PhenixFIN (PFXNZ) Assets Average (2022 - 2026)

PhenixFIN (PFXNZ) has 5 years of Assets Average data on file, last reported at $306.5 million in Q1 2026.

• Quarterly Assets Average changed 0.05% year-over-year to $306.5 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $306.5 million (changed 0.05% YoY) and the FY2025 annual result came in at $309.8 million, up 14.23% from the prior year.
• Assets Average fell to $306.5 million in Q1 2026 per PFXNZ's latest filing, from $312.1 million in the prior quarter.
• Across five years, Assets Average topped out at $312.1 million in Q4 2025 and bottomed at $209.7 million in Q1 2023.
• The 5-year median for Assets Average is $260.8 million (2024), against an average of $266.6 million.
• The widest annual swing landed in 2024, when Assets Average increased 28.72%; it then grew 0.05% in 2026.
• Tracing PFXNZ's Assets Average over 5 years: stood at $212.1 million in 2022, then rose by 12.56% to $238.8 million in 2023, then advanced by 28.72% to $307.3 million in 2024, then advanced by 1.56% to $312.1 million in 2025, then declined by 1.82% to $306.5 million in 2026.
• Per Business Quant, the three latest PFXNZ Assets Average figures stand at $306.5 million (Q1 2026), $312.1 million (Q4 2025), and $311.9 million (Q3 2025).

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