BHFAM vs TBLD

Comparison between Brighthouse Financial Inc (BHFAM, Company) and Thornburg Income Builder Opportunities Trust (TBLD, Company).

Both BHFAM and TBLD are from the Financial Services sector.

5-Year PerformanceTBLD has outperformed BHFAM, delivering a return of +9.7% compared to -9.7%

BHFAM vs TBLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHFAM(COMPANY)	TBLD(COMPANY)
Market Cap	$703M	$705M
Max Drawdown	58.30%	38.74%
Sharpe Ratio	-0.58	1.43
5Y Beta	0.36	0.38
Industry	Insurance - Life	Asset Management
P/E Ratio	0.98	7.22
Debt to Equity	N/A	0.00%
Free Cash Flow Yield	N/A	0.00%
P/S Ratio	0.14	N/A
P/B Ratio	0.11	N/A

Market Cap

BHFAM

$703M

Winner

TBLD

$705M

Max Drawdown

BHFAM

58.30%

Winner

TBLD

38.74%

Sharpe Ratio

BHFAM

-0.58

Winner

TBLD

1.43

5Y Beta

Winner

BHFAM

0.36

TBLD

0.38

Industry

BHFAM

Insurance - Life

TBLD

Asset Management

P/E Ratio

Winner

BHFAM

0.98

TBLD

7.22

Debt to Equity

BHFAM

N/A

TBLD

0.00%

Free Cash Flow Yield

BHFAM

N/A

TBLD

0.00%

P/S Ratio

BHFAM

0.14

TBLD

N/A

P/B Ratio

BHFAM

0.11

TBLD

N/A

BHFAM vs TBLD - Historical Returns

Returns include dividend reinvestment.

Period	BHFAM	TBLD
1 month	-3.62%	+1.03%
3 months	+0.84%	+3.46%
6 months	+2.64%	+14.98%
1 year	-17.42%	+24.07%
5 years(CAGR)	-9.65%	+9.68%
Max(CAGR)	-9.65%	+9.68%

BHFAM

-3.62%

Winner

TBLD

+1.03%

BHFAM

+0.84%

Winner

TBLD

+3.46%

BHFAM

+2.64%

Winner

TBLD

+14.98%

BHFAM

-17.42%

Winner

TBLD

+24.07%

5Y(CAGR)

BHFAM

-9.65%

Winner

TBLD

+9.68%

Max(CAGR)

BHFAM

-9.65%

Winner

TBLD

+9.68%

BHFAM vs TBLD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BHFAM	TBLD
2026	+0.02%	+11.50%
2025	-28.06%	+32.03%
2024	+9.35%	+14.77%
2023	+10.81%	+17.12%
2022	-35.61%	-18.29%
2021	+4.04%	-4.16%

BHFAM vs TBLD Drawdown Comparison

The maximum drawdown for BHFAM was -45.78%, occurring on Jul 23, 2025. This drawdown has not yet recovered.

The maximum drawdown for TBLD was -33.64%, occurring on Sep 29, 2022. Recovery took 714 trading sessions.

The current BHFAM drawdown is -39.74%. The current TBLD drawdown is -3.35%.

Rank	BHFAM	TBLD
#1	-45.78% Dec 31, 2021 - Jul 23, 2025	-33.64% Sep 1, 2021 - Jul 8, 2024
#2	-1.54% Dec 2, 2021 - Dec 31, 2021	-8.02% Sep 30, 2024 - Feb 13, 2025
#3	-0.68% Nov 17, 2021 - Nov 26, 2021	-7.81% Feb 19, 2026 - Apr 17, 2026
#4	N/A	-7.25% Mar 31, 2025 - Apr 28, 2025
#5	N/A	-5.82% May 26, 2026 - Jun 10, 2026
#6	N/A	-4.86% Jul 17, 2025 - Sep 11, 2025
#7	N/A	-4.86% Apr 20, 2026 - May 22, 2026
#8	N/A	-4.13% Nov 11, 2025 - Jan 6, 2026
#9	N/A	-3.67% Jul 11, 2024 - Aug 13, 2024
#10	N/A	-2.97% Jul 2, 2025 - Jul 16, 2025
#11	N/A	-2.90% Sep 15, 2025 - Oct 14, 2025
#12	N/A	-2.02% Oct 14, 2025 - Nov 3, 2025
#13	N/A	-1.88% Mar 5, 2025 - Mar 19, 2025
#14	N/A	-1.75% Sep 19, 2024 - Sep 25, 2024
#15	N/A	-1.48% Aug 21, 2024 - Aug 26, 2024

Correlation

Correlation between BHFAM and TBLD is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101