PhenixFIN (PFX) Equity Average (2021 - 2026)

PhenixFIN (PFX) has 6 years of Equity Average data on file, last reported at $154.8 million in Q1 2026.

• Quarterly Equity Average fell 3.77% year-over-year to $154.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $154.8 million (down 3.77% YoY) and the FY2025 annual result came in at $160.5 million, up 4.58% from the prior year.
• Equity Average declined to $154.8 million in Q1 2026 per PFX's latest filing, from $158.3 million in the prior quarter.
• Across five years, Equity Average topped out at $161.5 million in Q4 2024 and bottomed at $122.8 million in Q4 2022.
• The 5-year median for Equity Average is $152.5 million (2024), against an average of $146.9 million.
• The widest annual swing landed in 2022, when Equity Average declined 15.97%; it then increased 21.12% in 2023.
• Tracing PFX's Equity Average over 5 years: stood at $122.8 million in 2022, then increased by 21.12% to $148.7 million in 2023, then increased by 8.63% to $161.5 million in 2024, then slipped by 2.01% to $158.3 million in 2025, then retreated by 2.2% to $154.8 million in 2026.
• Per Business Quant, the three latest PFX Equity Average figures stand at $154.8 million (Q1 2026), $158.3 million (Q4 2025), and $158.7 million (Q3 2025).

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