PhenixFIN (PFX) Return on Equity (2022 - 2025)

PhenixFIN (PFX) has disclosed Return on Equity for 4 consecutive years, with 0.13% as the latest value for Q4 2025.

  • Quarterly Return on Equity rose 1.0% to 0.13% in Q4 2025 from the year-ago period, while the trailing twelve-month figure was 0.13% through Dec 2025, up 1.0% year-over-year, with the annual reading at 0.13% for FY2025, 3.0% up from the prior year.
  • Return on Equity for Q4 2025 was 0.13% at PhenixFIN, up from 0.13% in the prior quarter.
  • The five-year high for Return on Equity was 0.17% in Q1 2023, with the low at 0.11% in Q1 2024.
  • Average Return on Equity over 4 years is 0.14%, with a median of 0.13% recorded in 2023.
  • Peak annual rise in Return on Equity hit 1bps in 2024, while the deepest fall reached -6bps in 2024.
  • Over 4 years, Return on Equity stood at 0.16% in 2022, then dropped by -22bps to 0.13% in 2023, then fell by -4bps to 0.12% in 2024, then increased by 10bps to 0.13% in 2025.
  • According to Business Quant data, Return on Equity over the past three periods came in at 0.13%, 0.13%, and 0.12% for Q4 2025, Q3 2025, and Q2 2025 respectively.