Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BXLC (Bexil Cp) 0.00% 52.94% 410.04% 228.47% 102.13% 44.99% 31.14%
Data as of 06/03/2026, Common starting date is 10/07/1996
More Performance Analytics Comparison
Name Start Date End Date
BXLC (Bexil Cp) 10/07/1996 06/03/2026
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 1997 1996
Annualized Return (%) 0.00 52.94 410.04 228.47 102.13 44.99 31.14 0.00 16,150.00 37.93 -1.69 20.65 63.00 -3.85 54.46 -17.55 22.50 -6.89 -9.63 -62.85 -35.94 51.52 5.57 26.00 -5.66 -11.96 -8.98 0.52 110.40 1.64 53.82 14.73 26.27 3.87 -22.89 16.18 6.99 -13.56
Sharpe Ratio NA 1,673.24 0.19 0.12 0.07 NA NA 0.00 8.15 0.01 0.00 0.51 1.22 -0.07 1.81 -0.54 0.52 -0.10 -0.12 -1.96 -0.51 1.40 0.14 0.65 -0.13 -0.39 -0.64 -0.13 2.12 0.01 1.83 0.65 1.58 -0.02 -1.32 0.87 0.26 -2.38
Standard Deviation(%) NA 924.86 2,182.17 1,906.34 1,348.10 NA NA NA 2,021.33 2,533.65 2,782.17 37.75 51.60 61.30 29.19 35.26 42.36 68.93 79.61 32.07 71.05 37.18 38.49 39.73 43.32 33.25 19.17 23.08 50.89 44.82 29.01 20.98 15.34 18.52 19.85 14.62 12.63 20.97
Draw Down(%) NA 0.00 99.99 99.99 99.99 NA NA 0.00 99.99 99.24 99.45 19.83 26.00 39.10 14.08 23.63 26.83 46.83 47.32 66.71 60.29 11.11 46.14 19.29 27.52 29.51 14.04 22.77 24.20 45.24 14.87 17.90 7.00 8.50 27.94 8.20 7.73 15.97
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.03 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.63 0.00 0.00 0.00 0.00 3.20 0.00 0.00 5.66 8.60 10.93 10.67 8.73 9.28 5.44 0.00
Data as of 06/03/2026, Common starting date is 10/07/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BXLC (Bexil Cp) -55.46%
May 2013 – May 2016
-30.83%
May 2013 – May 2018
-13.93%
May 2006 – May 2016
-5.71%
Jan 2004 – Jan 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BXLC (Bexil Cp) 516.43%
Jul 2022 – Jul 2025
241.47%
Jul 2020 – Jul 2025
101.13%
May 2016 – May 2026
45.94%
Jul 2010 – Jul 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return