Bexil Investment Trust (BXSY)

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Bexil Investment Trust (BXSY) is up 15.4% since the beginning of the year. At $17 per share, BXSY is trading just below its 52-week high of $17.

Bexil Investment Trust (BXSY) has returned 15.43% so far this year and 38.72% over the past 12 months.

Based on dividend-adjusted daily data since Jan 2, 2024, BXSY's average daily return is +0.09%, while the average monthly return is +1.92%. At this rate, an investment would double in approximately 3.0 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +10.6%, while the worst month was Mar 2026 at -7.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, BXSY closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +4.5%, while the worst single day was Apr 10, 2025 at -4.7%.

Bexil Investment Trust has an annualized alpha of 11.20%, beta of 0.67, and R2 of 0.39 versus S&P 500 Index. Calculated based on daily prices since January 02, 2024.

• This stock captured 103.62% of S&P 500 Index gains but only 69.44% of its losses - a favorable profile for investors.
• Beta of 0.67 may look defensive, but with R2 of 0.39 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.39 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.

BXSY ranks 92 for risk / return — in the top 92% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Bexil Investment Trust provided a 5.96% dividend yield over the last twelve months, with an annual payout of $1.02 per share.

The table displays the monthly dividend distributions for Bexil Investment Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Bexil Investment Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bexil Investment Trust was 13.06%, occurring on Apr 10, 2025. Recovery took 22 trading sessions.

The current Bexil Investment Trust drawdown is 0.58%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Bexil Investment Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Bexil Investment Trust is priced in the market compared to other companies in the Collective Investments industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.