PhenixFIN PFX
NASDAQ PFX
$51.61 +1.49 (+2.98%)
As of: Aug 21, 2026 · 9:42 AM EDT

PhenixFIN (PFX) Return on Assets (2022 - 2026)

PhenixFIN (PFX) posted quarterly Return on Assets of 0.0% for Q1 2026, little changed year-over-year from 0.0% in Q1 2025, and down 1.85% quarter-over-quarter from 0.0% in Q4 2025.

PhenixFIN (PFX) Return on Assets (2022 - 2026) Analysis & Trends

PhenixFIN (PFX) has reported Return on Assets for 5 consecutive years, with 0.0% the latest figure, recorded in Q1 2026.

  • In Q1 2026, Return on Assets changed 0.0% year-over-year to 0.0%; the TTM figure through Mar 2026 stood at 0.0% (changed 0.0% YoY), while the FY2025 annual figure was 0.0%, changed 0.0% from the prior year.
  • Return on Assets fell to 0.0% in Q1 2026 per PFX's latest filing, from 0.0% in the prior quarter.
  • Across five years, Return on Assets topped out at 0.0% in Q4 2022 and bottomed at 0.0% in Q4 2023.
  • Historically, Return on Assets has averaged 0.0% across 5 years, with a median of 0.0% in 2024.
  • On a YoY basis, Return on Assets climbed as much as 0 bps in 2023 and fell as far as 0 bps in 2023.
  • PhenixFIN's Return on Assets stood at 0.0% in 2022, then tumbled by 217 bps to 0.0% in 2023, then soared by 92 bps to 0.0% in 2024, then soared by 928 bps to 0.0% in 2025, then decreased by 2 bps to 0.0% in 2026.
  • Business Quant data shows PFX's Return on Assets at 0.0% in Q1 2026, 0.0% in Q4 2025, and 0.0% in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROA (Qtr)
1 BlackRock 179.00 Bn 165.13 Bn - 0.00%
2 Blackstone 114.93 Bn 112.42 Bn - 0.00%
3 Kkr 97.35 Bn -179.72 Bn - -
4 Brookfield 93.70 Bn 46.30 Bn - -
5 Brookfield Asset Management 83.63 Bn 82.13 Bn - 0.00%
6 Apollo Global Management 78.52 Bn 53.15 Bn 10.54 Bn 0.00%
7 State Street 51.48 Bn 51.48 Bn - 0.00%
8 Ameriprise Financial 51.25 Bn 40.20 Bn 4.72 Bn 0.00%
9 Northern Trust 34.16 Bn 34.16 Bn - 0.00%
10 PhenixFIN 99.75 Mn -204.07 Mn - 0.00%

Historic Data

Download Data
DateValue
Jun 30, 2026 0.00%
Mar 31, 2026 0.00%
Dec 31, 2025 0.00%
Sep 30, 2025 0.00%
Jun 30, 2025 0.00%
Mar 31, 2025 0.00%
Dec 31, 2024 0.00%
Sep 30, 2024 0.00%
Jun 30, 2024 0.00%
Mar 31, 2024 0.00%
Dec 31, 2023 0.00%
Sep 30, 2023 0.00%
Jun 30, 2023 0.00%
Mar 31, 2023 0.00%
Dec 31, 2022 0.00%