Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BHFAL (Brighthouse Financial Inc) -1.29% -17.25% -5.48% -4.02% NA NA NA
Data as of 06/09/2026, Common starting date is 09/17/2018
More Performance Analytics Comparison
Name Start Date End Date
BHFAL (Brighthouse Financial Inc) 09/17/2018 06/09/2026
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 2018
Annualized Return (%) -1.99 -17.25 -5.48 -4.02 NA NA NA -1.29 -22.90 15.57 -7.47 -0.64 0.78 10.97 35.69 -13.71
Sharpe Ratio NA -1.28 -0.54 -0.34 NA NA NA -0.48 -1.28 0.87 -0.40 -0.10 0.08 0.24 2.54 -2.25
Standard Deviation(%) NA 16.34 17.50 19.52 NA NA NA 12.93 20.15 13.66 28.09 20.48 9.84 44.37 13.48 18.64
Draw Down(%) NA 18.55 28.76 28.76 NA NA NA 10.49 26.83 6.52 19.03 17.87 7.99 38.35 5.73 18.03
Yield(%) 0.00 7.51 6.66 5.67 4.85 3.23 2.43 4.59 6.55 7.20 6.28 5.83 5.57 5.69 6.86 1.60
Data as of 06/09/2026, Common starting date is 09/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BHFAL (Brighthouse Financial Inc) -6.23%
Dec 2022 – Dec 2025
-3.76%
Dec 2020 – Dec 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BHFAL (Brighthouse Financial Inc) 14.91%
Dec 2018 – Dec 2021
6.89%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return