Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHFAL (Brighthouse Financial Inc) | 0.83% | -16.27% | -5.50% | -3.56% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHFAL (Brighthouse Financial Inc) | 09/17/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | -16.27 | -5.50 | -3.56 | NA | NA | NA | … | … | 0.83 | -22.90 | 15.57 | -7.47 | -0.64 | 0.78 | 10.97 | 35.69 | -13.71 |
| Sharpe Ratio | NA | -0.97 | -0.46 | -0.31 | NA | NA | NA | … | … | -0.08 | -1.28 | 0.87 | -0.40 | -0.10 | 0.08 | 0.24 | 2.54 | -2.25 |
| Standard Deviation(%) | NA | 16.33 | 17.59 | 19.51 | NA | NA | NA | … | … | 12.83 | 20.15 | 13.66 | 28.09 | 20.48 | 9.84 | 44.37 | 13.48 | 18.64 |
| Draw Down(%) | NA | 18.55 | 28.76 | 28.76 | NA | NA | NA | … | … | 8.84 | 26.83 | 6.52 | 19.03 | 17.87 | 7.99 | 38.35 | 5.73 | 18.03 |
| Yield(%) | 2.37 | 7.44 | 6.52 | 5.68 | 4.85 | 3.23 | 2.43 | … | … | 4.59 | 6.55 | 7.20 | 6.28 | 5.83 | 5.57 | 5.69 | 6.86 | 1.60 |
Data as of 06/05/2026, Common starting date is 09/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHFAL (Brighthouse Financial Inc) |
-6.23%
Dec 2022 – Dec 2025 |
-3.76%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHFAL (Brighthouse Financial Inc) |
14.91%
Dec 2018 – Dec 2021 |
6.89%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
