Performance analysis of Brighthouse Financial (BHFAO)
Annual Return
Over the past 3 years, BHFAO has had an average annual return of -7.87%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BHFAO has had an average annual return of -4.55%, underperforming the benchmark SPY, which returned +13.88% annual.
Since May 18, 2020, BHFAO has had an average annual return of -0.82%, underperforming the benchmark SPY, which returned +18.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.50% | -23.43% | +5.49% | +4.90% | -10.90% | +3.37% | +18.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.65% | -0.41% | -6.56% | +8.23% | -7.96% | -0.06% | +2.50% | ||||||
| 2025 | -3.93% | +4.75% | -8.60% | -1.00% | +7.33% | -7.15% | -13.56% | +10.66% | -8.10% | -5.48% | +8.61% | -6.49% | -23.43% |
| 2024 | +13.34% | -1.88% | +1.91% | -7.07% | +2.23% | +7% | -2.36% | +2.82% | +1.38% | -1.40% | +1.34% | -9.98% | +5.49% |
| 2023 | +14.95% | -4.19% | -4.29% | +4.83% | -2.04% | -3.37% | +4.85% | -2.33% | +5.35% | -18.74% | +9.84% | +4.15% | +4.90% |
| 2022 | -3.00% | -2.95% | +1.18% | -1.08% | -0.39% | -3.40% | +7.75% | -4.36% | -0.03% | -7.54% | +12.51% | -8.30% | -10.90% |
| 2021 | -2.93% | -2.11% | +5.04% | +0.62% | -0.96% | +5.39% | -1.25% | +0.03% | +1.35% | -0.32% | -3.91% | +2.84% | +3.37% |
| 2020 | +2.62% | -0.31% | +2.88% | +6.56% | +2.54% | -1.97% | -0% | +5.47% | +18.90% |
Drawdown analysis of Brighthouse Financial (BHFAO)
The maximum drawdown for the BHFAO was -39.72%, occurring on Jul 23, 2025. This drawdown has not yet recovered.
The current BHFAO drawdown is -31.66%.
Since May 18, 2020 BHFAO has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.72% | Sep 16, 2024 | 212 | Jul 23, 2025 | Ongoing | Ongoing | Ongoing |
| -21.45% | Feb 2, 2023 | 186 | Oct 30, 2023 | 60 | Jan 26, 2024 | 246 |
| -17.12% | Jul 7, 2021 | 328 | Oct 24, 2022 | 69 | Feb 2, 2023 | 397 |
| -8.00% | Mar 27, 2024 | 44 | May 30, 2024 | 18 | Jun 26, 2024 | 62 |
| -5.97% | Dec 29, 2020 | 39 | Feb 25, 2021 | 25 | Apr 1, 2021 | 64 |
| -5.53% | Oct 1, 2020 | 19 | Oct 28, 2020 | 13 | Nov 16, 2020 | 32 |
| -5.21% | Jan 31, 2024 | 14 | Feb 21, 2024 | 22 | Mar 22, 2024 | 36 |
| -3.56% | May 7, 2021 | 10 | May 21, 2021 | 18 | Jun 17, 2021 | 28 |
| -3.53% | Jun 8, 2020 | 3 | Jun 11, 2020 | 22 | Jul 14, 2020 | 25 |
| -3.37% | Sep 2, 2020 | 14 | Sep 23, 2020 | 2 | Sep 25, 2020 | 16 |
| -3.15% | Jul 5, 2024 | 13 | Jul 24, 2024 | 11 | Aug 8, 2024 | 24 |
| -3.02% | Nov 16, 2020 | 9 | Nov 30, 2020 | 12 | Dec 16, 2020 | 21 |
| -2.73% | Aug 8, 2024 | 1 | Aug 9, 2024 | 16 | Sep 3, 2024 | 17 |
| -2.25% | Dec 21, 2020 | 2 | Dec 23, 2020 | 3 | Dec 29, 2020 | 5 |
| -2.09% | Apr 26, 2021 | 4 | Apr 30, 2021 | 5 | May 7, 2021 | 9 |
| -1.19% | Apr 6, 2021 | 11 | Apr 21, 2021 | 3 | Apr 26, 2021 | 14 |
| -1.15% | Jul 27, 2020 | 1 | Jul 28, 2020 | 6 | Aug 5, 2020 | 7 |
| -1.08% | Jul 16, 2020 | 3 | Jul 21, 2020 | 4 | Jul 27, 2020 | 7 |
| -0.90% | Jun 1, 2020 | 3 | Jun 4, 2020 | 2 | Jun 8, 2020 | 5 |
| -0.86% | Aug 18, 2020 | 1 | Aug 19, 2020 | 4 | Aug 25, 2020 | 5 |
| -0.80% | Sep 9, 2024 | 1 | Sep 10, 2024 | 2 | Sep 12, 2024 | 3 |
| -0.71% | Aug 12, 2020 | 3 | Aug 17, 2020 | 1 | Aug 18, 2020 | 4 |
| -0.64% | Jun 28, 2024 | 2 | Jul 2, 2024 | 1 | Jul 3, 2024 | 3 |
| -0.55% | Jan 26, 2024 | 1 | Jan 29, 2024 | 1 | Jan 30, 2024 | 2 |
| -0.53% | Aug 5, 2020 | 1 | Aug 6, 2020 | 2 | Aug 10, 2020 | 3 |