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 September 16, 2024
    Returns 2024
YTD		 2023 2022 2021 2020 2019
    PEFI 11.09 1.03 -6.63 2.56 -8.25 3.45
    PSEi 10.14 -1.77 -7.81 -0.24 -8.64 4.68


Compounded Annual Growth Rate (CAGR, %) as of September 16, 2024
10 years 0.19
5 years -0.83
3 years 2.2