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Performance analysis of Phoenix Energy One LLC. (PHXE-P)

Annual Return

Since Sep 30, 2025, PHXE-P has had an average annual return of +49.40%, outperforming the benchmark SPY, which returned +16.71% annual.

20262025
+24.60%+10.90%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.76%+13.79%+9.96%-5.09%-0.58%+4.73%-1.94%+24.60%
2025+0%+7.15%-0.30%+3.81%+10.90%

Drawdown analysis of Phoenix Energy One LLC. (PHXE-P)

The maximum drawdown for the PHXE-P was -11.13%, occurring on Mar 11, 2026. Recovery took 13 trading sessions.

The current PHXE-P drawdown is -4.05%.

Since Sep 30, 2025 PHXE-P has experienced the following drawdowns:

  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-11.13%Mar 4, 20265Mar 11, 202613Mar 30, 202618
-7.26%Mar 30, 202633May 15, 2026OngoingOngoingOngoing
-6.06%Oct 8, 202531Nov 20, 202528Jan 2, 202659
-2.08%Jan 6, 20262Jan 8, 20267Jan 20, 20269
-1.97%Jan 23, 20265Jan 30, 20262Feb 3, 20267
-1.28%Jan 20, 20261Jan 21, 20262Jan 23, 20263
-0.82%Feb 18, 20262Feb 20, 20261Feb 23, 20263
-0.64%Oct 3, 20251Oct 6, 20251Oct 7, 20252
-0.43%Feb 24, 20261Feb 25, 20261Feb 26, 20262
-0.32%Jan 2, 20261Jan 5, 20261Jan 6, 20262
-0.24%Feb 10, 20261Feb 11, 20261Feb 12, 20262
-0.10%Feb 6, 20261Feb 9, 20261Feb 10, 20262