Parnassus Core Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1992 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 1.52 | 1.82 | 4.02 | 0 |
| 1993 | 2.66 | 3.92 | 3.34 | -2.21 | 0.81 | 4.38 | -0.22 | 2.24 | 1.2 | 0.49 | -2.18 | 0.39 | 15.6 |
| 1994 | 0.4 | -2.62 | -3.46 | 0.12 | -1.96 | -2.13 | 2.59 | 2.97 | -1.41 | -0.38 | -2.03 | 2.64 | -5.4 |
| 1995 | 3.06 | 3.4 | 0.42 | 3.13 | 4.78 | 0.28 | 0.95 | 1.94 | 2.73 | 1.4 | 3.65 | 1.61 | 30.9 |
| 1996 | 0.26 | -1.12 | -0.05 | 0.68 | 1.81 | 1.37 | -1.93 | 2.12 | 0.83 | 1.02 | 3.27 | -1.31 | 7 |
| 1997 | 0.7 | 0.86 | -3.12 | 1.38 | 3.11 | 2.7 | 3.91 | -0.85 | 2.89 | -0.1 | 3.04 | 4.24 | 20.2 |
| 1998 | -3 | 3.14 | 3.7 | 1.46 | -2.41 | -0.88 | -3.33 | -14.12 | 6.47 | 9.16 | 7.28 | 5.41 | 11.1 |
| 1999 | 5.51 | -5.93 | 1.23 | 4.31 | 1.09 | 5.05 | -0.72 | 0.86 | -2.85 | 4.77 | 2.78 | 5.31 | 22.8 |
| 2000 | 0.56 | 0.17 | 8.33 | 0.04 | 1.67 | 0.26 | -1.68 | 4.57 | -5.29 | -0.28 | -5.09 | 3.57 | 6.2 |
| 2001 | 2.84 | -2.76 | -2.72 | 5.98 | 1.05 | 0.36 | 1.67 | -2.35 | -4.6 | 4.45 | 4.71 | 1.56 | 10 |
| 2002 | 1.2 | -1.89 | 2.73 | -1.46 | -0.38 | -4.56 | -3.92 | 0.15 | -9.16 | 12.24 | 9.35 | -5.6 | -3.2 |
| 2003 | -0.8 | -1.38 | 1.38 | 5.41 | 2.59 | 0.69 | 0.75 | 0.04 | 0.24 | 1.98 | 1.08 | 2.85 | 15.7 |
| 2004 | 1.83 | 1.31 | -0.7 | -2 | 1.17 | 1.26 | -3.24 | 2.88 | 0.77 | -0.04 | 2.85 | 3.04 | 9.3 |
| 2005 | -2.32 | 1.47 | -0.61 | -1.84 | 2.08 | 0.4 | 3.95 | -1.45 | -0.5 | -1.68 | 3.44 | -0.13 | 2.6 |
| 2006 | 3.25 | 0.65 | 1.26 | 1.63 | -2.89 | 0.39 | 0.16 | 3.45 | 2.11 | 3.05 | 1.4 | -0.5 | 14.7 |
| 2007 | 2.86 | 0 | 0.6 | 4.25 | 4.12 | -1.39 | -3.32 | 1.36 | 3.05 | 3.8 | -2.63 | 1.02 | 14.2 |
| 2008 | -5.61 | -0.67 | -0.12 | 5.46 | 2.29 | -4.93 | 2.11 | 2.19 | -4.88 | -15.41 | -7.06 | 2.83 | -22.9 |
| 2009 | -5.39 | -10.14 | 4.76 | 10.76 | 3.96 | 2.19 | 6.14 | 1.46 | 4.19 | 0.31 | 5.69 | 3.26 | 28.7 |
| 2010 | -3.48 | 2.2 | 5.29 | 0.47 | -7.66 | -4.12 | 6.19 | -5.53 | 8.76 | 2.78 | -1.07 | 6.23 | 8.9 |
| 2011 | 3 | 2.58 | -0.4 | 3.58 | -1.5 | -2.71 | -0.92 | -5.14 | -5.39 | 8.05 | 1.45 | 1.28 | 3.1 |
| 2012 | 2.24 | 3.12 | 2.08 | 0.88 | -4.77 | 3.09 | 2.87 | 1.71 | 2.28 | -1.01 | 1.25 | 0.98 | 15.5 |
| 2013 | 6.23 | 1.93 | 4.08 | 1.25 | 1.57 | -1.39 | 4.94 | -2.3 | 4.1 | 5.64 | 1.33 | 2.65 | 34 |
| 2014 | -3.73 | 4.22 | 0.47 | 2.98 | 2.24 | 2.05 | -2.76 | 3.7 | -1.37 | 3.43 | 2.44 | 0.33 | 14.5 |
| 2015 | -3.37 | 4.04 | -1.31 | -0.47 | 1.47 | -1.39 | 2.5 | -4.44 | -1.94 | 6.86 | 0.3 | -2.24 | -0.6 |
| 2016 | -4.33 | 1.33 | 5.82 | -1.14 | 2.3 | -0.4 | 2.84 | 1.82 | -0.17 | -2.9 | 3.21 | 1.98 | 10.4 |
| 2017 | 1.99 | 1.92 | 0.42 | 0.86 | 0.8 | 0.75 | 1.44 | 0.07 | 1.81 | 1.9 | 3.46 | 0.13 | 16.6 |
| 2018 | 4.85 | -4.2 | -0.7 | 1.01 | 0.56 | 1.04 | 5.02 | 2.63 | 0.09 | -5.35 | 4.02 | -8.31 | -0.3 |
| 2019 | 6.36 | 4.15 | 2.08 | 3.92 | -4.47 | 6.69 | 1.88 | -0.08 | 0.32 | 0.31 | -3.47 | 1.84 | 20.6 |
| 2020 | 0.11 | -7.73 | -10.27 | 10.16 | 4.39 | 2.33 | 6.8 | 6.16 | -7.32 | -2.53 | 10.28 | 3.36 | 14.1 |
| 2021 | -8.73 | 3.98 | 4.75 | 12.72 | 0.66 | 1.99 | 3.26 | 2.81 | -5.78 | 5.86 | -6.32 | 3.75 | 18.2 |
| 2022 | -5.03 | -3.92 | 3.25 | -8.24 | -1.17 | -6.74 | 7.94 | -4.27 | -10.09 | 7.86 | -1.8 | -5.63 | -26 |
| 2023 | 5.48 | -2.57 | 4.5 | 1.55 | 0.04 | 5.67 | 3.38 | -1.27 | -5.42 | -1.63 | 3.11 | 4.04 | 17.5 |
| 2024 | 1.69 | 4.46 | 3.43 | -3.04 | 8.1 |