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 May 12, 2021
    Returns 2021
YTD
2020 2019 2018 2017 2016
    PEFI -10.72 -8.25 3.45 -10.86 23.3 -1.33
    PSEi -12.65 -8.64 4.68 -12.76 25.11 -1.6


Compounded Annual Growth Rate (CAGR, %) as of May 12, 2021
10 years 4
5 years -2.47
3 years -6.31