1987 | 16.64 | 12.61 | 0.25 | -1.39 | -1.96 | -0.26 | 5.84 | 3.17 | -1.28 | -32.47 | -8.44 | 5.69 | -10.6 |
| 1988 | 3.84 | 14.9 | 4.98 | 4.25 | -1.56 | 8.18 | -3.52 | -2.63 | 4.59 | 1.95 | -2.71 | -6.58 | 26.6 |
| 1989 | 7.97 | -0.41 | -0.32 | 1.23 | 4.1 | -2.42 | 2.39 | 1.08 | -1.29 | -6.08 | -1.25 | -1.87 | 2.5 |
| 1990 | -5.87 | 2.58 | 1.26 | -2.53 | 7.84 | 0.61 | -3.75 | -14.23 | -11.42 | -6.93 | 7.51 | 4.21 | -21.2 |
| 1991 | 14.29 | 8.21 | 8.19 | 2 | 5.42 | -5.36 | 0.68 | 1.36 | -1.16 | 5.66 | -5.87 | 7.34 | 46.6 |
| 1992 | 11.43 | 4.42 | -2.59 | 0.6 | 1.75 | -6.23 | 3.24 | -4.12 | 2.33 | 7.29 | 9.49 | -1.57 | 27.4 |
| 1993 | 5.08 | -1.59 | 1.55 | -1.34 | 4 | -1.89 | -2.97 | 4.66 | 0.72 | 3.52 | 2.36 | -6.58 | 7 |
| 1994 | 3.05 | 2.84 | -2.2 | -2.4 | -1.86 | -1.77 | 3.22 | 6.62 | 0.7 | 3.14 | -2.68 | -3.59 | 4.6 |
| 1995 | 0.82 | 0.6 | 4.18 | 0.37 | 2.7 | 5.03 | 0.69 | -1.32 | -0.64 | -9.2 | 3.09 | -6.91 | -1.6 |
| 1996 | -1.48 | -0.42 | -1.54 | 10.85 | 2.32 | -7.64 | -11.57 | 5.84 | 2.76 | 3.33 | 10.33 | 0.64 | 11.7 |
| 1997 | 4.65 | 0.83 | -1.13 | 1.67 | 13.32 | 2.08 | 11.3 | 4.79 | 4.49 | -8.3 | -1.61 | -3.82 | 29.8 |
| 1998 | -3.72 | 11.6 | -0.63 | 3.35 | -11.79 | -4.86 | -11.12 | -23.73 | 11.68 | 13.61 | 12.86 | 12.79 | 1.4 |
| 1999 | 11.56 | -13.06 | 3.5 | 2.83 | 2.06 | 9.59 | 1.7 | 0.73 | -1.73 | 4.84 | 6.73 | 13.63 | 47.8 |
| 2000 | 5.76 | 9.72 | 9.17 | -1.9 | -0.14 | 2.04 | -5.89 | 5.43 | -12.11 | -0.84 | -8.18 | 0.93 | 1.5 |
| 2001 | 6.04 | -5.24 | -2.84 | 5.33 | -0.45 | 0.87 | 0.76 | -3.26 | -5.8 | 7.31 | 5.47 | 0.52 | 7.9 |
| 2002 | 0.97 | -8.25 | 5.31 | -6.23 | -2.48 | -9.88 | -9.08 | -2.81 | -15.18 | 14.67 | 20.32 | -13.47 | -28.1 |
| 2003 | 0.19 | -0.97 | 0.08 | 8.55 | 5.5 | 1.09 | 0.61 | -0.33 | -0.13 | 0.27 | 0.3 | 0.91 | 16.8 |
| 2004 | 1.63 | 0.36 | -1.83 | -1.96 | 1.22 | 0.5 | -1.7 | 1.15 | 1.78 | -2.11 | 2.66 | 2.3 | 3.9 |
| 2005 | -2.48 | 0.56 | -0.49 | -2.83 | 3.36 | -0.16 | 3.09 | -1.95 | -2.08 | -2.26 | 7.2 | 1.06 | 2.6 |
| 2006 | 4.42 | 1.03 | 1.97 | -0.62 | -4.84 | -0.9 | -2.82 | 6.6 | 3.41 | 5.11 | 1.81 | -1.07 | 14.4 |
| 2007 | 1.52 | -0.33 | -0.27 | 4.92 | 2.74 | 0.63 | -3 | 3.61 | 2.56 | 3.23 | -6.23 | -3.48 | 5.4 |
| 2008 | -3 | -2.48 | -1.3 | 4.94 | 5.29 | -9.94 | 0.85 | 4.6 | -8.46 | -19.98 | -12.72 | 5.21 | -34.1 |
| 2009 | -6.74 | -6.45 | 13.22 | 19.53 | -0.29 | -0.43 | 11.5 | 4.9 | 2.54 | -3.56 | 4.35 | 4.58 | 47.9 |
| 2010 | -3.42 | 4.97 | 5.67 | 4.64 | -8.87 | -9.11 | 7.55 | -6.13 | 11.52 | 2.77 | -0.21 | 8.86 | 16.7 |
| 2011 | 5.24 | 3.47 | -3.61 | 4.07 | -2.28 | -5.92 | -2.88 | -9.88 | -7.9 | 14.98 | 0.99 | 0.95 | -5.1 |
| 2012 | 7.81 | 4.84 | 3.99 | -1.96 | -7.59 | 4.96 | 0.46 | 4.88 | 3.13 | -2.99 | 3.37 | 3.5 | 26.1 |
| 2013 | 5.15 | -1.87 | 2.53 | 1.37 | 4.55 | 0.59 | 6.57 | -3.71 | 6.47 | 2.54 | 1.7 | 4.47 | 34.2 |
| 2014 | -2.46 | 5.88 | -0.13 | -1.44 | 3.2 | 3.03 | -3.01 | 5.01 | -3.53 | 2.2 | 4.56 | 1.05 | 14.7 |
| 2015 | -3.31 | 7.61 | -1.22 | 0.02 | 1.72 | -1.25 | 2.05 | -5.23 | -3.14 | 6.73 | 0.25 | -3.16 | 0.2 |
| 2016 | -9.89 | 3.95 | 5.54 | -1.7 | 3.48 | -2.19 | 4.45 | 4.04 | 0.28 | -3.09 | 6.2 | 2.83 | 13.5 |
| 2017 | 2.27 | 2.35 | 0.38 | 0.85 | 0.76 | 2.54 | 0.67 | -2 | 2.64 | 0.82 | 3.24 | 0.64 | 16.1 |
| 2018 | 3.58 | -3.8 | -3.08 | -0.41 | -0.37 | 1.82 | 1.91 | 3.52 | 0.85 | -6.61 | 4.31 | -10.81 | -9.8 |
| 2019 | 9.52 | 3.74 | 1.37 | 2.72 | -4.65 | 6.45 | 3 | -2.21 | 0.96 | -0.16 | 2.47 | -0.34 | 24.5 |
| 2020 | 1.92 | 7.33 | 3.83 | 9.13 | 11 | -14.24 | -6.47 | 0.14 | -6.77 | -0.38 | 12.42 | 2.55 | 21.7 |
| 2021 | -3.3 | 3.35 | 3.86 | 4.98 | -2.75 | 4.47 | 2.54 | 1.02 | -5.83 | 6.43 | -5.62 | -0.66 | 4.8 |
| 2022 | -14.81 | -1.79 | 0.82 | -12.41 | -3.26 | -7.87 | 12.72 | -5.21 | -9.03 | 4.76 | 3.8 | -5.6 | -34.3 |
| 2023 | 12.94 | -1.17 | 1.89 | -3.29 | 0.73 | 7.11 | 3.87 | -1.11 | -3.76 | -3.61 | 8.41 | 7.24 | 31.4 |
| 2024 | -1.19 | 10.7 |