Performance analysis of Brighthouse Financial (BHF)
Annual Return
Over the past 3 years, BHF has had an average annual return of +12.65%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BHF has had an average annual return of +5.08%, underperforming the benchmark SPY, which returned +14% annual.
Since Jul 17, 2017, BHF has had an average annual return of -1.31%, underperforming the benchmark SPY, which returned +15.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.94% | +34.87% | -9.22% | +3.22% | -1.03% | +43.08% | -7.71% | +28.71% | -48.02% | -16.23% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.13% | -6.36% | -0.18% | +3.97% | +0.47% | -0.50% | -3.94% | ||||||
| 2025 | +28.46% | -3.89% | -2.23% | +0.40% | +2.73% | -10.10% | -11.00% | -1.24% | +12.32% | +7.52% | +14.85% | -1.15% | +34.87% |
| 2024 | -2.17% | -10.09% | +10.72% | -6.38% | -7.75% | -2.64% | +15.07% | -7.96% | -1.89% | +5.04% | +10.51% | -8.09% | -9.22% |
| 2023 | +9.76% | +2.76% | -23.73% | +0.21% | -8.92% | +17.61% | +10.10% | -4.74% | -1.45% | -7.44% | +14.87% | +1.71% | +3.22% |
| 2022 | +5.12% | -4.02% | -1.15% | -0.58% | -4.36% | -16.49% | +5.85% | +9.51% | -8.69% | +31.44% | -2.33% | -8.02% | -1.03% |
| 2021 | -2.34% | +12.83% | +10.91% | +5.74% | +3.99% | -6.40% | -5.46% | +13.71% | -7.62% | +11.07% | -3.23% | +6.57% | +43.08% |
| 2020 | -0.84% | -7.86% | -32.56% | +6.37% | +15.55% | -6.36% | +1.89% | +7.11% | -11.37% | +23.02% | +6.03% | +3.15% | -7.71% |
| 2019 | +22.51% | +3.69% | -6.27% | +15.16% | -15.08% | +3.37% | +6.77% | -9.99% | +14.77% | -6.69% | +9.01% | -4.69% | +28.71% |
| 2018 | +9.59% | -15.54% | -5.29% | -1.21% | -7.22% | -14.95% | +8.39% | -4.42% | +6.58% | -10.43% | +1.59% | -24.29% | -48.02% |
| 2017 | -5.71% | -13.53% | +6.54% | +2.27% | -5.45% | -0.26% | -16.23% |
Drawdown analysis of Brighthouse Financial (BHF)
The maximum drawdown for the BHF was -76.93%, occurring on Mar 20, 2020. This drawdown has not yet recovered.
The current BHF drawdown is -11.09%.
Since Jul 17, 2017 BHF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.93% | Jul 17, 2017 | 674 | Mar 20, 2020 | Ongoing | Ongoing | Ongoing |