Summary
PFX
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return -11.74% Volatility 28.64% Sharpe -1.07
Official loaded data — not a live quote.

PhenixFIN Corp

Symbol: PFX

Exchange: NASDAQ

Sector: N/A

Category: N/A

Inception date: N/A

Latest date: 20/07/2026

Current price: $43.39

Expense ratio: N/A

Assets under management
N/A
-5.67% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-0.02%

Ann. -74.96% (Sharpe / Sortino numerator)

Volatility

44.30%

Sharpe ratio

-1.774

VaR 95%

-4.74%

CVaR 95%: -5.34%
Max drawdown: -11.81%
Sortino ratio: -2.936
Calmar ratio: -6.35

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

6.00%

Ann. -47.26% (Sharpe / Sortino numerator)

Volatility

43.25%

Sharpe ratio

-1.177

VaR 95%

-4.81%

CVaR 95%: -5.84%
Max drawdown: -18.51%
Sortino ratio: -1.649
Calmar ratio: -2.55

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-0.08%

Ann. -34.54% (Sharpe / Sortino numerator)

Volatility

37.42%

Sharpe ratio

-1.020

VaR 95%

-4.11%

CVaR 95%: -5.27%
Max drawdown: -20.11%
Sortino ratio: -1.417
Calmar ratio: -1.72

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-11.74%

Ann. -26.93% (Sharpe / Sortino numerator)

Volatility

28.64%

Sharpe ratio

-1.067

VaR 95%

-2.96%

CVaR 95%: -4.36%
Max drawdown: -26.84%
Sortino ratio: -1.318
Calmar ratio: -1.00

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-4.27%

Ann. -3.59% (Sharpe / Sortino numerator)

Volatility

25.23%

Sharpe ratio

-0.286

VaR 95%

-2.34%

CVaR 95%: -3.70%
Max drawdown: -29.57%
Sortino ratio: -0.371
Calmar ratio: -0.12

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

24.90%

Ann. 3.14% (Sharpe / Sortino numerator)

Volatility

24.98%

Sharpe ratio

-0.020

VaR 95%

-2.33%

CVaR 95%: -3.64%
Max drawdown: -29.57%
Sortino ratio: -0.025
Calmar ratio: 0.11

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

-0.025%

Best day

10.469%

17/07/2026
Worst day

-9.654%

15/07/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $46.00 $48.49 $43.01 $43.39 5,800
17/07/2026 $42.95 $48.80 $42.01 $45.90 10,900
16/07/2026 $41.55 $41.55 $41.55 $41.55 0
15/07/2026 $47.95 $48.99 $41.55 $41.55 7,800
14/07/2026 $43.95 $48.99 $43.95 $45.99 7,700
13/07/2026 $42.82 $42.82 $42.82 $42.82 0
10/07/2026 $43.99 $44.80 $42.82 $42.82 2,200
09/07/2026 $43.10 $43.20 $43.08 $43.18 1,100
08/07/2026 $42.69 $43.27 $42.58 $43.27 1,100
07/07/2026 $42.55 $42.55 $42.55 $42.55 0