BXSY (Bexil Investment Trust) 6-1 Month Momentum %: 13.82% (As of Sep. 11, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BXSY Bexil Investment Trust BXSY
52 GF Score
Price $18.05
GF Value $35.77
Valuation Possible Value Trap
! 4 Warning Signs
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What is Bexil Investment Trust 6-1 Month Momentum %?

Bexil Investment Trust BXSY +0.61% 52 6-1 Month Momentum % is 13.82% as of Sep. 11, 2026. GuruFocus rates BXSY with a GF Score™ of 52/100 and a GF Value™ of $35.77 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 1,649 Asset Management companies, Bexil Investment Trust ranks better than 80.17% on this metric.

6-1 Month Momentum % is the total return of the stock from 6-month ago to 1-month ago. As of today (2026-09-11), Bexil Investment Trust's 6-1 Month Momentum % is 13.82%.

The industry rank for Bexil Investment Trust's 6-1 Month Momentum % or its related term are showing as below:

BXSY's 6-1 Month Momentum % is ranked better than
80.17% of 1649 companies
in the Asset Management industry
Industry Median: 0.24 vs BXSY: 13.82

Bexil Investment Trust  (OTCPK:BXSY) 6-1 Month Momentum % Explanation

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 6-1 Month Momentum % measures the total return to a stock over the past six 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 6-1 Month Momentum % Related Terms


BXSY vs DHY, FTF, PSF: 6-1 Month Momentum % Comparison

For the Asset Management subindustry, Bexil Investment Trust's 6-1 Month Momentum %, along with its competitors' market caps and 6-1 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 6-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Bexil Investment Trust's 6-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Bexil Investment Trust's 6-1 Month Momentum % falls into.


BXSY
52GF Score
Bexil Investment Trust BXSY
6-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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Bexil Investment Trust  (OTCPK:BXSY) 6-1 Month Momentum % Calculation

6-1 Month Momentum % is calculated as following:

6-1 Month Momentum %=( Price 1-month ago / Price 6-month ago - 1 ) * 100 %

* 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.

Frequently Asked Questions Learn more about 6-1 Month Momentum % →
What does a 6-1 Month Momentum % of 13.82% mean?
Bexil Investment Trust (BXSY) has a 6-1 Month Momentum % of 13.82% as of Sep. 11, 2026. 6-1 Month Momentum measures the total return of the stock from 6-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 #327 out of 1649 companies in the Asset Management industry, placing it in the top 19.8%.
Is Bexil Investment Trust's 6-1 Month Momentum % too high?
Bexil Investment Trust's current 6-1 Month Momentum % is 13.82%. The Asset Management industry median 6-1 Month Momentum % is 0.24. Bexil Investment Trust's value of 13.82% is 5658.3% above this industry median. Based on the distribution chart, Bexil Investment Trust ranks #327 out of 1649 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Bexil Investment Trust has a GF Score™ of 52/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Bexil Investment Trust's 6-1 Month Momentum % compare to DHY and FTF?
According to the Asset Management industry distribution chart, Bexil Investment Trust ranks #327 out of 1649 companies for 6-1 Month Momentum %. This places Bexil Investment Trust in the top 20% of its industry — outperforming the majority of peers. The industry median 6-1 Month Momentum % is 0.24. Bexil Investment Trust's value of 13.82% is 5658.3% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 6-1 Month Momentum % for an Asset Management company?
The median 6-1 Month Momentum % among Asset Management companies is 0.24, based on 1,649 companies in the industry. Companies in the top quartile (top 25%) have a 6-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 6-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Bexil Investment Trust's current 6-1 Month Momentum % of 13.82% is 5658.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 6-1 Month Momentum % mean?
A high 6-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 6-1 Month Momentum measures the total return of the stock from 6-month ago to 1-month ago. View historical data on Bexil Investment Trust and its competitors. For the Asset Management industry, the median 6-1 Month Momentum % is 0.24 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bexil Investment Trust's current 6-1 Month Momentum % is 13.82%. 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 $35.77, compared to a current price of $18.05 — trading 49.5% below its estimated fair value. The current 6-1 Month Momentum % is 13.82% and 5658.3% above the Asset Management industry median of 0.24. Bexil Investment Trust's overall GF Score™ is 52/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 6-1 Month Momentum % calculated?
6-1 Month Momentum % is calculated from a company's financial statements. For Bexil Investment Trust (BXSY), the current 6-1 Month Momentum % is 13.82% as of Sep. 11, 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 $18.05 is trading 49.5% below its estimated GF Value™ of $35.77. GuruFocus considers Bexil Investment Trust to be Possible Value Trap.

Key valuation signals for BXSY:

  • 6-1 Month Momentum %: 13.82%
  • GF Value™: $35.77 vs. price of $18.05 (49.5% below fair value)
  • GF Score™: 52/100 with 4 warning signs
  • Industry Position: 5658.3% above the Asset Management median (#327 of 1649)

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 Business Description

Address 17 Old Drewsville Road, Walpole, NH, USA, 03608
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.
52GF Score

Get the complete analysis for BXSY

6-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$18.05
Price
$35.77
GF Value