Philequity Fund, Inc.


Fund Performance

 

Actual Returns (%) as of September 18, 2025
    Returns YTD Past 1 Mo Past 6 Mo Past 1 Yr Past 3 Yrs Since Launch
    PEFI 0.28 -0.39 0.26 -6.66 6.37 3067.7
    PSEi -4.52 -0.88 -0.81 -12.89 -4.81 122.77

NAVPS Graph



Calendar Year Returns (%) as of September 18, 2025
    Returns 2025
YTD
2024 2023 2022 2021 2020
    PEFI 0.28 4.19 1.03 -6.63 2.56 -8.25
    PSEi -4.52 1.22 -1.77 -7.81 -0.24 -8.64


Compounded Annual Growth Rate (CAGR, %) as of September 18, 2025
10 years 0.06
5 years 3.77
3 years 2.08