# Parnassus Value Equity Institutional (PFPWX)

> Source: Nexqual · https://nexqual.com/PFPWX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Parnassus Value Equity Institutional (PFPWX), nexqual.com/PFPWX" · informational, not investment advice.

**Price:** USD 64.75 (-0.77% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 65.25 · day 64.75–64.75 · 52w 53.6–67.16 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +19.2% vs S&P 500 +13.4%; 5Y +60.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +19.2% | +60.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +19.3% | +9.9% |
| Volatility (annualized) | 12.1% | 16.2% |
| Max drawdown | -8.9% (Feb 2026→Mar 2026) | -25.4% (Jan 2022→Sep 2022) |

## Peers
PRILX (Parnassus Core Equity Fund-Inst) USD 61.19 +0.00% · PFPMX (Parnassus Mid Cap Fund - Instit) USD 40.06 -0.00% · PFPRX (Parnassus Mid Cap Growth Fund I) USD 55.91 +0.00% · PARWX (Parnassus Endeavor Fund - Inves) USD 64.4 -0.00% · RYATX (Rydex Series Fds, Nasdaq-100 Fu) USD 93.62 -0.00%

## More
Full page: https://nexqual.com/PFPWX · 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

