Performance analysis of Brighthouse Financial (BHFAL)
Annual Return
Over the past 3 years, BHFAL has had an average annual return of -6.14%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BHFAL has had an average annual return of -3.81%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 14, 2018, BHFAL has had an average annual return of +0.86%, underperforming the benchmark SPY, which returned +14.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.07% | -22.92% | +15.51% | -7.64% | -0.67% | +0.75% | +10.99% | +35.70% | -13.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.69% | +1.13% | -7.08% | +4.45% | -3.91% | -0.70% | -0.07% | ||||||
| 2025 | -9.75% | +1.65% | -0.66% | -4.23% | +3.48% | -6.69% | -2.83% | +5.40% | -5.49% | -2.65% | -2.04% | -0.91% | -22.92% |
| 2024 | +6.94% | +0.14% | +0.09% | -1.96% | -0.89% | +0.55% | +3.63% | +6.32% | +6.29% | -1.86% | -0.15% | -3.89% | +15.51% |
| 2023 | -1.67% | +1.34% | -11.22% | +10.35% | +1.87% | -8.62% | +9.30% | -2.39% | +1.03% | -16.56% | +10.47% | +2.30% | -7.64% |
| 2022 | -2.30% | -3.48% | +3.03% | -0.93% | +0.47% | -2.13% | +4.44% | -5.37% | -9.21% | -1.74% | +10.56% | +7.66% | -0.67% |
| 2021 | -6.69% | +0.12% | +3.75% | -0.77% | +2.90% | +3.34% | -0.64% | -1.03% | -2.38% | +0.64% | -1.12% | +3.13% | +0.75% |
| 2020 | +0.89% | -4.82% | -5.45% | +4.20% | +4.35% | -3.38% | +6.49% | +2.54% | -1.81% | -0.72% | +3.04% | +6.09% | +10.99% |
| 2019 | +18.05% | +0.88% | +1.04% | +2.07% | +1.08% | +1.64% | +5.51% | +1.03% | +1.50% | -3.00% | -2.06% | +4.63% | +35.70% |
| 2018 | +0.56% | -1.83% | -3.18% | -9.71% | -13.70% |
Drawdown analysis of Brighthouse Financial (BHFAL)
The maximum drawdown for the BHFAL was -38.35%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current BHFAL drawdown is -27.46%.
Since Sep 14, 2018 BHFAL has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.35% | Jan 13, 2020 | 48 | Mar 23, 2020 | 97 | Aug 10, 2020 | 145 |
| -28.80% | Sep 30, 2024 | 309 | Dec 23, 2025 | Ongoing | Ongoing | Ongoing |
| -21.43% | Jul 7, 2021 | 583 | Oct 30, 2023 | 208 | Aug 28, 2024 | 791 |
| -18.02% | Sep 28, 2018 | 61 | Dec 27, 2018 | 20 | Jan 28, 2019 | 81 |
| -8.01% | Dec 31, 2020 | 37 | Feb 25, 2021 | 72 | Jun 9, 2021 | 109 |
| -5.73% | Sep 30, 2019 | 47 | Dec 5, 2019 | 13 | Dec 24, 2019 | 60 |
| -4.57% | Oct 8, 2020 | 16 | Oct 30, 2020 | 30 | Dec 14, 2020 | 46 |
| -4.47% | Aug 30, 2019 | 9 | Sep 13, 2019 | 10 | Sep 27, 2019 | 19 |
| -3.55% | Aug 28, 2020 | 6 | Sep 8, 2020 | 20 | Oct 6, 2020 | 26 |
| -3.24% | Jun 17, 2019 | 6 | Jun 25, 2019 | 15 | Jul 17, 2019 | 21 |
| -2.70% | Mar 5, 2019 | 9 | Mar 18, 2019 | 8 | Mar 28, 2019 | 17 |
| -2.43% | Jan 31, 2019 | 8 | Feb 12, 2019 | 9 | Feb 26, 2019 | 17 |
| -2.34% | Jul 31, 2019 | 9 | Aug 13, 2019 | 12 | Aug 29, 2019 | 21 |
| -1.82% | Aug 13, 2020 | 4 | Aug 19, 2020 | 5 | Aug 26, 2020 | 9 |
| -1.35% | Apr 29, 2019 | 4 | May 3, 2019 | 16 | May 28, 2019 | 20 |
| -1.16% | May 30, 2019 | 1 | May 31, 2019 | 6 | Jun 10, 2019 | 7 |
| -1.06% | Dec 24, 2019 | 3 | Dec 30, 2019 | 2 | Jan 2, 2020 | 5 |
| -0.98% | Jan 6, 2020 | 1 | Jan 7, 2020 | 3 | Jan 10, 2020 | 4 |
| -0.87% | Sep 24, 2024 | 2 | Sep 26, 2024 | 2 | Sep 30, 2024 | 4 |
| -0.80% | Sep 14, 2018 | 3 | Sep 19, 2018 | 2 | Sep 21, 2018 | 5 |
| -0.78% | Dec 21, 2020 | 2 | Dec 23, 2020 | 4 | Dec 30, 2020 | 6 |
| -0.76% | Jun 9, 2021 | 2 | Jun 11, 2021 | 2 | Jun 15, 2021 | 4 |
| -0.65% | Jun 15, 2021 | 1 | Jun 16, 2021 | 1 | Jun 17, 2021 | 2 |
| -0.49% | Jul 24, 2019 | 1 | Jul 25, 2019 | 2 | Jul 29, 2019 | 3 |
| -0.48% | Apr 8, 2019 | 1 | Apr 9, 2019 | 4 | Apr 15, 2019 | 5 |