Mutual Fund Performance for the First Month of 2011

This was shared by one of my most admired guru in the line of investing in his Facebook post so I thought of sharing the same to my friends and clients as well. It’s the Philippine Mutual Funds Performance for the first month of 2011 or January 2011 to be exact.

Everyone of us is very much optimistic since it’s the start of the New Year but it turns out that the first month isn’t that very positive at all.

To quote Henry’s post:

One month return on Philippine mutual funds are mostly negative. ATR KimEng’s AsiaPlus Recovery Fund leads the way among all funds with 1.18% return in 1 month. Most other equity funds are down over 5% in 1 month!

Below is the fund performance on Equity Funds.

Here’s the complete listing of Philippine Mutual Fund Performance for January 2011.

But of course, if your investment horizon is for the long term, you wouldn’t be shaken with returns like these as you know that the market (stock market that is) simply up and down. And in that case, all you have to do is regularly do your investments, nothing less.

The following two tabs change content below.
Garry Zaldy de Castro is an advocate, Financial Advisor, Certified Investment Solicitor (Mutual Fund Representative), blogger, IT practitioner, husband to Aileen and a dad to Jacob and JohnD. He started Financial Planning Philippines in 2008 just to share his financial learning to friends, relatives and anyone who wishes to be financially independent.


  1. The upside of this is, your investment this month will buy more shares. If you’re in it for the long term, this month’s prices are sweet. Some would even hold off investing this month just to wait for even lower NAVPS. Personally, I don’t try to time the market. Like you said, just make your regular investment and let cost averaging take care of the rest.

    1. Definitely right JP. It’s hard to time the market. You really can’t tell if it’s still going down or you’ve reached the bottom. The best way is regularly putting your investments or better known as Peso Cost Averaging. I’ve written an article on that here with an investment horizon of 5 years.

      BTW, I’ve checked your blog and it’s very educational. You rock!

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.