PRILX vs. VTHRX
Compare and contrast key facts about Parnassus Core Equity Institutional Shares (PRILX) and Vanguard Target Retirement 2030 Fund (VTHRX).
PRILX is managed by Parnassus. VTHRX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRILX or VTHRX.
Key characteristics
| PRILX | VTHRX | |
|---|---|---|
| YTD Return | 4.81% | 2.14% |
| 1Y Return | 21.73% | 12.21% |
| 3Y Return (Ann) | 6.70% | 1.51% |
| 5Y Return (Ann) | 13.08% | 6.39% |
| 10Y Return (Ann) | 11.95% | 6.59% |
| Sharpe Ratio | 1.82 | 1.37 |
| Daily Std Dev | 11.65% | 8.81% |
| Max Drawdown | -42.00% | -49.57% |
| Current Drawdown | -4.81% | -2.13% |
Correlation
The correlation between PRILX and VTHRX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PRILX vs. VTHRX - Performance Comparison
In the year-to-date period, PRILX achieves a 4.81% return, which is significantly higher than VTHRX's 2.14% return. Over the past 10 years, PRILX has outperformed VTHRX with an annualized return of 11.95%, while VTHRX has yielded a comparatively lower 6.59% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRILX vs. VTHRX - Expense Ratio Comparison
PRILX has a 0.61% expense ratio, which is higher than VTHRX's 0.08% expense ratio.
Risk-Adjusted Performance
PRILX vs. VTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Parnassus Core Equity Institutional Shares (PRILX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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.
Dividends
PRILX vs. VTHRX - Dividend Comparison
PRILX's dividend yield for the trailing twelve months is around 5.90%, more than VTHRX's 2.53% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRILX Parnassus Core Equity Institutional Shares | 5.90% | 6.18% | 10.34% | 7.94% | 6.04% | 8.23% | 9.89% | 7.37% | 3.99% | 9.84% | 3.30% | 6.58% |
VTHRX Vanguard Target Retirement 2030 Fund | 2.53% | 2.59% | 2.53% | 17.56% | 2.56% | 2.38% | 2.71% | 2.05% | 2.38% | 3.72% | 2.02% | 1.91% |
Drawdowns
PRILX vs. VTHRX - Drawdown Comparison
The maximum PRILX drawdown since its inception was -42.00%, smaller than the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for PRILX and VTHRX. For additional features, visit the drawdowns tool.
Volatility
PRILX vs. VTHRX - Volatility Comparison
Parnassus Core Equity Institutional Shares (PRILX) has a higher volatility of 4.00% compared to Vanguard Target Retirement 2030 Fund (VTHRX) at 2.66%. This indicates that PRILX's price experiences larger fluctuations and is considered to be riskier than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.