The total return over the past 12 months is -5.89% vs. +16.94% for the S&P 500. So far it's up +1.75% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (6.06%) | +6.47% | +0.90% | (11.59%) | (9.39%) | N/A |
| Total Return CAGR | (5.89%) | +8.58% | +2.17% | (8.03%) | (3.08%) | N/A |
| Revenue CAGR | +8.21% | (0.70%) | +3.64% | N/A | N/A | N/A |
| Net Income CAGR | (24.35%) | (32.10%) | N/A | N/A | N/A | N/A |
| EPS CAGR | (20.13%) | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | (94.89%) | N/A | (31.36%) | (43.16%) | (28.97%) | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
PhenixFIN Corporation (PFX)
| Year | Start price | End price | PFX Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $44.18 | $44.87 | +1.75% | +14.51% | (12.76%) |
| 2025 | $50.64 | $44.18 | (10.22%) | +17.72% | (27.94%) |
| 2024 | $42.25 | $50.64 | +23.33% | +24.89% | (1.56%) |
| 2023 | $31.05 | $42.25 | +36.07% | +26.19% | +9.88% |
| 2022 | $41.83 | $31.05 | (25.52%) | (18.17%) | (7.35%) |
| 2021 | $28.31 | $41.83 | +47.76% | +28.74% | +19.02% |
| 2020 | $43.60 | $28.31 | (31.07%) | +18.37% | (49.44%) |
| 2019 | $53.20 | $43.60 | (16.71%) | +31.22% | (47.93%) |
| 2018 | $104.40 | $53.20 | (42.45%) | (4.56%) | (37.89%) |
| 2017 | $150.20 | $104.40 | (22.60%) | +21.70% | (44.30%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
