Correlation
The correlation between PFX and DIVI is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
PFX vs. DIVI
Compare and contrast key facts about PhenixFIN Corporation (PFX) and Franklin International Core Dividend Tilt Index ETF (DIVI).
DIVI is an actively managed fund by Franklin. It was launched on Jun 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFX or DIVI.
Performance
PFX vs. DIVI - Performance Comparison
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Key characteristics
PFX:
0.70
DIVI:
0.79
PFX:
1.20
DIVI:
1.14
PFX:
1.15
DIVI:
1.15
PFX:
0.22
DIVI:
0.89
PFX:
4.06
DIVI:
2.60
PFX:
3.88%
DIVI:
4.96%
PFX:
21.30%
DIVI:
17.34%
PFX:
-95.35%
DIVI:
-27.76%
PFX:
-65.35%
DIVI:
-0.25%
Returns By Period
In the year-to-date period, PFX achieves a -0.34% return, which is significantly lower than DIVI's 17.93% return.
PFX
-0.34%
-1.51%
6.82%
11.66%
10.59%
31.23%
-7.44%
DIVI
17.93%
4.90%
14.84%
12.73%
12.58%
12.43%
N/A
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Risk-Adjusted Performance
PFX vs. DIVI — Risk-Adjusted Performance Rank
PFX
DIVI
PFX vs. DIVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PhenixFIN Corporation (PFX) and Franklin International Core Dividend Tilt Index ETF (DIVI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
PFX vs. DIVI - Dividend Comparison
PFX's dividend yield for the trailing twelve months is around 2.92%, less than DIVI's 3.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFX PhenixFIN Corporation | 2.92% | 2.59% | 0.00% | 0.39% | 0.00% | 0.00% | 4.72% | 18.05% | 13.41% | 13.85% | 15.96% | 16.02% |
DIVI Franklin International Core Dividend Tilt Index ETF | 3.81% | 4.39% | 3.17% | 5.43% | 2.77% | 5.87% | 1.61% | 5.67% | 5.71% | 13.51% | 0.00% | 0.00% |
Drawdowns
PFX vs. DIVI - Drawdown Comparison
The maximum PFX drawdown since its inception was -95.35%, which is greater than DIVI's maximum drawdown of -27.76%. Use the drawdown chart below to compare losses from any high point for PFX and DIVI.
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Volatility
PFX vs. DIVI - Volatility Comparison
PhenixFIN Corporation (PFX) has a higher volatility of 4.15% compared to Franklin International Core Dividend Tilt Index ETF (DIVI) at 3.09%. This indicates that PFX's price experiences larger fluctuations and is considered to be riskier than DIVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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