PFX
Price:
$46.28
Market Cap:
$93.48M
PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. It primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education and childcare; personal, food, and miscellaneous services; retail stores, diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and ...[Read more]
Industry
Asset Management
IPO Date
2011-01-20
Stock Exchange
NASDAQ
Ticker
PFX
According to PhenixFIN Corporation’s latest financial reports and current stock price. The company's current ROE is 13.11%. This represents a change of 297.64% compared to the average of 3.30% of the last 4 quarters.
The mean historical ROE of PhenixFIN Corporation over the last ten years is -11.26%. The current 13.11% ROE has changed -216.44% with respect to the historical average. Over the past ten years (40 quarters), PFX's ROE was at its highest in in the June 2023 quarter at 6.37%. The ROE was at its lowest in in the March 2020 quarter at -55.64%.
Average
-11.26%
Median
-4.16%
Minimum
-44.62%
Maximum
18.35%
Discovering the peaks and valleys of PhenixFIN Corporation ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 954.72%
Maximum Annual ROE = 18.35%
Minimum Annual Increase = -668.24%
Minimum Annual ROE = -44.62%
Year | ROE | Change |
---|---|---|
2023 | 18.35% | -463.08% |
2022 | -5.05% | -668.24% |
2021 | 0.89% | -102.04% |
2020 | -43.69% | -2.08% |
2019 | -44.62% | 29.20% |
2018 | -34.54% | 954.72% |
2017 | -3.27% | -39.47% |
2016 | -5.41% | 127.23% |
2015 | -2.38% | -133.31% |
2014 | 7.15% | -7.57% |
The current ROE of PhenixFIN Corporation (PFX) is less than than its 3-year, greater than its 5-year, and greater than its 10-year historical averages
3-year avg
4.73%
5-year avg
-14.83%
10-year avg
-11.26%
PhenixFIN Corporation’s ROE is less than MFS Investment Grade Municipal Trust (0%), less than Virtus Convertible & Income 2024 Target Term Fund (2.17%), less than Eaton Vance National Municipal Opportunities Trust (21.86%), less than Invesco High Income 2024 Target Term Fund (11.25%), less than Federated Hermes Premier Municipal Income Fund (11.57%), less than BlackRock MuniHoldings New York Quality Fund, Inc. (3.80%), less than Nuveen California Select Tax-Free Income Portfolio (3.63%), less than null (12.50%),
Company | ROE | Market cap |
---|---|---|
0% | $66.38M | |
2.17% | $167.75M | |
21.86% | $266.40M | |
11.25% | $66.25M | |
11.57% | $127.63M | |
3.80% | $322.98M | |
3.63% | $84.62M | |
12.50% | $0 |
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