Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BHF (Brighthouse Financial, Inc.) | 1.35% | -0.79% | 4.51% | 11.65% | NA | NA | NA | -4.44% |
Data as of 07/28/2025, AR inception is 07/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHF (Brighthouse Financial, Inc.) | 07/17/2017 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | -0.79 | 4.51 | 11.65 | NA | NA | NA | -4.44 | 1.35 | -9.22 | 3.22 | -1.02 | 43.09 | -7.72 | 28.71 | -48.02 | -16.23 | -62.50 | -69.23 | 18.18 | -91.41 | 401.96 | 27.50 | -90.97 | -15.30 |
| Sharpe Ratio | NA | 0.02 | 0.06 | 0.22 | 0.18 | NA | NA | -0.12 | 0.10 | -0.45 | -0.03 | -0.05 | 1.15 | -0.09 | 0.14 | -1.98 | -2.00 | -0.11 | -0.18 | 0.08 | -0.56 | 1.28 | 0.13 | -0.53 | -0.47 |
| Standard Deviation(%) | NA | 45.85 | 39.60 | 41.84 | 459.48 | NA | NA | 48.17 | 52.81 | 34.67 | 35.32 | 45.31 | 37.38 | 89.36 | 40.22 | 35.18 | 26.52 | 563.47 | 381.65 | 219.93 | 162.71 | 194.22 | 307.36 | 171.73 | 95.88 |
| Draw Down(%) | NA | 24.90 | 33.54 | 35.19 | 99.74 | NA | NA | 76.93 | 24.90 | 24.09 | 33.54 | 35.19 | 18.01 | 65.91 | 22.50 | 56.91 | 24.29 | 97.06 | 91.18 | 71.21 | 93.82 | 61.38 | 43.55 | 94.58 | 60.09 |
| Yield(%) | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/28/2025, AR inception is 07/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHF (Brighthouse Financial, Inc.) |
-23.79%
Sep 2017 - Sep 2020 |
-6.51%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHF (Brighthouse Financial, Inc.) |
22.53%
Jul 2020 - Jul 2023 |
19.13%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart