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| Date | Value |
|---|---|
| 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 |