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 24, 2020
    Returns 2020
YTD
2019 2018 2017 2016 2015
    PEFI -2.63 3.45 -10.86 23.3 -1.33 -9.17
    PSEi -2.45 4.68 -12.76 25.11 -1.6 -3.85


Compounded Annual Growth Rate (CAGR, %) as of January 24, 2020
10 years 11.03
5 years -0.6
3 years 1.49