(PFX) Phenixfin - Performance 26.3% in 12m
Compare PFX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.34%
#14 in Group
Rel. Strength
79.61%
#1580 in Universe
Total Return 12m
26.33%
#21 in Group
Total Return 5y
480.40%
#8 in Group
P/E 6.62
14th Percentile in Group
P/E Forward 14.6
56th Percentile in Group
PEG 8.34
83th Percentile in Group
FCF Yield -0.23%
30th Percentile in Group
12m Total Return: PFX (26.3%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| PJT NYSE PJT Partners |
-16% | 41% | 206% | 29 | 22.5 | 1.36 | 15.8% | 36.6% |
| LPLA NASDAQ LPL Financial Holdings |
-12.8% | 19.3% | 506% | 23.9 | 17.6 | 1.33 | 70.0% | 22.6% |
| RJF NYSE Raymond James Financial |
-13.1% | 1.95% | 228% | 13.6 | 13 | 1.69 | 68.9% | 14.3% |
| SF NYSE Stifel Financial |
-16.9% | 13.7% | 252% | 15 | 11.4 | 0.85 | -1.20% | 12% |
| EVR NYSE Evercore Partners |
-23.9% | -6.6% | 303% | 22 | 15 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-22.3% | -2.17% | 145% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| LAZ NYSE Lazard |
-20.8% | -0.86% | 113% | 16.1 | 12.3 | 1 | -42.7% | 3.53% |
| SCHW NYSE Charles Schwab |
-4.16% | 6.31% | 123% | 26.8 | 18.9 | 0.91 | -13.0% | 6.41% |
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 | -1.87% | -7.49% | -7.79% |
| 3 Months | 10.05% | -1.50% | -9.06% |
| 12 Months | 26.33% | 16.29% | 4.64% |
| 5 Years | 480.40% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | PFX | XLF | S&P 500 |
| 1 Month | -41.4% | 58.6% | -5.5% |
| 3 Months | 72.5% | -8.5% | -61.9% |
| 12 Months | 92.2% | 92.9% | 82.8% |
| 5 Years | 75.2% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #32 | 0.86% | 1.17% |
| 3 Month | #17 | 6.22% | 15.1% |
| 12 Month | #27 | 3.09% | 14.6% |
| 5 Years | #9 | 122% | 153% |
FAQs
Does PFX Phenixfin outperforms the market?
Yes,
over the last 12 months PFX made 26.33%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months PFX made 10.05%, while XLF made -1.50%.
Over the last 3 months PFX made 10.05%, while XLF made -1.50%.
Performance Comparison PFX vs Indeces and Sectors
PFX vs. Indices PFX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.56% | 5.92% | 17.7% | 21.7% |
| US NASDAQ 100 | QQQ | 4.63% | 7.33% | 18.9% | 23.8% |
| US Dow Jones Industrial 30 | DIA | 2.39% | 4.17% | 15.6% | 21.1% |
| German DAX 40 | DAX | 2.44% | 4.45% | -1.22% | 8.81% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.84% | -1.07% | 27.9% | 18.2% |
| Hongkong Hang Seng | HSI | 0.05% | -2.85% | 21.2% | 9.80% |
| India NIFTY 50 | INDA | -0.62% | -8.94% | 22.9% | 26.6% |
| Brasil Bovespa | EWZ | -1.80% | -10.9% | 18.5% | 37.7% |
PFX vs. Sectors PFX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.40% | 6.23% | 9.29% | 13.3% |
| Consumer Discretionary | XLY | 4.26% | 7.76% | 14.7% | 19.2% |
| Consumer Staples | XLP | -3.30% | -0.59% | 10.5% | 13.4% |
| Energy | XLE | 4.80% | -1.41% | 17.3% | 34.1% |
| Financial | XLF | 3.16% | 5.62% | 5.73% | 10.0% |
| Health Care | XLV | -0.53% | 2.07% | 17.6% | 25.4% |
| Industrial | XLI | 3.50% | 4.20% | 18.5% | 24.2% |
| Materials | XLB | 2.31% | 2.16% | 24.2% | 35.2% |
| Real Estate | XLRE | -0.33% | 3.73% | 18.0% | 16.4% |
| Technology | XLK | 5.90% | 8.69% | 24.9% | 31.5% |
| Utilities | XLU | -3.75% | -2.06% | 14.4% | 1.40% |
| Aerospace & Defense | XAR | 3.18% | 1.52% | 12.8% | 11.1% |
| Biotech | XBI | 6.84% | 6.84% | 32.0% | 40.4% |
| Homebuilder | XHB | 5.25% | 5.07% | 37.8% | 41.2% |
| Retail | XRT | 4.61% | 6.66% | 24.4% | 37.9% |