# FAM Value Institutional (FAMWX)

> Source: Nexqual · https://nexqual.com/FAMWX · data as of 2026-10-24 00:01 UTC · cite as "Nexqual, FAM Value Institutional (FAMWX), nexqual.com/FAMWX" · informational, not investment advice.

**Price:** USD 109.72 (-0.80% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 110.61 · day 109.72–109.72 · 52w 96.71–113.74 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +10.2% vs S&P 500 +13.4%; 5Y +38.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +10.2% | +38.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +10.2% | +6.8% |
| Volatility (annualized) | 13.9% | 16.6% |
| Max drawdown | -9.5% (Feb 2026→Mar 2026) | -22.4% (Dec 2021→Jun 2022) |

## Peers
SUSYX (U.S. Managed Volatility Fund Cl) USD 14.87 +0.00% · SSHVX (Sound Shore Fund - Institutiona) USD 43.34 -0.00% · BTMFX (Boston Trust Midcap Fund) USD 25.87 -0.54% · AWEIX (CIBC Atlas Disciplined Equity F) USD 32.05 +0.00% · HFCIX (Hennessy Focus Fd Inst Cl) USD 34.92 +0.00%

## More
Full page: https://nexqual.com/FAMWX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt