Brighthouse Financial, Inc. (BHF) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$13,047
Total Return
30.47%
CAGR
5.46%
Dividends
$0.00
Yield on Cost
0.00%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.00% |
| Median | -0.67% |
| Best | +45.72% |
| Worst | -32.07% |
| % of Windows Positive | 46.2% |
1-Year (252 Trading Days)
| Average | +4.41% |
| Median | +2.75% |
| Best | +43.55% |
| Worst | -23.38% |
| % of Windows Positive | 58.2% |
3-Year (756 Trading Days)
| Average | +7.50% |
| Median | +5.30% |
| Best | +48.17% |
| Worst | -15.96% |
| % of Windows Positive | 60.4% |
Risk Metrics
| Maximum Drawdown | -35.19% |
| Average Drawdown | -15.15% |
| Drawdown Duration | 743 Trading Days |
| Sortino Ratio | 0.52 |
| Calmar Ratio | 0.16 |
| CVaR (5%) | -5.86% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -5.43% (-17.81% ann.) | $543.29 | $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
| 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 14, 2026 | +41.80% | +24.93% | +$4179.59 | $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.