PRILX vs. AKRIX

In the year-to-date period, PRILX achieves a -3.37% return, which is significantly lower than AKRIX's 1.81% return. Over the past 10 years, PRILX has underperformed AKRIX with an annualized return of 4.76%, while AKRIX has yielded a comparatively higher 11.34% annualized return.

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PRILX has a 0.61% expense ratio, which is lower than AKRIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Parnassus Core Equity Institutional Shares (PRILX) and Akre Focus Fund (AKRIX). 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 PRILX Sharpe Ratio is -0.02, which is lower than the AKRIX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of PRILX and AKRIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRILX's dividend yield for the trailing twelve months is around 0.54%, while AKRIX has not paid dividends to shareholders.

The maximum PRILX drawdown since its inception was -42.00%, which is greater than AKRIX's maximum drawdown of -34.14%. Use the drawdown chart below to compare losses from any high point for PRILX and AKRIX. For additional features, visit the drawdowns tool.

Parnassus Core Equity Institutional Shares (PRILX) and Akre Focus Fund (AKRIX) have volatilities of 12.75% and 12.68%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.