PhenixFIN (PFX) Assets Average (2022 - 2026)

PhenixFIN (PFX) has 5 years of Assets Average data on file, last reported at $306.5 million in Q1 2026.

• Assets Average for Q1 2026 came in at $306.5 million, changed 0.05% year-over-year; the trailing twelve-month figure through Mar 2026 was $306.5 million (changed 0.05% YoY), and the FY2025 annual result was $309.8 million, up 14.23% from the prior year.
• Assets Average declined to $306.5 million in Q1 2026 per PFX's latest filing, from $312.1 million in the prior quarter.
• Over five years, Assets Average peaked at $312.1 million in Q4 2025 and troughed at $209.7 million in Q1 2023.
• A 5-year average of $266.6 million and a median of $260.8 million in 2024 frame the typical range for Assets Average.
• The sharpest annual moves came in 2024 and 2026: Assets Average gained 28.72% in 2024, then rose 0.05% in 2026.
• A 5-year view of Assets Average shows it stood at $212.1 million in 2022, then advanced by 12.56% to $238.8 million in 2023, then grew by 28.72% to $307.3 million in 2024, then grew by 1.56% to $312.1 million in 2025, then retreated by 1.82% to $306.5 million in 2026.
• Business Quant data shows PFX's Assets Average at $306.5 million in Q1 2026, $312.1 million in Q4 2025, and $311.9 million in Q3 2025.