BEXIL INVESTMENT TRUST
Bexil Investment Trust

Average annual returns

No trailing-return data available for this share class.

Risk statistics

75 months through March 31, 2026
Volatility (ann.)
18.33%
Sharpe
0.90
Sortino
1.61
Max drawdown
-26.06%
Best month
16.04%
Worst month
-11.98%
Beta vs VTSAX
1.09
Correlation
0.75

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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