Annual ROA
6.15%
-5.59%-47.61%
30 September 2024
Summary:
PhenixFIN annual return on assets is currently 6.15%, with the most recent change of -5.59% (-47.61%) on 30 September 2024. During the last 3 years, it has risen by +5.67% (+1181.25%). PFX annual ROA is now -47.61% below its all-time high of 11.74%, reached on 30 September 2023.PFX ROA Chart
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Quarterly ROA
7.31%
-0.94%-11.39%
30 September 2024
Summary:
PhenixFIN quarterly return on assets is currently 7.31%, with the most recent change of -0.94% (-11.39%) on 30 September 2024. Over the past year, it has dropped by -4.81% (-39.69%). PFX quarterly ROA is now -39.98% below its all-time high of 12.18%, reached on 31 December 2023.PFX Quarterly ROA Chart
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PFX ROA Performance
| PeriodPeriod | AnnualAnnual | QuarterlyQuarterly |
|---|---|---|
| 1 y1 year | -47.6% | -39.7% |
| 3 y3 years | +1181.3% | +1305.8% |
| 5 y5 years | +139.1% | +148.0% |
PFX ROA High & Low
| PeriodPeriod | Annual vs highAnnual vs high | Annual vs lowAnnual vs low | Quarter. vs highQuarter. vs high | Quarter. vs lowQuarter. vs low | |
|---|---|---|---|---|---|
| 3 y | 3 years | -47.6% | +323.6% | -40.0% | +296.5% |
| 5 y | 5 years | -47.6% | +137.0% | -40.0% | +126.4% |
| alltime | all time | -47.6% | +137.0% | -40.0% | +126.4% |
PhenixFIN ROA History
| Date | Annual | Quarterly |
|---|---|---|
| Sept 2024 | 6.15%(-47.6%) | 7.31%(-11.4%) |
| June 2024 | - | 8.25%(-26.1%) |
| Mar 2024 | - | 11.17%(-8.3%) |
| Dec 2023 | - | 12.18%(+0.5%) |
| Sept 2023 | 11.74%(-526.9%) | 12.12%(+75.4%) |
| June 2023 | - | 6.91%(-560.7%) |
| Mar 2023 | - | -1.50%(-52.4%) |
| Dec 2022 | - | -3.15%(+15.8%) |
| Sept 2022 | -2.75%(-672.9%) | -2.72%(-26.9%) |
| June 2022 | - | -3.72%(-212.0%) |
| Mar 2022 | - | 3.32%(-38.7%) |
| Dec 2021 | - | 5.42%(+942.3%) |
| Sept 2021 | 0.48%(-102.9%) | 0.52%(-85.9%) |
| June 2021 | - | 3.68%(-0.3%) |
| Mar 2021 | - | 3.69%(-115.3%) |
| Dec 2020 | - | -24.07%(+35.3%) |
| Sept 2020 | -16.61%(+5.6%) | -17.79%(-25.2%) |
| June 2020 | - | -23.77%(-14.2%) |
| Mar 2020 | - | -27.69%(+92.6%) |
| Dec 2019 | - | -14.38%(-5.6%) |
| Sept 2019 | -15.73%(+20.6%) | -15.23%(+19.6%) |
| June 2019 | - | -12.73%(+13.0%) |
| Mar 2019 | - | -11.27%(+0.5%) |
| Dec 2018 | - | -11.21%(-14.8%) |
| Sept 2018 | -13.04%(+763.6%) | -13.16%(+18.7%) |
| June 2018 | - | -11.09%(+49.9%) |
| Mar 2018 | - | -7.40%(+36.8%) |
| Dec 2017 | - | -5.41%(+263.1%) |
| Sept 2017 | -1.51% | -1.49%(+148.3%) |
| June 2017 | - | -0.60%(-227.7%) |
| Date | Annual | Quarterly |
|---|---|---|
| Mar 2017 | - | 0.47%(-71.3%) |
| Dec 2016 | - | 1.64%(-165.3%) |
| Sept 2016 | -2.46%(+113.9%) | -2.51%(-29.5%) |
| June 2016 | - | -3.56%(-9.0%) |
| Mar 2016 | - | -3.91%(+37.2%) |
| Dec 2015 | - | -2.85%(+147.8%) |
| Sept 2015 | - | -1.15%(-235.3%) |
| Sept 2015 | -1.15%(-123.1%) | - |
| June 2015 | - | 0.85%(-45.9%) |
| Mar 2015 | - | 1.57%(-9.8%) |
| Dec 2014 | - | 1.74%(-66.0%) |
| Sept 2014 | - | 5.12%(-21.4%) |
| Sept 2014 | 4.97%(-24.8%) | - |
| June 2014 | - | 6.51%(+16.7%) |
| Mar 2014 | - | 5.58%(-9.9%) |
| Dec 2013 | - | 6.19%(-3.0%) |
| Sept 2013 | - | 6.38%(+8.5%) |
| Sept 2013 | 6.61%(-6.2%) | - |
| June 2013 | - | 5.88%(-19.7%) |
| Mar 2013 | - | 7.32%(+0.1%) |
| Dec 2012 | - | 7.31%(+2.8%) |
| Sept 2012 | - | 7.11%(+3.9%) |
| Sept 2012 | 7.05%(+62.8%) | - |
| June 2012 | - | 6.84%(-6.8%) |
| Mar 2012 | - | 7.34%(+20.5%) |
| Dec 2011 | - | 6.09%(+6.7%) |
| Sept 2011 | - | 5.71%(+52.3%) |
| Sept 2011 | 4.33% | - |
| June 2011 | - | 3.75%(+150.0%) |
| Mar 2011 | - | 1.50%(-114.7%) |
| Dec 2010 | - | -10.23% |
FAQ
- What is PhenixFIN annual return on assets?
- What is the all time high annual ROA for PhenixFIN?
- What is PhenixFIN annual ROA year-on-year change?
- What is PhenixFIN quarterly return on assets?
- What is the all time high quarterly ROA for PhenixFIN?
- What is PhenixFIN quarterly ROA year-on-year change?
What is PhenixFIN annual return on assets?
The current annual ROA of PFX is 6.15%
What is the all time high annual ROA for PhenixFIN?
PhenixFIN all-time high annual return on assets is 11.74%
What is PhenixFIN annual ROA year-on-year change?
Over the past year, PFX annual return on assets has changed by -5.59% (-47.61%)
What is PhenixFIN quarterly return on assets?
The current quarterly ROA of PFX is 7.31%
What is the all time high quarterly ROA for PhenixFIN?
PhenixFIN all-time high quarterly return on assets is 12.18%
What is PhenixFIN quarterly ROA year-on-year change?
Over the past year, PFX quarterly return on assets has changed by -4.81% (-39.69%)