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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-27), Bexil Investment Trust's 3-1 Month Momentum % is 1.47%.
The industry rank for Bexil Investment Trust's 3-1 Month Momentum % or its related term are showing as below:
BXSY's 3-1 Month Momentum % is ranked better than 72.27% of 1630
companies
in the Asset Management industry
Industry Median: -1.365
vs BXSY: 1.47
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Bexil Investment Trust 3-1 Month Momentum % Related Terms
BXSY vs SABA, MFM, LIEN: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Bexil Investment Trust's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Bexil Investment Trust 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Bexil Investment Trust's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Bexil Investment Trust's 3-1 Month Momentum % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Bexil Investment Trust (BXSY) has a 3-1 Month Momentum % of 1.47% as of Aug. 27, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Bexil Investment Trust and its competitors. According to the industry distribution chart, Bexil Investment Trust ranks #452 out of 1630 companies in the Asset Management industry, placing it in the top 27.7%.
Is Bexil Investment Trust's 3-1 Month Momentum % too high?
Bexil Investment Trust's current 3-1 Month Momentum % is 1.47%. Based on the distribution chart, Bexil Investment Trust ranks #452 out of 1630 companies in the Asset Management industry, which is above the industry midpoint. Overall, Bexil Investment Trust has a GF Score™ of 54/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Bexil Investment Trust's 3-1 Month Momentum % compare to SABA and MFM?
According to the Asset Management industry distribution chart, Bexil Investment Trust ranks #452 out of 1630 companies for 3-1 Month Momentum %. This puts Bexil Investment Trust in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Bexil Investment Trust and its competitors. Bexil Investment Trust's current 3-1 Month Momentum % is 1.47%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bexil Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, Bexil Investment Trust (BXSY) is currently considered Possible Value Trap. The stock's GF Value™ is $27.45, compared to a current price of $18.18 — trading 33.8% below its estimated fair value. The current 3-1 Month Momentum % is 1.47%. Bexil Investment Trust's overall GF Score™ is 54/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Bexil Investment Trust (BXSY), the current 3-1 Month Momentum % is 1.47% as of Aug. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Bexil Investment Trust (BXSY) Overvalued in 2026?
Based on GuruFocus' analysis, Bexil Investment Trust stock appears to be undervalued.
The current stock price of $18.18 is trading 33.8% below its estimated GF Value™ of $27.45.
GuruFocus considers Bexil Investment Trust to be Possible Value Trap.
Key valuation signals for BXSY:
3-1 Month Momentum %: 1.47%
GF Value™: $27.45 vs. price of $18.18 (33.8% below fair value)
No single metric tells the full story. See the BXSY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Bexil Investment Trust is a diversified, closed-ended management investment company. The fund's investment objective is to seek high current income with a secondary objective of capital appreciation. The fund seeks to invest in stocks of companies operating across diversified sectors. It mainly invests in dividend-paying stocks of companies across all capitalizations. The Fund seeks to achieve its objectives by investing, under normal circumstances, in income-generating equity securities, including dividend-paying common stocks, convertible securities, preferred stocks, securities of registered investment companies, exchange-traded funds organized as investment companies or otherwise, real estate investment trusts, depositary receipts, and other equity-related securities.
54GF Score
Get the complete analysis for BXSY
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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