Philequity Fund, Inc.


Fund Performance

 

Actual Returns (%) as of June 20, 2025
    Returns YTD Past 1 Mo Past 6 Mo Past 1 Yr Past 3 Yrs Since Launch
    PEFI 3.37 1.14 4.97 8.25 12.87 3165.24
    PSEi -2.9 0.07 -1.04 -0.08 0.09 126.57

NAVPS Graph



Calendar Year Returns (%) as of June 20, 2025
    Returns 2025
YTD
2024 2023 2022 2021 2020
    PEFI 3.37 4.19 1.03 -6.63 2.56 -8.25
    PSEi -2.9 1.22 -1.77 -7.81 -0.24 -8.64


Compounded Annual Growth Rate (CAGR, %) as of June 20, 2025
10 years -0.25
5 years 3.27
3 years 4.12