PhenixFIN (PFXNZ) Accumulated Expenses (2022 - 2026)

PhenixFIN (PFXNZ) reported Accumulated Expenses of $1.1 million for Q1 2026, up 4.89% year-over-year from $1.1 million in Q1 2025, and down 2.37% quarter-over-quarter from $1.2 million in Q4 2025.

PhenixFIN (PFXNZ) Accumulated Expenses (2022 - 2026) Analysis & Trends

PhenixFIN (PFXNZ) has 5 years of Accumulated Expenses data on file, last reported at $1.1 million in Q1 2026.

  • Accumulated Expenses for Q1 2026 came in at $1.1 million, up 4.89% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.1 million (up 4.89% YoY), and the FY2025 annual result was $1.2 million, up 54.62% from the prior year.
  • Accumulated Expenses eased to $1.1 million in Q1 2026 per PFXNZ's latest filing, from $1.2 million in the prior quarter.
  • Over five years, Accumulated Expenses peaked at $1.2 million in Q2 2025 and troughed at $503125.0 in Q3 2022.
  • A 5-year average of $838157.1 and a median of $724564.0 in 2024 frame the typical range for Accumulated Expenses.
  • The sharpest annual moves came in 2024 and 2025: Accumulated Expenses slipped 22.33% in 2024, then surged 133.25% in 2025.
  • A 5-year view of Accumulated Expenses shows it stood at $503125.0 in 2022, then surged by 43.37% to $721341.0 in 2023, then soared by 42.7% to $1.0 million in 2024, then grew by 12.58% to $1.2 million in 2025, then retreated by 2.37% to $1.1 million in 2026.
  • Business Quant data shows PFXNZ's Accumulated Expenses at $1.1 million in Q1 2026, $1.2 million in Q4 2025, and $1.2 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (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 -
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 - - -

Historic Data

Download Data
DateValue
Mar 31, 2026 1.13 Mn
Dec 31, 2025 1.16 Mn
Sep 30, 2025 1.19 Mn
Jun 30, 2025 1.21 Mn
Mar 31, 2025 1.08 Mn
Dec 31, 2024 1.03 Mn
Sep 30, 2024 768,043.00
Jun 30, 2024 520,057.00
Mar 31, 2024 724,564.00
Dec 31, 2023 721,341.00
Sep 30, 2023 690,398.00
Jun 30, 2023 669,577.00
Mar 31, 2023 673,294.00
Dec 31, 2022 503,125.00
Sep 30, 2022 503,125.00