PhenixFIN (PFX) Investment Gain (Loss) (2023 - 2026)
PhenixFIN (PFX) reported Investment Gain (Loss) of $410,759 for fiscal Q3 2026 (quarter ended Jun 30, 2026), compared with -$11.99 million a year earlier.
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Analysis
PhenixFIN (PFX) Investment Gain (Loss) (2023 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, PhenixFIN's Investment Gain (Loss) came in at -$54,575; for FY2025 (ended Sep 30, 2025), it was -$11.92 million.
- By fiscal year, Investment Gain (Loss) came in at $13.89 million in FY2024 (-32.0%), $20.41 million in FY2023 (-23.7%) and $26.75 million in FY2022.
- Five-year quarterly Investment Gain (Loss) spans a low of -$11.99 million in fiscal Q3 2025 and a high of $8.7 million in fiscal Q3 2024.
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at -$1.12 million (Q2 2026), $693,604 (Q1 2026) and -$40,352 (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | - |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | - |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | - |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | - |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | - |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | -38.24 Mn |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | - |
| 10 | PhenixFIN | 86.71 Mn | 70.76 Mn | - | 410,759.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |
API Access
PhenixFIN Investment Gain (Loss) API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=investment-gain-loss&ticker=PFX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "investment-gain-loss", "ticker": "PFX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=investment-gain-loss&ticker=PFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();