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
DateValue
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