PhenixFIN PFX
NASDAQ PFX
$51.22 +1.10 (+2.19%)
As of: Aug 21, 2026 · 3:40 PM EDT

PhenixFIN (PFX) Investment Gain (Loss) (2023 - 2026)

PhenixFIN (PFX) posted quarterly Investment Gain (Loss) of -$1.1 million for Q1 2026, down 5.03% year-over-year from -$1.2 million in Q1 2025, and down 261.27% quarter-over-quarter from $693604.0 in Q4 2025.

PhenixFIN (PFX) Investment Gain (Loss) (2023 - 2026) Analysis & Trends

PhenixFIN (PFX) has reported Investment Gain (Loss) for 4 consecutive years, with -$1.1 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Investment Gain (Loss) fell 5.03% year-over-year to -$1.1 million; the TTM figure through Mar 2026 stood at -$12.5 million (down 239.01% YoY), while the FY2025 annual figure was -$11.9 million, down 185.86% from the prior year.
  • Investment Gain (Loss) declined to -$1.1 million in Q1 2026 per PFX's latest filing, from $693604.0 in the prior quarter.
  • Across five years, Investment Gain (Loss) topped out at $8.7 million in Q2 2024 and bottomed at -$12.0 million in Q2 2025.
  • Historically, Investment Gain (Loss) has averaged -$505518.9 across 4 years, with a median of $57297.5 in 2024.
  • Annual changes were most pronounced in 2024 — Investment Gain (Loss) surged 408.55% — and 2025, when it plunged 237.8%.
  • PhenixFIN's Investment Gain (Loss) stood at $229804.0 in 2023, then soared by 408.55% to $1.2 million in 2024, then plunged by 40.65% to $693604.0 in 2025, then plunged by 261.27% to -$1.1 million in 2026.
  • Business Quant data shows PFX's Investment Gain (Loss) at -$1.1 million in Q1 2026, $693604.0 in Q4 2025, and -$40352.0 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Gain (Loss) (Qtr)
1 BlackRock 179.54 Bn 165.67 Bn - -
2 Blackstone 114.83 Bn 112.32 Bn - -
3 Kkr 97.26 Bn -179.81 Bn - -
4 Brookfield 93.07 Bn 45.66 Bn - -
5 Brookfield Asset Management 83.46 Bn 81.96 Bn - -
6 Apollo Global Management 78.41 Bn 53.04 Bn 10.54 Bn -
7 State Street 51.66 Bn 51.66 Bn - -
8 Ameriprise Financial 51.12 Bn 40.07 Bn 4.72 Bn -
9 Raymond James Financial 33.99 Bn 20.74 Bn - -
10 PhenixFIN 98.99 Mn -204.83 Mn - 410,759.00

Historic Data

Download Data
DateValue
Jun 30, 2026 410,759.00
Mar 31, 2026 -1.12 Mn
Dec 31, 2025 693,604.00
Sep 30, 2025 -40,352.00
Jun 30, 2025 -11.99 Mn
Mar 31, 2025 -1.07 Mn
Dec 31, 2024 1.17 Mn
Sep 30, 2024 154,947.00
Jun 30, 2024 8.70 Mn
Mar 31, 2024 -1.79 Mn
Dec 31, 2023 229,804.00