Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BHFAN (Brighthouse Financial Inc) | 2.93% | -20.86% | -2.46% | -7.71% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BHFAN (Brighthouse Financial Inc) | 11/24/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.39 | -20.86 | -2.46 | -7.71 | NA | NA | NA | … | … | 2.93 | -27.05 | 8.68 | 14.11 | -29.69 | 3.76 | 5.09 |
| Sharpe Ratio | NA | -0.83 | -0.22 | -0.40 | NA | NA | NA | … | … | -0.05 | -0.92 | 0.25 | 0.34 | -1.16 | 0.32 | 9.00 |
| Standard Deviation(%) | NA | 30.38 | 26.56 | 25.98 | NA | NA | NA | … | … | 18.66 | 32.66 | 20.25 | 31.20 | 27.03 | 11.75 | 7.22 |
| Draw Down(%) | NA | 29.67 | 40.65 | 42.77 | NA | NA | NA | … | … | 11.88 | 36.16 | 14.45 | 26.32 | 29.69 | 8.06 | 0.72 |
| Yield(%) | 0.00 | 7.88 | 7.32 | 4.82 | 2.81 | 1.87 | 1.40 | … | … | 5.28 | 7.01 | 7.30 | 7.59 | 5.11 | 5.60 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHFAN (Brighthouse Financial Inc) |
-7.08%
Jul 2022 – Jul 2025 |
-8.35%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BHFAN (Brighthouse Financial Inc) |
-0.97%
Jan 2021 – Jan 2024 |
-4.88%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart