PFX vs. SLRC
PFX (PhenixFIN Corporation) and SLRC (SLR Investment Corp.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, PFX returned -7.02%/yr vs 5.06%/yr for SLRC. At a 0.27 correlation, their price movements are largely independent.
Performance
PFX vs. SLRC - Performance Comparison
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Returns By Period
In the year-to-date period, PFX achieves a -1.59% return, which is significantly higher than SLRC's -16.34% return. Over the past 10 years, PFX has underperformed SLRC with an annualized return of -7.02%, while SLRC has yielded a comparatively higher 5.06% annualized return.
PFX
- 1D
- -1.03%
- 1M
- -2.47%
- YTD
- -1.59%
- 6M
- -3.49%
- 1Y
- -12.65%
- 3Y*
- 6.86%
- 5Y*
- 1.94%
- 10Y*
- -7.02%
SLRC
- 1D
- -1.29%
- 1M
- -3.15%
- YTD
- -16.34%
- 6M
- -15.30%
- 1Y
- -15.90%
- 3Y*
- 6.07%
- 5Y*
- 1.53%
- 10Y*
- 5.06%
PFX vs. SLRC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFX PhenixFIN Corporation | -1.59% | -10.14% | 23.30% | 36.06% | -25.52% | 47.74% | -35.07% | -14.53% | -42.50% | -22.50% |
SLRC SLR Investment Corp. | -16.34% | 5.72% | 19.15% | 20.57% | -16.13% | 14.74% | -5.63% | 16.18% | 2.78% | 4.72% |
Correlation
The correlation between PFX and SLRC is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2011 | 0.27 |
Over the past year, the correlation between PFX and SLRC has dropped to 0.04 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.
Fundamentals
PFX:
-$1.09
SLRC:
$1.77
PFX:
0.02
SLRC:
2.60
PFX:
$4.15B
SLRC:
$192.87M
PFX:
$3.13B
SLRC:
$139.32M
PFX:
$2.35B
SLRC:
$143.65M
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Return for Risk
PFX vs. SLRC — Risk / Return Rank
PFX
SLRC
PFX vs. SLRC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PhenixFIN Corporation (PFX) and SLR Investment Corp. (SLRC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PFX | SLRC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.37 | ||
| Omega ratioGain probability vs. loss probability | 0.94 | 0.89 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | -0.72 | +0.20 |
| Martin ratioReturn relative to average drawdown | -0.95 | -1.84 | +0.89 |
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Drawdowns
PFX vs. SLRC - Drawdown Comparison
The maximum PFX drawdown since its inception was -95.38%, which is greater than SLRC's maximum drawdown of -63.06%. Use the drawdown chart below to compare losses from any high point for PFX and SLRC.
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Drawdown Indicators
| PFX | SLRC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.38% | -63.06% | -32.32% |
Max Drawdown (1Y)Largest decline over 1 year | -24.38% | -22.12% | -2.26% |
Max Drawdown (3Y)Largest decline over 3 years | -29.57% | -22.12% | -7.45% |
Max Drawdown (5Y)Largest decline over 5 years | -29.57% | -31.72% | +2.15% |
Max Drawdown (10Y)Largest decline over 10 years | -94.31% | -63.06% | -31.25% |
Current DrawdownCurrent decline from peak | -69.47% | -22.12% | -47.35% |
Average DrawdownAverage peak-to-trough decline | -46.88% | -7.51% | -39.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.30% | 8.64% | +4.66% |
Volatility
PFX vs. SLRC - Volatility Comparison
PhenixFIN Corporation (PFX) has a higher volatility of 9.07% compared to SLR Investment Corp. (SLRC) at 5.85%. This indicates that PFX's price experiences larger fluctuations and is considered to be riskier than SLRC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFX | SLRC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.07% | 5.85% | +3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 28.55% | 20.84% | +7.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.96% | 23.34% | +8.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.19% | 20.34% | +4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.26% | 29.52% | +20.74% |
Dividends
PFX vs. SLRC - Dividend Comparison
PFX's dividend yield for the trailing twelve months is around 0.17%, less than SLRC's 12.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFX PhenixFIN Corporation | 0.17% | 3.24% | 2.59% | 0.00% | 0.39% | 0.00% | 0.00% | 4.72% | 17.29% | 13.41% | 13.85% | 15.96% |
SLRC SLR Investment Corp. | 12.56% | 10.61% | 10.15% | 10.91% | 11.79% | 8.90% | 9.37% | 7.95% | 8.55% | 7.92% | 7.68% | 9.74% |
Financials
PFX vs. SLRC - Financials Comparison
This section allows you to compare key financial metrics between PhenixFIN Corporation and SLR Investment Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
PFX vs. SLRC - Profitability Comparison
PFX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PhenixFIN Corporation reported a gross profit of 3.12B and revenue of 4.13B. Therefore, the gross margin over that period was 75.4%.
SLRC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SLR Investment Corp. reported a gross profit of 0.00 and revenue of 49.29M. Therefore, the gross margin over that period was 0.0%.
PFX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PhenixFIN Corporation reported an operating income of 2.34B and revenue of 4.13B, resulting in an operating margin of 56.7%.
SLRC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SLR Investment Corp. reported an operating income of 0.00 and revenue of 49.29M, resulting in an operating margin of 0.0%.
PFX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PhenixFIN Corporation reported a net income of 0.00 and revenue of 4.13B, resulting in a net margin of 0.0%.
SLRC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SLR Investment Corp. reported a net income of 0.00 and revenue of 49.29M, resulting in a net margin of 0.0%.
Frequently Asked Questions
PFX and SLRC have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PFX has higher volatility (9.07%) compared to SLRC (5.85%). In terms of maximum drawdown, PFX dropped -95.38% vs SLRC's -63.06%.
PFX currently has the higher Sharpe Ratio (-0.40 vs -0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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