Fund Name |
YOY Return |
YTD Return |
Stock Funds |
Primarily invested in Peso securities |
Philippine Stock Index Fund Corp. |
20.8% |
8.15% |
Philequity PSE Index Fund Inc. |
18.64% |
7.78% |
ATRKE Equity Opportunity Fund, Inc. |
20.26% |
7.76% |
Philequity Fund, Inc. |
19.2% |
6.4% |
ATRKE Alpha Opportunity Fund, Inc. |
n.a. |
4.74% |
ALFM Growth Fund, Inc |
9.51% |
3.08% |
First Metro Save and Learn Equity Fund,Inc. |
9.95% |
2.69% |
Sun Life Prosperity Philippine Equity Fund, Inc. |
12.49% |
1.03% |
Philam Strategic Growth Fund, Inc. |
6.61% |
-0.34% |
United Fund, Inc. |
2.38% |
-4.02% |
Primarily invested in foreign currency securities |
ATR KimEng AsiaPlus Recovery Fund, Inc. |
5.47% |
-2.4% |
Balanced Funds |
Primarily invested in Peso securities |
Optima Balanced Fund, Inc. |
23.04% |
10.46% |
ATRKE Philippine Balanced Fund, Inc. |
19.8% |
9.59% |
First Metro Save and Learn Balanced Fund Inc. |
11.48% |
4.59% |
Sun Life of Canada Prosperity Balanced Fund, Inc. |
10.79% |
1.9% |
Bahay Pari Solidaritas Fund, Inc. |
7.01% |
1.46% |
Philam Fund, Inc. |
3.57% |
-1.02% |
NCM Mutual Fund of the Phils., Inc |
3.2% |
-1.38% |
PAMI Horizon Fund, Inc. |
2% |
-1.66% |
|
|
|
Primarily invested in foreign currency securities |
Sun Life Prosperity Dollar Advantage Fund, Inc. |
7.13% |
5.39% |
PAMI Asia Balanced Fund, Inc. |
1.53% |
-2.58% |
Cocolife Dollar Fund Builder, Inc. |
-9.78% |
-10.18% |
|
|
|
Bond Funds |
Primarily invested in Peso securities |
First Metro Save and Learn Fixed Income Fund,Inc. |
26.01% |
18.27% |
Philequity Peso Bond Fund, Inc. |
19.3% |
15.45% |
Ekklesia Mutual Fund Inc. |
11.23% |
8.46% |
Prudentialife Fixed Income Fund Inc. |
11.84% |
8.35% |
Philam Bond Fund, Inc. |
12.48% |
8.29% |
Sun Life of Canada Prosperity Bond Fund, Inc. |
8.4% |
6.51% |
Grepalife Bond Fund Corporation |
10.75% |
6.12% |
ALFM Peso Bond Fund, Inc. |
7% |
4.8% |
Sun Life Prosperity GS Fund, Inc. |
5.94% |
4.67% |
Cocolife Fixed Income Fund, Inc. |
5.24% |
3.41% |
Primarily invested in foreign currency securities |
|
|
|
Grepalife Fixed Income Fund Corp. |
10.88% |
7.98% |
ALFM Euro Bond Fund, Inc. |
3.14% |
0.23% |
MAA Privilege Euro Fixed Income Fund, Inc. |
n.a. |
-1.39% |
Philequity Dollar Income Fund Inc. |
-2.84% |
-4.49% |
ALFM Dollar Bond Fund, Inc. |
-2.61% |
-4.87% |
ATR KimEng Total Return Bond Fund Inc. |
-5.2% |
-5.96% |
PAMI Global Bond Fund, Inc |
-7.23% |
-6.54% |
Grepalife Dollar Bond Fund Corp. |
-5.28% |
-6.9% |
Philam Dollar Bond Fund, Inc. |
-9.66% |
-11.44% |
Sun Life Prosperity Dollar Abundance Fund, Inc. |
-11.89% |
-12.83% |
MAA Privilege Dollar Fixed Income Fund, Inc. |
-14.14% |
-15.9% |
Money Market Funds |
Primarily invested in Peso securities |
ALFM Money Market Fund, Inc. |
2.66% |
1.66% |
Philam Managed Income Fund, Inc. |
1.11% |
0.65% |
First Metro Save and Learn Money Market Fund,Inc. |
1.16% |
0.57% |
Sun Life Prosperity Money Market Fund, Inc. |
-0.2% |
-0.27% |
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