Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BHFAN (Brighthouse Financial Inc) | -16.36% | -18.40% | -2.63% | NA | NA | NA | NA | -5.57% |
Data as of 07/07/2025, AR inception is 11/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHFAN (Brighthouse Financial Inc) | 11/24/2020 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | -18.40 | -2.63 | NA | NA | NA | NA | -5.57 | -16.36 | 8.68 | 14.11 | -29.69 | 3.76 | 5.09 |
| Sharpe Ratio | NA | -0.90 | -0.18 | NA | NA | NA | NA | -0.28 | -1.13 | 0.25 | 0.34 | -1.16 | 0.32 | 9.00 |
| Standard Deviation(%) | NA | 22.53 | 26.31 | NA | NA | NA | NA | 23.81 | 26.69 | 20.25 | 31.20 | 27.03 | 11.75 | 7.22 |
| Draw Down(%) | NA | 27.98 | 31.05 | NA | NA | NA | NA | 39.17 | 22.53 | 14.45 | 26.32 | 29.69 | 8.06 | 0.72 |
| Yield(%) | 0.00 | 6.77 | 6.64 | 4.82 | 2.41 | 1.61 | 1.21 | 6.03 | 3.51 | 7.30 | 7.59 | 5.11 | 5.60 | 0.00 |
Data as of 07/07/2025, AR inception is 11/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHFAN (Brighthouse Financial Inc) |
-6.72%
Jan 2022 - Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHFAN (Brighthouse Financial Inc) |
-0.97%
Jan 2021 - Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart