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) | 3.21% | -19.23% | -4.93% | -4.63% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHFAP (Brighthouse Financial Inc) | 03/19/2019 | 06/10/2026 |
| 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 (%) | 1.09 | -19.23 | -4.93 | -4.63 | NA | NA | NA | … | … | 3.21 | -23.21 | 7.52 | 5.69 | -12.26 | 2.33 | 6.55 | 15.89 |
| Sharpe Ratio | NA | -0.79 | -0.44 | -0.31 | NA | NA | NA | … | … | 0.15 | -0.84 | 0.24 | 0.06 | -0.76 | 0.23 | 0.11 | 1.88 |
| Standard Deviation(%) | NA | 29.52 | 23.67 | 23.56 | NA | NA | NA | … | … | 17.89 | 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 | 8.06 | 6.79 | 5.67 | 4.61 | 3.07 | 2.31 | … | … | 5.35 | 7.42 | 7.58 | 7.39 | 6.23 | 6.02 | 5.92 | 4.91 |
Data as of 06/10/2026, 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