PhenixFIN (PFX) Accumulated Expenses (2022 - 2026)
PhenixFIN's (PFX) quarterly Accumulated Expenses came in at $1.1 million in Q1 2026, up 4.89% year-on-year from $1.1 million in Q1 2025, and down 2.37% on a QoQ basis from $1.2 million in Q4 2025.
PhenixFIN (PFX) Accumulated Expenses (2022 - 2026) Analysis & Trends
PhenixFIN (PFX) has 5 years of Accumulated Expenses data on file, last reported at $1.1 million in Q1 2026.
- On a quarterly basis, Accumulated Expenses rose 4.89% year-over-year to $1.1 million in Q1 2026; TTM through Mar 2026 was $1.1 million, a 4.89% increase from a year earlier, with the FY2025 full-year figure at $1.2 million, up 54.62% from the prior year.
- Accumulated Expenses for Q1 2026 stood at $1.1 million, down from $1.2 million in the prior quarter.
- Over the last five years, Accumulated Expenses for PFX reached as high as $1.2 million in Q2 2025 and fell as low as $503125.0 in Q3 2022.
- Historically, Accumulated Expenses has averaged $838157.1 across 5 years, with a median of $724564.0 in 2024.
- Across the five-year window, Accumulated Expenses retreated 22.33% in 2024 and soared 133.25% in 2025, its largest moves.
- Year by year, Accumulated Expenses stood at $503125.0 in 2022, then surged by 43.37% to $721341.0 in 2023, then soared by 42.7% to $1.0 million in 2024, then gained by 12.58% to $1.2 million in 2025, then dropped by 2.37% to $1.1 million in 2026.
- Per Business Quant data, the three most recent Accumulated Expenses figures were $1.1 million in Q1 2026, $1.2 million in Q4 2025, and $1.2 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - |
| 10 | PhenixFIN | 85.65 Mn | -213.24 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.13 Mn |
| Dec 31, 2025 | 1.16 Mn |
| Sep 30, 2025 | 1.19 Mn |
| Jun 30, 2025 | 1.21 Mn |
| Mar 31, 2025 | 1.08 Mn |
| Dec 31, 2024 | 1.03 Mn |
| Sep 30, 2024 | 768,043.00 |
| Jun 30, 2024 | 520,057.00 |
| Mar 31, 2024 | 724,564.00 |
| Dec 31, 2023 | 721,341.00 |
| Sep 30, 2023 | 690,398.00 |
| Jun 30, 2023 | 669,577.00 |
| Mar 31, 2023 | 673,294.00 |
| Dec 31, 2022 | 503,125.00 |
| Sep 30, 2022 | 503,125.00 |