Performance analysis of PhenixFIN (PFXNL)
Annual Return
Over the past 3 years, PFXNL has had an average annual return of +0%
Over the past 5 years, PFXNL has had an average annual return of +5.20%, outperforming the benchmark SPY, which returned -5.20% annual.
Over the past 10 years, PFXNL has had an average annual return of +6.51%, underperforming the benchmark SPY, which returned +11.86% annual.
Since Mar 22, 2013, PFXNL has had an average annual return of +6.58%, underperforming the benchmark SPY, which returned +12.11% annual.
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.15% | +4.36% | +8.67% | +10.75% | +3.68% | +4.24% | +7.20% | +9.74% | +4.55% | +17.30% | -4.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -0.15% | -0.15% | |||||||||||
| 2022 | -0.31% | -0.48% | +1.07% | +0.12% | +0.04% | +0.60% | +0.66% | +0.30% | -0.20% | +0.74% | +1.30% | +0.45% | +4.36% |
| 2021 | +0.96% | +0.43% | +1.25% | +0.64% | +0% | +1.35% | +0.40% | -0.13% | +1.45% | -0.15% | +2.52% | -0.33% | +8.67% |
| 2020 | -3.82% | +2.67% | -30.50% | +11.81% | +14.25% | +8.34% | -10.70% | +9.91% | +9.11% | +3.14% | +1.96% | +3.53% | +10.75% |
| 2019 | -0% | -1.26% | +2.02% | +1.91% | -1.24% | -8.55% | +7.96% | +0.33% | +0.84% | -1.88% | +1.23% | +3.07% | +3.68% |
| 2018 | -0.55% | +0.12% | +1.46% | -0.12% | -0.71% | -0.48% | +0.70% | +2.56% | -0.08% | +0.20% | -1.41% | +2.57% | +4.24% |
| 2017 | -0.04% | +1.12% | +1.78% | -0.18% | +0.75% | +1% | -0.24% | +0.55% | +0.38% | -0.33% | +1.05% | +1.17% | +7.20% |
Drawdown analysis of PhenixFIN (PFXNL)
The maximum drawdown for the PFXNL was -47.68%, occurring on Mar 23, 2020. Recovery took 133 trading sessions.
The current PFXNL drawdown is -0.15%.
Since Mar 22, 2013 PFXNL has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.68% | Dec 12, 2019 | 68 | Mar 23, 2020 | 133 | Sep 30, 2020 | 201 |
| -16.38% | May 1, 2019 | 60 | Jul 26, 2019 | 96 | Dec 11, 2019 | 156 |
| -13.47% | Dec 14, 2015 | 49 | Feb 25, 2016 | 52 | May 10, 2016 | 101 |
| -7.13% | Jun 17, 2013 | 136 | Dec 30, 2013 | 35 | Feb 20, 2014 | 171 |
| -6.28% | Apr 10, 2018 | 21 | May 9, 2018 | 151 | Dec 13, 2018 | 172 |
| -6.23% | Sep 30, 2020 | 4 | Oct 6, 2020 | 4 | Oct 12, 2020 | 8 |
| -6.12% | Oct 29, 2020 | 5 | Nov 5, 2020 | 17 | Dec 1, 2020 | 22 |
| -5.80% | Dec 13, 2018 | 8 | Dec 26, 2018 | 62 | Mar 27, 2019 | 70 |
| -5.46% | Jul 28, 2015 | 19 | Aug 24, 2015 | 78 | Dec 14, 2015 | 97 |
| -4.13% | Jan 9, 2015 | 4 | Jan 15, 2015 | 10 | Jan 30, 2015 | 14 |
| -4.08% | Sep 8, 2016 | 1 | Sep 9, 2016 | 101 | Feb 3, 2017 | 102 |
| -3.34% | Feb 2, 2015 | 11 | Feb 18, 2015 | 28 | Mar 30, 2015 | 39 |
| -2.98% | Sep 16, 2014 | 21 | Oct 15, 2014 | 40 | Dec 11, 2014 | 61 |
| -2.93% | Dec 11, 2014 | 4 | Dec 17, 2014 | 4 | Dec 23, 2014 | 8 |
| -2.92% | Apr 28, 2015 | 6 | May 6, 2015 | 24 | Jun 10, 2015 | 30 |
| -2.87% | Dec 23, 2014 | 1 | Dec 24, 2014 | 6 | Jan 5, 2015 | 7 |
| -2.76% | May 13, 2016 | 7 | May 24, 2016 | 14 | Jun 14, 2016 | 21 |
| -2.71% | Mar 17, 2014 | 7 | Mar 26, 2014 | 27 | May 5, 2014 | 34 |
| -2.70% | Jun 10, 2015 | 3 | Jun 15, 2015 | 21 | Jul 15, 2015 | 24 |
| -2.54% | Oct 26, 2020 | 1 | Oct 27, 2020 | 2 | Oct 29, 2020 | 3 |
| -2.48% | Nov 30, 2021 | 4 | Dec 6, 2021 | 7 | Dec 15, 2021 | 11 |
| -2.06% | Feb 3, 2017 | 13 | Feb 23, 2017 | 24 | Mar 29, 2017 | 37 |
| -2.02% | Dec 15, 2021 | 23 | Jan 19, 2022 | 37 | Mar 14, 2022 | 60 |
| -1.97% | Mar 7, 2014 | 2 | Mar 11, 2014 | 3 | Mar 14, 2014 | 5 |
| -1.83% | Mar 15, 2022 | 10 | Mar 29, 2022 | 61 | Jun 27, 2022 | 71 |