PhenixFIN (PFX) Invested Capital (2021 - 2025)

PhenixFIN (PFX) has disclosed Invested Capital for 5 consecutive years, with $155.8 million as the latest value for Q4 2025.

  • On a quarterly basis, Invested Capital fell 4.27% to $155.8 million in Q4 2025 year-over-year; TTM through Dec 2025 was $155.8 million, a 4.27% decrease, with the full-year FY2025 number at $160.8 million, changed 0.29% from a year prior.
  • Invested Capital was $155.8 million for Q4 2025 at PhenixFIN, down from $160.8 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $162.8 million in Q4 2024 to a low of $120.8 million in Q3 2022.
  • A 5-year average of $146.7 million and a median of $150.7 million in 2023 define the central range for Invested Capital.
  • Peak YoY movement for Invested Capital: dropped 16.03% in 2022, then rose 21.4% in 2023.
  • PhenixFIN's Invested Capital stood at $148.5 million in 2021, then decreased by 16.03% to $124.7 million in 2022, then increased by 20.86% to $150.7 million in 2023, then grew by 8.01% to $162.8 million in 2024, then fell by 4.27% to $155.8 million in 2025.
  • Per Business Quant, the three most recent readings for PFX's Invested Capital are $155.8 million (Q4 2025), $160.8 million (Q3 2025), and $156.7 million (Q2 2025).