PhenixFIN Corporation (PFX)

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The chart shows the growth of an initial investment of $10,000 in PhenixFIN Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

PhenixFIN Corporation (PFX) has returned -11.59% so far this year and -27.67% over the past 12 months. Over the last ten years, PFX has returned -7.60% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 21, 2011, PFX's average daily return is +0.01%, while the average monthly return is +0.08%. At this rate, your investment would double in approximately 72.2 years.

Historically, 52% of months were positive and 48% were negative. The best month was Jan 2019 with a return of +25.6%, while the worst month was Mar 2020 at -65.1%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, PFX closed higher 44% of trading days. The best single day was Mar 19, 2020 with a return of +80.0%, while the worst single day was Mar 17, 2020 at -41.7%.

PhenixFIN Corporation has an annualized alpha of -4.01%, beta of 0.63, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since January 24, 2011.

• This stock participated in 120.72% of S&P 500 Index downside but only 46.27% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.63 may look defensive, but with R² of 0.06 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.06 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PFX ranks 4 for risk / return — in the bottom 4% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for PhenixFIN Corporation (PFX) and compare them to a chosen benchmark (S&P 500 Index).

PhenixFIN Corporation provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for PhenixFIN Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the PhenixFIN Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PhenixFIN Corporation was 95.38%, occurring on Mar 17, 2020. The portfolio has not yet recovered.

The current PhenixFIN Corporation drawdown is 72.57%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of PhenixFIN Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how PhenixFIN Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.