Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHFAP (Brighthouse Financial Inc) | 2.84% | -19.73% | -6.87% | -4.57% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHFAP (Brighthouse Financial Inc) | 03/19/2019 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | -19.73 | -6.87 | -4.57 | NA | NA | NA | … | … | 2.84 | -23.21 | 7.52 | 5.69 | -12.26 | 2.33 | 6.55 | 15.89 |
| Sharpe Ratio | NA | -0.67 | -0.34 | -0.30 | NA | NA | NA | … | … | 0.14 | -0.84 | 0.24 | 0.06 | -0.76 | 0.23 | 0.11 | 1.88 |
| Standard Deviation(%) | NA | 29.60 | 23.75 | 23.57 | NA | NA | NA | … | … | 18.12 | 31.08 | 16.13 | 32.54 | 18.04 | 10.05 | 56.44 | 10.19 |
| Draw Down(%) | NA | 30.41 | 39.65 | 39.65 | NA | NA | NA | … | … | 11.98 | 34.00 | 13.33 | 22.37 | 14.39 | 6.49 | 45.20 | 6.94 |
| Yield(%) | 0.00 | 7.89 | 6.87 | 5.93 | 4.61 | 3.07 | 2.31 | … | … | 2.68 | 7.42 | 7.58 | 7.39 | 6.23 | 6.02 | 5.92 | 4.91 |
Data as of 06/04/2026, Common starting date is 03/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHFAP (Brighthouse Financial Inc) |
-7.69%
Jul 2022 – Jul 2025 |
-4.96%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHFAP (Brighthouse Financial Inc) |
5.31%
Feb 2020 – Feb 2023 |
4.88%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart