PhenixFIN (PFX) Trading Income (2023 - 2026)

PhenixFIN (PFX) reported Trading Income 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) Trading Income (2023 - 2026) Analysis & Trends

PhenixFIN (PFX) has 4 years of Trading Income data on file, last reported at -$1.1 million in Q1 2026.

  • Trading Income for Q1 2026 came in at -$1.1 million, down 5.03% year-over-year; the trailing twelve-month figure through Mar 2026 was -$12.5 million (down 239.01% YoY), and the FY2025 annual result was -$11.9 million, down 263.49% from the prior year.
  • Trading Income retreated to -$1.1 million in Q1 2026 per PFX's latest filing, from $693604.0 in the prior quarter.
  • Over five years, Trading Income peaked at $8.7 million in Q2 2024 and troughed at -$12.0 million in Q2 2025.
  • A 4-year average of -$505518.9 and a median of $57297.5 in 2024 frame the typical range for Trading Income.
  • The sharpest annual moves came in 2024 and 2025: Trading Income surged 408.55% in 2024, then plunged 237.8% in 2025.
  • A 4-year view of Trading Income shows it stood at $229804.0 in 2023, then surged by 408.55% to $1.2 million in 2024, then tumbled by 40.65% to $693604.0 in 2025, then tumbled by 261.27% to -$1.1 million in 2026.
  • Business Quant data shows PFX's Trading Income 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) Trading Income (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - -
2 Blackstone 96.85 Bn 95.80 Bn - -
3 Kkr 86.45 Bn 133.96 Bn - -
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn -
5 State Street 46.95 Bn 21.27 Bn - 435.00 Mn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn -
7 Northern Trust 31.92 Bn 31.92 Bn - -
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - -
10 PhenixFIN 85.26 Mn 82.18 Mn - -1.12 Mn

Historic Data

Download Data
DateValue
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