PhenixFIN (PFX) Invested Capital (2021 - 2026)

PhenixFIN (PFX) has 6 years of Invested Capital data on file, last reported at $153.8 million in Q1 2026.

• Invested Capital for Q1 2026 came in at $153.8 million, down 3.26% year-over-year; the trailing twelve-month figure through Mar 2026 was $153.8 million (down 3.26% YoY), and the FY2025 annual result was $160.8 million, changed 0.29% from the prior year.
• Invested Capital slipped to $153.8 million in Q1 2026 per PFX's latest filing, from $155.8 million in the prior quarter.
• Over five years, Invested Capital peaked at $162.8 million in Q4 2024 and troughed at $120.8 million in Q3 2022.
• A 5-year average of $147.0 million and a median of $153.8 million in 2026 frame the typical range for Invested Capital.
• The sharpest annual moves came in 2022 and 2023: Invested Capital dropped 16.03% in 2022, then climbed 21.4% in 2023.
• A 5-year view of Invested Capital shows it stood at $124.7 million in 2022, then gained by 20.86% to $150.7 million in 2023, then climbed by 8.01% to $162.8 million in 2024, then declined by 4.27% to $155.8 million in 2025, then fell by 1.29% to $153.8 million in 2026.
• Business Quant data shows PFX's Invested Capital at $153.8 million in Q1 2026, $155.8 million in Q4 2025, and $160.8 million in Q3 2025.