(PFX) Phenixfin - Performance 11.1% in 12m
PFX performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
88.25%
#9 in Peer-Group
Rel. Strength
54.23%
#3524 in Stock-Universe
Total Return 12m
11.09%
#42 in Peer-Group
Total Return 5y
275.72%
#20 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 9.93 |
| P/E Forward | 30.1 |
| High / Low | USD |
|---|---|
| 52 Week High | 54.38 USD |
| 52 Week Low | 42.63 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 58.29 |
| Buy/Sell Signal +-5 | 0.00 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: PFX (11.1%) vs XLF (29.9%)
5y Drawdown (Underwater) Chart
Top Performer in Investment Banking & Brokerage
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-0.49% | 38.1% | 407% | 25.3 | 21.7 | 1.76 | 81.0% | 30.5% |
| RJF NYSE Raymond James Financial |
9.88% | 34.4% | 273% | 14.3 | 12.9 | 1.68 | 21.5% | 13.1% |
| PJT NYSE PJT Partners |
11.2% | 54.5% | 262% | 29.2 | 27.3 | 1.36 | 1.0% | 6.52% |
| SF NYSE Stifel Financial |
16.1% | 33.2% | 278% | 18.6 | 11.4 | 0.85 | -37.4% | -26.8% |
| SCHW NYSE Charles Schwab |
3.95% | 25.1% | 186% | 27.1 | 21.3 | 1.13 | 7.50% | 11.9% |
| EVR NYSE Evercore Partners |
21.9% | 38% | 446% | 23.7 | 26.7 | 1.13 | -38.0% | 2.04% |
| BGC NASDAQ BGC |
16.9% | 25.9% | 333% | 36.7 | - | 1.22 | 26.1% | 38.4% |
| MC NYSE Moelis |
14.6% | 19.5% | 182% | 25.5 | 29 | 1.97 | -40.2% | -14% |
Performance Comparison: PFX vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for PFX
| Total Return (including Dividends) | PFX | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 3.13% | 4.49% | 5.22% |
| 3 Months | -2.36% | 11.92% | 16.86% |
| 12 Months | 11.09% | 29.94% | 14.81% |
| 5 Years | 275.72% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | PFX | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 68.4% | 64.2% | 81% |
| 3 Months | -60.2% | 86% | 96.9% |
| 12 Months | 85.5% | 78% | 44.9% |
| 5 Years | 74.7% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th39.44 | -2.13% | -2.49% |
| 3 Month | %th11.27 | -19.14% | -21.34% |
| 12 Month | %th39.44 | -14.51% | -3.24% |
| 5 Years | %th71.83 | 51.06% | 77.37% |
FAQs
Does Phenixfin (PFX) outperform the market?
No,
over the last 12 months PFX made 11.09%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.94%.
Over the last 3 months PFX made -2.36%, while XLF made 11.92%.
Performance Comparison PFX vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
PFX vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.9% | -2.1% | -0.9% | -4% |
| US NASDAQ 100 | QQQ | -2.5% | -2.5% | -2.1% | -3% |
| German DAX 40 | DAX | -1.9% | 3.8% | -14.3% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.2% | -1.1% | -3.7% | -7% |
| Hongkong Hang Seng | HSI | -1.9% | -3.2% | -19.3% | -24% |
| India NIFTY 50 | INDA | -0.8% | -0.3% | 0.9% | 11% |
| Brasil Bovespa | EWZ | -4.9% | -5.1% | -27.6% | -0% |
PFX vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.2% | -3.5% | -5.6% | -16% |
| Consumer Discretionary | XLY | -3.6% | 0.2% | 7% | -8% |
| Consumer Staples | XLP | -3.2% | 3.2% | -0.8% | 1% |
| Energy | XLE | -2.2% | -1.9% | 4.3% | 13% |
| Financial | XLF | -3.4% | -1.4% | -4.8% | -19% |
| Health Care | XLV | -1.6% | 0.8% | 7.1% | 15% |
| Industrial | XLI | -3.5% | -1.1% | -7.9% | -14% |
| Materials | XLB | -4.8% | -1.5% | -5.5% | 5% |
| Real Estate | XLRE | -2.7% | 1.8% | 1.5% | -2% |
| Technology | XLK | -3% | -5.7% | -4% | -0% |
| Utilities | XLU | -1.5% | 3.1% | -2.3% | -12% |
| Aerospace & Defense | XAR | -1.6% | -4.5% | -18.1% | -38% |
| Biotech | XBI | -2.5% | -0.4% | 13.2% | 17% |
| Homebuilder | XHB | -5.8% | -5.4% | 7% | 6% |
| Retail | XRT | -5.9% | -1.1% | 3.7% | -0% |
PFX vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -2.9% | -4.45% | 8.92% | 19% |
| Natural Gas | UNG | 1.9% | 13.2% | 7.6% | 18% |
| Gold | GLD | -0.8% | 3.7% | -20.7% | -30% |
| Silver | SLV | -1.2% | -3.5% | -18.8% | -9% |
| Copper | CPER | -1.3% | -1.9% | -19.5% | -2% |
PFX vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.1% | 0.4% | 3.6% | 12% |
| iShares High Yield Corp. Bond | HYG | -1.1% | 1.3% | 0.7% | 1% |