Philequity Fund, Inc.

Snapshot

Recognized for its outstanding investment performance since its inception in 1994, Philequity Fund (PEFI) is the best option for investors who want to invest in the stock market but do not have the time and expertise to do so. PEFI gives investors access to a diversified stock portfolio managed by some of the best equity fund managers in the country.

NAVPS Graph

Calendar Year Returns (%) as of April 25, 2024
    Returns 2024
YTD		 2023 2022 2021 2020 2019
    PEFI 2.87 1.03 -6.63 2.56 -8.25 3.45
    PSEi 1.94 -1.77 -7.81 -0.24 -8.64 4.68


Compounded Annual Growth Rate (CAGR, %) as of April 25, 2024
10 years 0.45
5 years -2.2
3 years 3.08