PhenixFIN (PFX) Equity Ratio (2022 - 2026)

PhenixFIN (PFX) has 5 years of Equity Ratio data on file, last reported at 0.5 in Q1 2026.

• Quarterly Equity Ratio fell 4.8% year-over-year to 0.5 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.5 (down 4.8% YoY) and the FY2025 annual result came in at 0.51, down 4.19% from the prior year.
• Equity Ratio eased to 0.5 in Q1 2026 per PFX's latest filing, from 0.51 in the prior quarter.
• Across five years, Equity Ratio topped out at 0.63 in Q4 2023 and bottomed at 0.5 in Q1 2026.
• The 5-year median for Equity Ratio is 0.55 (2022), against an average of 0.57.
• The widest annual swing landed in 2023, when Equity Ratio increased 10.86%; it then fell 18.43% in 2025.
• Tracing PFX's Equity Ratio over 5 years: stood at 0.61 in 2022, then rose by 4.36% to 0.63 in 2023, then slipped by 17.64% to 0.52 in 2024, then dropped by 2.85% to 0.51 in 2025, then declined by 0.71% to 0.5 in 2026.
• Per Business Quant, the three latest PFX Equity Ratio figures stand at 0.5 (Q1 2026), 0.51 (Q4 2025), and 0.51 (Q3 2025).

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