PARWX vs. VAFAX

In the year-to-date period, PARWX achieves a 4.84% return, which is significantly higher than VAFAX's 3.58% return. Over the past 10 years, PARWX has outperformed VAFAX with an annualized return of 8.01%, while VAFAX has yielded a comparatively lower 6.23% annualized return.

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PARWX has a 0.88% expense ratio, which is lower than VAFAX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Parnassus Endeavor Fund (PARWX) and Invesco American Franchise Fund Class A (VAFAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PARWX Sharpe Ratio is 0.58, which is lower than the VAFAX Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of PARWX and VAFAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PARWX's dividend yield for the trailing twelve months is around 1.02%, while VAFAX has not paid dividends to shareholders.

The maximum PARWX drawdown since its inception was -48.96%, smaller than the maximum VAFAX drawdown of -54.26%. Use the drawdown chart below to compare losses from any high point for PARWX and VAFAX. For additional features, visit the drawdowns tool.

The current volatility for Parnassus Endeavor Fund (PARWX) is 3.61%, while Invesco American Franchise Fund Class A (VAFAX) has a volatility of 7.71%. This indicates that PARWX experiences smaller price fluctuations and is considered to be less risky than VAFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.