PRFIX vs. STLG

In the year-to-date period, PRFIX achieves a -5.18% return, which is significantly lower than STLG's 1.64% return.

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PRFIX has a 0.68% expense ratio, which is higher than STLG's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Parnassus Fixed Income Fund (PRFIX) and iShares Factors US Growth Style ETF (STLG). 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 PRFIX Sharpe Ratio is -0.23, which is lower than the STLG Sharpe Ratio of 0.76. The chart below compares the historical Sharpe Ratios of PRFIX and STLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRFIX's dividend yield for the trailing twelve months is around 3.78%, more than STLG's 0.30% yield.

The maximum PRFIX drawdown since its inception was -21.14%, smaller than the maximum STLG drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for PRFIX and STLG. For additional features, visit the drawdowns tool.

The current volatility for Parnassus Fixed Income Fund (PRFIX) is 7.09%, while iShares Factors US Growth Style ETF (STLG) has a volatility of 8.10%. This indicates that PRFIX experiences smaller price fluctuations and is considered to be less risky than STLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.