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 January 15, 2026
    Returns 2026
YTD		 2025 2024 2023 2022 2021
    PEFI 6.96 -1.75 4.19 1.03 -6.63 2.56
    PSEi 7.18 -7.29 1.22 -1.77 -7.81 -0.24


Compounded Annual Growth Rate (CAGR, %) as of January 15, 2026
10 years 1.59
5 years 0.87
3 years 1.67