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Wednesday, February 2, 2011

Mutual Funds Performance in the Philippines for C.Y. 2010

Below are the data of Mutual Fund Performance in the Philippines for C.Y. 2010.

Peso Stock Funds 2010 Rank 2010 Return 2009 Return 2008 Return
First Metro Save and Learn Equity Fund, Inc. 1 63.37% 53.11% (30.7%)
Philam Strategic Growth Fund, Inc. 2 55.81% 47.41% (38.13%)
Philequity Fund, Inc. 3 54.25% 64.99% (40.67%)
ATR KimEng Equity Opportunity Fund, Inc. 4 51.82% 42.91% (41.46%)
Sun Life Prosperity Phil. Equity Fund, Inc. 5 41.24% 43.52% (37.59%)
Philequity PSE Index Fund Inc. 6 38.04% 59.17% (40.75%)
Philippine Stock Index Fund Corp. 7 37.56% 61.93% (48.28%)
United Fund, Inc. 8 23.32% 25.00% (14.28%)

Peso Balanced Funds 2010 Rank 2010 Return 2009 Return 2008 Return
First Metro Save and Learn Balanced Fund Inc. 1 61.97% 45.36% (6.27%)
ALFM Growth Fund, Inc. 2 53.72% 63.25% New
Philam Fund, Inc. 3 48.67% 36.91% (32.52%)
GSIS Mutual Fund, Inc. 4 47.31% 36.76% (31.5%)
MFCP Kabuhayan Fund, Inc. 5 42.26% 23.6% (29.2%)
Sun Life Prosperity Balanced Fund, Inc. 6 30.67% 21.7% (23.75%)
Optima Balanced Fund, Inc. 7 27.4% 21.46% (23.89%)
Bahay Pari Solidaritas Fund, Inc. 8 -0.75% New New
NCM Mutual Fund of the Phils., Inc No data No data New New

Dollar Balanced Funds 2010 Rank 2010 Return 2009 Return 2008 Return
Sun Life Prosperity Dollar Advantage Fund, Inc. 1 4.71% 9.00% (8.68%)
Cocolife Dollar Fund Builder, Inc. No data No data New New
 
Peso Bond Funds ↓ 2010 Rank 2010 Return 2009 Return 2008 Return
ALFM Peso Bond Fund, Inc. 4 9.07%  4.62% 4.26%
Cocolife Fixed Income Fund, Inc. 1 11.99%  12.64% 5.26%
Ekklesia Mutual Fund Inc. 8 6.54%  4.33% 1.96%
First Metro Save and Learn Fixed Income Fund, Inc. 2 11.56%  5.32% 2.33%
Grepalife Bond Fund Corporation 9 5.93% New New
Philam Bond Fund, Inc. 7 7.62%  5.52% 1.91%
Philequity Peso Bond Fund, Inc. 5 8.79%  6.58% 2.33%
Prudentialife Fixed Income Fund Inc. 10 5.1%  3.80% (5.0%)
Sun Life Prosperity Bond Fund, Inc. 6 7.85%  5.58% 1.53%
Sun Life Prosperity GS Fund, Inc. 3 10.93%  7.59% 0.57%

Foreign Currency Bond Funds 2010 Rank 2010 Return 2009 Return 2008 Return
Philam Dollar Bond Fund, Inc. 1 8.97%  17.76% (7.44%)
Philequity Dollar Income Fund Inc. 2 7.46%  12.39% (0.71%)
Sun Life Prosperity Dollar Abundance Fund, Inc. 3 7.39%  16.30% (7.08%)
Grepalife Fixed Income Fund Corp. 4 6.98%  21.87% (3.44%)
Grepalife Dollar Bond Fund Corp. 5 6.46%  No data (7.18%)
ALFM Dollar Bond Fund, Inc. 6 6.06%  5.22% 1.97%
ALFM Euro Bond Fund, Inc. 7 4.86%  6.32% 0.08%
MAA Privilege Euro Fixed Income Fund, Inc. 8 4.64%  19.53% (13.87%)
PAMI Global Bond Fund, Inc 9 0.48%  New New
MAA Privilege Dollar Fixed Income Fund, Inc. 10 (2.23%) 8.66% (3.21%)
ATR KimEng Total Return Bond Fund Inc. No data No data New New
Peso Money Market Funds 2010 Rank 2010 Return 2009 Return 2008 Return
ALFM Money Market Fund, Inc. 1 3.76%  New New
Philam Managed Income Fund, Inc. 2 2.11%  1.77% New
First Metro Save and Learn Money Market Fund, Inc. 3 1.74%  1.04% New
Sun Life Prosperity Money Market Fund, Inc. 4 0.78%  1.39% 2.05%
ATR KimEng Money Market Fund, Inc. 5 0.46%  1.26% (5.12%)









Posted by Angelo Train at 9:33 AM

5 comments:

  1. JPMarch 3, 2011 at 12:44 PM

    I think performance only tells part of the story. Long-term returns, company history, and the fees and charges should also be considered. Nice to see the data well laid-out.

    ReplyDelete
  2. Angelo TrainMarch 9, 2011 at 9:01 AM

    Above data po are YTD returns so dependent parin ung individual profit sa timing mo nang paglagay ng investment. Thanks for visiting my blog.

    ReplyDelete
  3. UnknownAugust 4, 2012 at 1:02 PM

    financial planner
    best investment options
    Yes your performance chart is very useful. Thank for sharing this post.

    ReplyDelete
  4. UnknownApril 15, 2014 at 11:17 AM

    Ask ko lang po meron po bang paraan para makuha ko ang asawa ko na nasa pilipinas Na mabigyan ako ng family visa actually pirmado na ang request ko ng general manager ng company namin problema lang wala ako certificate ng higher education diploma. Meron bang under the table para makuha ko ask lng po........

    ReplyDelete
  5. AnonymousFebruary 21, 2016 at 9:10 PM

    Ask ko LNG po,andito na ako sa Saudi na visahan po ako as a domestic helper bago palang ako dito,more than 1 month pa..gusto Kong bumalik sa agency ko dto sa Saudi at magpalipat ako ng visa skilled worker pwedi ba nila yong gawin..kasi po Hindi ko kaya sa bahay mag work..ano pong gawin ko..salamat po

    ReplyDelete

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