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.

• Equity Ratio for Q1 2026 came in at 0.5, down 4.8% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.5 (down 4.8% YoY), and the FY2025 annual result was 0.51, down 4.19% from the prior year.
• Equity Ratio slipped to 0.5 in Q1 2026 per PFX's latest filing, from 0.51 in the prior quarter.
• Over five years, Equity Ratio peaked at 0.63 in Q4 2023 and troughed at 0.5 in Q1 2026.
• A 5-year average of 0.57 and a median of 0.55 in 2022 frame the typical range for Equity Ratio.
• The sharpest annual moves came in 2023 and 2025: Equity Ratio gained 10.86% in 2023, then decreased 18.43% in 2025.
• A 5-year view of Equity Ratio shows it stood at 0.61 in 2022, then advanced by 4.36% to 0.63 in 2023, then declined by 17.64% to 0.52 in 2024, then fell by 2.85% to 0.51 in 2025, then retreated by 0.71% to 0.5 in 2026.
• Business Quant data shows PFX's Equity Ratio at 0.5 in Q1 2026, 0.51 in Q4 2025, and 0.51 in Q3 2025.