PhenixFIN (PFXNZ) Trading Income (2023 - 2026)

PhenixFIN (PFXNZ) 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% on a QoQ basis from $693604.0 in Q4 2025.

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

  • Quarterly Trading Income fell 5.03% year-over-year to -$1.1 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$12.5 million (down 239.01% YoY) and the FY2025 annual result came in at -$11.9 million, down 263.49% from the prior year.
  • Trading Income slipped to -$1.1 million in Q1 2026 per PFXNZ's latest filing, from $693604.0 in the prior quarter.
  • Across five years, Trading Income topped out at $8.7 million in Q2 2024 and bottomed at -$12.0 million in Q2 2025.
  • The 4-year median for Trading Income is $57297.5 (2024), against an average of -$505518.9.
  • The widest annual swing landed in 2024, when Trading Income soared 408.55%; it then slumped 237.8% in 2025.
  • Tracing PFXNZ's Trading Income over 4 years: stood at $229804.0 in 2023, then soared by 408.55% to $1.2 million in 2024, then sank by 40.65% to $693604.0 in 2025, then sank by 261.27% to -$1.1 million in 2026.
  • Per Business Quant, the three latest PFXNZ Trading Income figures stand at -$1.1 million (Q1 2026), $693604.0 (Q4 2025), and -$40352.0 (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Trading Income (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - -
2 Blackstone 92.68 Bn 91.63 Bn - -
3 Kkr 84.94 Bn 132.45 Bn - -
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - -
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn -
6 State Street 44.42 Bn 18.75 Bn - 435.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn -
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -
10 PhenixFIN - - - -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