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.

• Equity Average for Q1 2026 came in at $154.8 million, down 3.77% year-over-year; the trailing twelve-month figure through Mar 2026 was $154.8 million (down 3.77% YoY), and the FY2025 annual result was $160.5 million, up 4.58% from the prior year.
• Equity Average eased to $154.8 million in Q1 2026 per PFX's latest filing, from $158.3 million in the prior quarter.
• Over five years, Equity Average peaked at $161.5 million in Q4 2024 and troughed at $122.8 million in Q4 2022.
• A 5-year average of $146.9 million and a median of $152.5 million in 2024 frame the typical range for Equity Average.
• The sharpest annual moves came in 2022 and 2023: Equity Average retreated 15.97% in 2022, then gained 21.12% in 2023.
• A 5-year view of Equity Average shows it stood at $122.8 million in 2022, then gained by 21.12% to $148.7 million in 2023, then gained by 8.63% to $161.5 million in 2024, then declined by 2.01% to $158.3 million in 2025, then slipped by 2.2% to $154.8 million in 2026.
• Business Quant data shows PFX's Equity Average at $154.8 million in Q1 2026, $158.3 million in Q4 2025, and $158.7 million in Q3 2025.