Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXSY (Bexil Investment Trust) | 11.77% | 37.12% | 24.12% | 11.65% | 12.32% | 12.64% | 18.67% | … | … |
Data as of 06/09/2026, Common starting date is 06/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXSY (Bexil Investment Trust) | 06/24/1998 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 37.12 | 24.12 | 11.65 | 12.32 | 12.64 | 18.67 | … | … | 11.77 | 32.48 | 10.99 | 19.85 | -17.29 | 42.00 | -7.84 | 51.05 | -24.74 | 18.85 | 17.69 | -17.53 | 10.88 | 24.35 | 46.51 | 23.93 | 70.59 | 107.59 | -22.98 | 11.05 | 39.50 | 48.68 | 57.25 | 110.80 | 13.14 | 65.52 | 52.90 | 11.79 | 5.63 |
| Sharpe Ratio | NA | 2.51 | 1.31 | 0.51 | 0.52 | NA | NA | … | … | 1.75 | 1.68 | 0.44 | 0.98 | -0.74 | 2.70 | -0.19 | 3.54 | -1.64 | 2.01 | 1.25 | -1.09 | 1.01 | 1.75 | 2.17 | 0.90 | 3.29 | 3.13 | -0.37 | 0.37 | 1.99 | 2.23 | 2.58 | 5.83 | 0.31 | 2.31 | 2.19 | 0.37 | 0.26 |
| Standard Deviation(%) | NA | 14.08 | 16.72 | 18.49 | 20.61 | NA | NA | … | … | 15.00 | 17.65 | 16.83 | 16.67 | 25.36 | 15.56 | 42.08 | 14.02 | 15.98 | 9.08 | 13.96 | 16.06 | 10.79 | 13.92 | 21.62 | 26.47 | 21.42 | 34.35 | 64.47 | 21.26 | 18.18 | 20.84 | 21.78 | 18.88 | 38.14 | 27.84 | 22.24 | 22.59 | 30.13 |
| Draw Down(%) | NA | 11.16 | 15.26 | 27.09 | 50.35 | NA | NA | … | … | 11.16 | 13.06 | 8.31 | 17.37 | 26.47 | 6.87 | 50.35 | 7.56 | 33.14 | 4.88 | 13.90 | 25.80 | 10.10 | 13.75 | 11.72 | 21.56 | 11.69 | 25.37 | 57.34 | 23.73 | 17.97 | 11.47 | 16.95 | 8.52 | 36.21 | 16.43 | 17.82 | 16.37 | 10.66 |
| Yield(%) | 0.00 | 7.68 | 9.18 | 7.34 | 8.33 | 26.84 | 17.90 | … | … | 1.70 | 8.07 | 8.94 | 9.07 | 6.88 | 11.72 | 7.33 | 8.31 | 5.26 | 5.03 | 9.23 | 10.92 | 10.86 | 11.83 | 48.28 | 37.95 | 42.28 | 51.65 | 45.01 | 36.57 | 35.17 | 39.47 | 40.84 | 53.89 | 41.93 | 48.97 | 47.79 | 36.82 | 13.73 |
Data as of 06/09/2026, Common starting date is 06/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXSY (Bexil Investment Trust) |
-5.62%
Oct 2017 – Oct 2020 |
-2.94%
Mar 2015 – Mar 2020 |
4.70%
May 2013 – May 2023 |
12.09%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXSY (Bexil Investment Trust) |
73.99%
Oct 2002 – Oct 2005 |
58.84%
Nov 2000 – Nov 2005 |
46.12%
Oct 2002 – Oct 2012 |
40.48%
Sep 1999 – Sep 2014 |
Annualized Rolling Returns Comparison Chart