Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHFAO (Brighthouse Financial Inc) | 4.40% | -19.41% | -7.63% | -4.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHFAO (Brighthouse Financial Inc) | 05/20/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | -19.41 | -7.63 | -4.23 | NA | NA | NA | … | … | 4.40 | -23.52 | 5.46 | 4.80 | -10.89 | 3.38 | 19.11 |
| Sharpe Ratio | NA | -0.67 | -0.40 | -0.30 | NA | NA | NA | … | … | 0.21 | -0.79 | 0.12 | 0.04 | -0.73 | 0.35 | 2.20 |
| Standard Deviation(%) | NA | 31.31 | 24.75 | 22.99 | NA | NA | NA | … | … | 18.69 | 33.63 | 15.30 | 28.75 | 17.02 | 9.60 | 14.82 |
| Draw Down(%) | NA | 30.93 | 39.74 | 39.74 | NA | NA | NA | … | … | 10.93 | 35.10 | 13.41 | 21.51 | 15.55 | 5.60 | 5.54 |
| Yield(%) | 0.00 | 7.84 | 6.66 | 5.99 | 3.99 | 2.66 | 2.00 | … | … | 2.68 | 7.39 | 7.44 | 7.32 | 6.14 | 6.04 | 4.11 |
Data as of 06/05/2026, Common starting date is 05/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHFAO (Brighthouse Financial Inc) |
-7.54%
Jul 2022 – Jul 2025 |
-4.88%
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 |
|---|---|---|---|---|
| BHFAO (Brighthouse Financial Inc) |
4.48%
Jul 2020 – Jul 2023 |
1.43%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart