Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXLCD (Bexil Corporation) | NA | 14.86% | 15.27% | 30.92% | 18.18% | 3.88% | NA | … | … |
Data as of 05/30/2025, Common starting date is 09/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXLCD (Bexil Corporation) | 09/27/2007 | 05/30/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 14.86 | 15.27 | 30.92 | 18.18 | 3.88 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 05/30/2025, Common starting date is 09/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXLCD (Bexil Corporation) |
-53.11%
Jun 2013 – Jun 2016 |
-31.31%
Aug 2013 – Aug 2018 |
-9.92%
Jun 2008 – Jun 2018 |
-0.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXLCD (Bexil Corporation) |
60.95%
May 2020 – May 2023 |
34.82%
May 2018 – May 2023 |
5.54%
Aug 2012 – Aug 2022 |
3.20%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison Chart