Philequity Fund, Inc.


Fund Performance

 

Actual Returns (%) as of July 08, 2025
    Returns YTD Past 1 Mo Past 6 Mo Past 1 Yr Past 3 Yrs Since Launch
    PEFI 2.93 -1.3 3.06 4.67 12.55 3151.26
    PSEi -1.46 0.89 -0.97 -1.47 1.13 129.92

NAVPS Graph



Calendar Year Returns (%) as of July 08, 2025
    Returns 2025
YTD
2024 2023 2022 2021 2020
    PEFI 2.93 4.19 1.03 -6.63 2.56 -8.25
    PSEi -1.46 1.22 -1.77 -7.81 -0.24 -8.64


Compounded Annual Growth Rate (CAGR, %) as of July 08, 2025
10 years 0.03
5 years 3.31
3 years 4.02