Brighthouse Financial, Inc. (BHF) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
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Investment Performance

Final Value
$13,560
Total Return
35.60%
CAGR
6.28%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+0.99%
Median-0.67%
Best+45.72%
Worst-32.07%
% of Windows Positive46.2%
1-Year (252 Trading Days)
Average+4.46%
Median+2.75%
Best+43.55%
Worst-23.38%
% of Windows Positive58.2%
3-Year (756 Trading Days)
Average+7.93%
Median+5.68%
Best+48.17%
Worst-15.96%
% of Windows Positive60.4%

Risk Metrics

Maximum Drawdown -35.19%
Average Drawdown -15.15%
Drawdown Duration 743 Trading Days
Sortino Ratio 0.55
Calmar Ratio 0.18
CVaR (5%) -5.85%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -4.46% (-13.94% ann.) $446.05 $0.00 $0.00 $0.00
2025 +34.87% +$3486.67 $0.00 $0.00 $0.00
2024 -9.22% $922.14 $0.00 $0.00 $0.00
2023 +3.22% +$321.82 $0.00 $0.00 $0.00
2022 -1.02% $102.31 $0.00 $0.00 $0.00
2021 +43.07% +$4307.42 $0.00 $0.00 $0.00
2020 -7.71% $771.11 $0.00 $0.00 $0.00
2019 +28.71% +$2870.73 $0.00 $0.00 $0.00
2018 -48.02% $4802.18 $0.00 $0.00 $0.00
2017 partial -16.23% (-32.43% ann.) $1622.86 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial July 17, 2017 – February 19, 2020 -33.00% -14.31% $3300.00 $0.00 $0.00 $0.00
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -64.77% -100.00% $6476.67 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +46.06% +83.97% +$4606.11 $0.00 $0.00 $0.00
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +37.07% +34.87% +$3707.42 $0.00 $0.00 $0.00
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +3.46% +3.67% +$345.61 $0.00 $0.00 $0.00
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -19.84% -11.25% $1984.06 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 +43.25% +25.40% +$4325.39 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

VERX

CAGR -10.72% Total -47.76% Final $5,224
2020-07-29 — 2026-04-21
DERM

CAGR -14.58% Total -50.30% Final $4,970
2021-11-12 — 2026-04-21
MUSA

CAGR 22.81% Total 1250.83% Final $135,083
2013-08-19 — 2026-04-21