PhenixFIN Corporation

PhenixFIN Corporationverified

PFX

Price:

$50.79

Market Cap:

$102.58M

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

The ROE as of December 2024 (TTM) for PhenixFIN Corporation (PFX) is 12.02%

According to PhenixFIN Corporation’s latest financial reports and current stock price. The company's current ROE is 12.02%. This represents a change of 301.06% compared to the average of 3.00% of the last 4 quarters.

PhenixFIN Corporation (PFX) Historical ROE (quarterly & annually)

How has PFX ROE performed in the past?

The mean historical ROE of PhenixFIN Corporation over the last ten years is -11.97%. The current 12.02% ROE has changed -200.42% 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%.

Quarterly (TTM)
Annual

Average

-11.97%

Median

-4.16%

Minimum

-44.62%

Maximum

18.35%

PhenixFIN Corporation (PFX) ROE by Quarter and Year

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%

Quarterly (TTM)
Annual
YearROEChange
20240.01%-99.94%
202318.35%-463.08%
2022-5.05%-668.24%
20210.89%-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%

PhenixFIN Corporation (PFX) Average ROE

How has PFX ROE performed in the past?

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

4.44%

5-year avg

-5.90%

10-year avg

-11.97%

PhenixFIN Corporation (PFX) ROE vs. Peers

How is PFX’s ROE compared to its peers?

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 (11.88%),

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