Performance analysis of PHX Minerals (PHX)
Annual Return
Over the past 3 years, PHX has had an average annual return of +28.65%, outperforming the benchmark SPY, which returned +19.77% annual.
Over the past 5 years, PHX has had an average annual return of +9.28%, underperforming the benchmark SPY, which returned +10.66% annual.
Over the past 10 years, PHX has had an average annual return of -11.53%, underperforming the benchmark SPY, which returned +14.16% annual.
Since Nov 1, 1999, PHX has had an average annual return of +7.46%, underperforming the benchmark SPY, which returned +7.88% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.86% | +29.47% | -14.63% | +83.46% | -4.32% | -79.09% | -26.80% | -23.92% | -12.04% | +47.06% | -30.04% | +40.32% |
| 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 |
| +19.53% | -13.10% | +20.78% | +7.05% | +45.82% | -29.16% | +38.27% | -6.42% | +79.42% | +45.40% | +75.02% | +27.66% |
| 2001 | 2000 | 1999 | |||||||||
| +8.28% | +94.05% | -9.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.75% | +7.16% | -1.25% | -3.04% | +13.84% | +0.69% | +10.86% | ||||||
| 2024 | -0.93% | -3.76% | +12.17% | -1.76% | -2.09% | +0.31% | +0.61% | +6.73% | -2.31% | +6.81% | +6.67% | +4.99% | +29.47% |
| 2023 | -7.20% | -19.91% | -8.71% | +3.44% | +5.98% | +9.48% | +3.53% | +8.49% | +4.60% | -4.94% | -4.07% | -2.13% | -14.63% |
| 2022 | +9.68% | +9.50% | +18.15% | +14.71% | +0.33% | -13.14% | +7.89% | +1.15% | -1.82% | +22.84% | -8.80% | +7.76% | +83.46% |
| 2021 | +19.56% | +28.04% | -18.23% | +0.70% | -0.71% | +30.07% | -18.82% | -15.91% | +20.95% | -0.65% | -17.78% | -12.85% | -4.32% |
| 2020 | -35.50% | -7.46% | -44.51% | +17.34% | -3.25% | -35.89% | -17.91% | -13.69% | -24.34% | +4.90% | +16.02% | +32.95% | -79.09% |
| 2019 | +3.23% | +2.88% | -4.38% | -4.46% | -11.67% | -1.29% | -9.43% | -2.87% | +22.31% | +1.50% | -16.45% | -5.16% | -26.80% |
| 2018 | -0.97% | -12.10% | +8.12% | +0.78% | +7.20% | -8.21% | +6.81% | -8.39% | -1.07% | -3.58% | -7.02% | -6.06% | -23.92% |
| 2017 | -6.58% | -10.28% | -2.54% | -1.30% | +2.59% | +19.07% | -4.76% | -3.89% | +12.80% | +1.47% | -7.90% | -7.43% | -12.04% |
Drawdown analysis of PHX Minerals (PHX)
The maximum drawdown for the PHX was -95.48%, occurring on Sep 30, 2020. This drawdown has not yet recovered.
The current PHX drawdown is -84.27%.
Since Nov 1, 1999 PHX has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.48% | Jul 22, 2014 | 1560 | Sep 30, 2020 | Ongoing | Ongoing | Ongoing |
| -66.52% | Aug 11, 2008 | 144 | Mar 9, 2009 | 1226 | Jan 21, 2014 | 1370 |
| -45.50% | May 14, 2001 | 368 | Nov 1, 2002 | 151 | Jun 11, 2003 | 519 |
| -32.08% | Sep 1, 2005 | 50 | Nov 11, 2005 | 57 | Feb 6, 2006 | 107 |
| -28.69% | Mar 9, 2005 | 35 | Apr 28, 2005 | 74 | Aug 12, 2005 | 109 |
| -26.06% | Mar 8, 2004 | 43 | May 7, 2004 | 110 | Oct 14, 2004 | 153 |
| -24.21% | Apr 19, 2006 | 44 | Jun 21, 2006 | 216 | May 2, 2007 | 260 |
| -23.43% | Sep 21, 2000 | 17 | Oct 16, 2000 | 80 | Feb 9, 2001 | 97 |
| -19.87% | Feb 6, 2006 | 34 | Mar 27, 2006 | 16 | Apr 19, 2006 | 50 |
| -18.74% | Jun 22, 2007 | 38 | Aug 16, 2007 | 101 | Jan 10, 2008 | 139 |
| -18.68% | Jun 23, 2008 | 9 | Jul 7, 2008 | 25 | Aug 11, 2008 | 34 |
| -17.21% | Mar 5, 2008 | 11 | Mar 20, 2008 | 28 | Apr 30, 2008 | 39 |
| -16.90% | Nov 3, 1999 | 38 | Dec 29, 1999 | 74 | Apr 13, 2000 | 112 |
| -16.67% | Nov 29, 2004 | 3 | Dec 2, 2004 | 55 | Feb 22, 2005 | 58 |
| -15.69% | Dec 31, 2003 | 15 | Jan 23, 2004 | 25 | Mar 1, 2004 | 40 |
| -15.33% | Oct 26, 2004 | 2 | Oct 28, 2004 | 16 | Nov 19, 2004 | 18 |
| -13.18% | Apr 13, 2000 | 11 | May 1, 2000 | 25 | Jun 6, 2000 | 36 |
| -13.14% | Jun 20, 2014 | 13 | Jul 10, 2014 | 3 | Jul 15, 2014 | 16 |
| -11.45% | Jun 19, 2003 | 3 | Jun 24, 2003 | 39 | Aug 19, 2003 | 42 |
| -10.47% | Jan 22, 2014 | 10 | Feb 5, 2014 | 20 | Mar 6, 2014 | 30 |
| -10.18% | Jan 10, 2008 | 8 | Jan 23, 2008 | 25 | Feb 28, 2008 | 33 |
| -10.00% | Aug 7, 2000 | 1 | Aug 8, 2000 | 5 | Aug 15, 2000 | 6 |
| -7.98% | Mar 13, 2001 | 2 | Mar 15, 2001 | 37 | May 8, 2001 | 39 |
| -7.89% | Jun 15, 2000 | 13 | Jul 5, 2000 | 6 | Jul 13, 2000 | 19 |
| -7.64% | Mar 18, 2014 | 6 | Mar 26, 2014 | 31 | May 9, 2014 | 37 |