Phenixfin 525 Stock Performance
| PFXNZ Stock | USD 23.95 0.05 0.21% |
PhenixFIN 525 has a performance score of 15 on a scale of 0 to 100. The company holds a Beta of -0.0201, 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 0.3%. Please check PhenixFIN 525 sortino ratio, as well as the relationship between the semi variance and day median price , to decide if PhenixFIN 525 will be following its historical price patterns.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in PhenixFIN 525 are ranked lower than 15 (%) 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 latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (0.37) | Five Day Return 0.27 | Year To Date Return 0.74 | Ten Year Return (5.26) | All Time Return (5.26) |
Dividend Date 2026-11-02 |
1 | Acquisition by Lorber David A of 100 shares of PhenixFIN 525 at 44.33 subject to Rule 16b-3 | 12/15/2025 |
2 | Acquisition by Lorber David A of 138 shares of PhenixFIN 525 at 44.45 subject to Rule 16b-3 | 12/16/2025 |
3 | Acquisition by Lorber David A of 908 shares of PhenixFIN 525 at 44.74 subject to Rule 16b-3 | 12/17/2025 |
4 | Acquisition by Mcmillan Ellida of tradable shares of PhenixFIN 525 at 45.0 subject to Rule 16b-3 | 12/22/2025 |
5 | Acquisition by Mcmillan Ellida of 150 shares of PhenixFIN 525 at 45.3265 subject to Rule 16b-3 | 12/23/2025 |
6 | Acquisition by Lorber David A of 572 shares of PhenixFIN 525 at 46.05 subject to Rule 16b-3 | 12/24/2025 |
7 | PhenixFIN Corporation Announces First Quarter 2026 Financial Results | 02/09/2026 |
PhenixFIN | Build AI portfolio with PhenixFIN Stock |
PhenixFIN 525 Relative Risk vs. Return Landscape
If you would invest 2,314 in PhenixFIN 525 on November 22, 2025 and sell it today you would earn a total of 81.00 from holding PhenixFIN 525 or generate 3.5% return on investment over 90 days. PhenixFIN 525 is currently producing 0.0588% returns and takes up 0.2996% volatility of returns over 90 trading days. Put another way, 2% 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 Target Price Odds to finish over Current Price
The tendency of PhenixFIN Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 23.95 | 90 days | 23.95 | under 4 |
Based on a normal probability distribution, the odds of PhenixFIN 525 to move above the current price in 90 days from now is under 4 (This PhenixFIN 525 probability density function shows the probability of PhenixFIN Stock to fall within a particular range of prices over 90 days) .
PhenixFIN 525 Price Density |
| Price |
Predictive Modules for PhenixFIN 525
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as PhenixFIN 525. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.PhenixFIN 525 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. PhenixFIN 525 is not an exception. The market had few large corrections towards the PhenixFIN 525's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold PhenixFIN 525, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of PhenixFIN 525 within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | -0.02 | |
σ | Overall volatility | 0.28 | |
Ir | Information ratio | -0.05 |
PhenixFIN 525 Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of PhenixFIN 525 for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for PhenixFIN 525 can help investors quickly react to important events or material 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 | |
| PhenixFIN 525 has a poor financial position based on the latest SEC disclosures | |
| Latest headline from globenewswire.com: PhenixFIN Corporation Announces First Quarter 2026 Financial Results |
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 | |
| PhenixFIN 525 has a poor financial position based on the latest SEC disclosures | |
| Latest headline from globenewswire.com: PhenixFIN Corporation Announces First Quarter 2026 Financial Results |
- 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.