Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PFXNL (PhenixFIN Corporation) | NA | -100.00% | NA | NA | NA | NA | NA | … | … |
Data as of 01/24/2023, Common starting date is 01/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PFXNL (PhenixFIN Corporation) | 01/20/2021 | 01/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | NA | NA | NA | NA | NA | … | … | -100.00 | 10.87 | 7.61 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.38 | 1.13 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 6.93 | 7.07 |
| Draw Down(%) | NA | 100.00 | NA | NA | NA | NA | NA | … | … | 100.00 | 1.84 | 2.48 |
| Yield(%) | NA | 6.03 | 4.08 | 2.45 | 1.23 | 0.82 | 0.61 | … | … | 0.00 | 5.96 | 6.13 |
Data as of 01/24/2023, Common starting date is 01/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFXNL (PhenixFIN Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PFXNL (PhenixFIN Corporation) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart