Performance analysis of Brighthouse Financial (BHFAM)
Annual Return
Over the past 3 years, BHFAM has had an average annual return of -4.62%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Nov 11, 2021, BHFAM has had an average annual return of -10.38%, underperforming the benchmark SPY, which returned +12.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.66% | -25.19% | +8.04% | +13.30% | -36.17% | +4.04% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.51% | +0.89% | -9.79% | +8.86% | -6.95% | -1.97% | -1.53% | -1.66% | |||||
| 2025 | -7.07% | +1.80% | -7.22% | +3.38% | +6.91% | -11.58% | -10.53% | +13.19% | -7.41% | -4.76% | +0.59% | -2.94% | -25.19% |
| 2024 | +4.94% | -2.68% | +5.96% | -9.19% | +7.72% | -0.93% | +2.28% | +1.28% | +11.90% | -6.34% | +2.49% | -7.41% | +8.04% |
| 2023 | +20.87% | -1.31% | -10.43% | -3.95% | -4.43% | -0.45% | +9.02% | -2.31% | -1.17% | -8.00% | +10.54% | +8.38% | +13.30% |
| 2022 | -3.06% | -16.84% | +3.31% | -16.18% | +8.88% | -9.74% | +12.13% | -6.55% | -2.97% | -9.59% | +9.49% | -7.58% | -36.17% |
| 2021 | +3.02% | +0.99% | +4.04% |
Drawdown analysis of Brighthouse Financial (BHFAM)
The maximum drawdown for the BHFAM was -45.78%, occurring on Jul 23, 2025. This drawdown has not yet recovered.
The current BHFAM drawdown is -42.52%.
Since Nov 11, 2021 BHFAM has experienced the following drawdowns:
- 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 |
|---|---|---|---|---|---|---|
| -45.78% | Dec 31, 2021 | 891 | Jul 23, 2025 | Ongoing | Ongoing | Ongoing |
| -1.53% | Dec 2, 2021 | 7 | Dec 13, 2021 | 13 | Dec 31, 2021 | 20 |
| -0.68% | Nov 17, 2021 | 1 | Nov 23, 2021 | 2 | Nov 26, 2021 | 3 |