Phenixfin 525 Stock Performance
| PFXNZ Stock | USD 23.71 0.06 0.25% |
PhenixFIN 525 has a performance score of 5 on a scale of 0 to 100. The company holds a Beta of -0.0493, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning PhenixFIN 525 are expected to decrease at a much lower rate. During the bear market, PhenixFIN 525 is likely to outperform the market. PhenixFIN 525 right now holds a risk of 0.34%. Please check PhenixFIN 525 sortino ratio, as well as the relationship between the semi variance and rate of daily change , to decide if PhenixFIN 525 will be following its historical price patterns.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in PhenixFIN 525 are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, PhenixFIN 525 is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.25 | Five Day Return 0.21 | Ten Year Return (5.88) | All Time Return (5.88) |
Dividend Date 2026-11-02 |
1 | Asia stocks retreat on tech losses Japan trade data, PM Takaichi policy in focus - Investing.com | 10/21/2025 |
2 | Stock markets surge after US lawmakers move to end government shutdown - Al Jazeera | 11/10/2025 |
3 | Acquisition by Lorber David A of 100 shares of PhenixFIN 525 at 44.33 subject to Rule 16b-3 | 12/15/2025 |
4 | Acquisition by Lorber David A of 138 shares of PhenixFIN 525 at 44.45 subject to Rule 16b-3 | 12/16/2025 |
5 | Acquisition by Lorber David A of 908 shares of PhenixFIN 525 at 44.74 subject to Rule 16b-3 | 12/17/2025 |
6 | Tilray and Canopy Growth Stocks Fall as Trump Reschedules Marijuana - Barrons | 12/18/2025 |
7 | Acquisition by Mcmillan Ellida of tradable shares of PhenixFIN 525 at 45.0 subject to Rule 16b-3 | 12/22/2025 |
8 | Acquisition by Mcmillan Ellida of 150 shares of PhenixFIN 525 at 45.3265 subject to Rule 16b-3 | 12/23/2025 |
9 | Acquisition by Lorber David A of 572 shares of PhenixFIN 525 at 46.05 subject to Rule 16b-3 | 12/24/2025 |
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PhenixFIN 525 Relative Risk vs. Return Landscape
If you would invest 2,337 in PhenixFIN 525 on October 4, 2025 and sell it today you would earn a total of 34.00 from holding PhenixFIN 525 or generate 1.45% return on investment over 90 days. PhenixFIN 525 is currently producing 0.0239% returns and takes up 0.335% volatility of returns over 90 trading days. Put another way, 3% of traded stocks are less volatile than PhenixFIN, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
PhenixFIN 525 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PhenixFIN 525's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as PhenixFIN 525, and traders can use it to determine the average amount a PhenixFIN 525's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0712
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| Negative Returns | PFXNZ |
Based on monthly moving average PhenixFIN 525 is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of PhenixFIN 525 by adding it to a well-diversified portfolio.
About PhenixFIN 525 Performance
Evaluating PhenixFIN 525's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if PhenixFIN 525 has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if PhenixFIN 525 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year |
Things to note about PhenixFIN 525 performance evaluation
Checking the ongoing alerts about PhenixFIN 525 for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for PhenixFIN 525 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| PhenixFIN 525 is unlikely to experience financial distress in the next 2 years | |
| Latest headline from MacroaxisInsider: Acquisition by Lorber David A of 572 shares of PhenixFIN 525 at 46.05 subject to Rule 16b-3 |
- Analyzing PhenixFIN 525's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether PhenixFIN 525's stock is overvalued or undervalued compared to its peers.
- Examining PhenixFIN 525's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating PhenixFIN 525's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PhenixFIN 525's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of PhenixFIN 525's stock. These opinions can provide insight into PhenixFIN 525's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for PhenixFIN Stock Analysis
When running PhenixFIN 525's price analysis, check to measure PhenixFIN 525's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PhenixFIN 525 is operating at the current time. Most of PhenixFIN 525's value examination focuses on studying past and present price action to predict the probability of PhenixFIN 525's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PhenixFIN 525's price. Additionally, you may evaluate how the addition of PhenixFIN 525 to your portfolios can decrease your overall portfolio volatility.