Parnassus Equity Income Portfolio

Scorecard
4 / 5 Stars
Lipper
5 5 5 4 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

Risk

Volatility Measurements

Updated 02.28.2014

Standard Deviation 10.94
Mean 1.22
Sharpe Ratio 1.34
Bear Market Decile Rank 11

Modern Portfolio Theory Statistics

Updated 02.28.2014

Standard Index
S&P 500 TR USD
Best Fit Index
Morningstar Large Cap TR USD
R-Squared 91.41 91.42
Beta 0.84 0.85
Alpha 2.75 2.52

See Also:

Top Parnassus Funds