BHFAM vs WDI

Comparison between Brighthouse Financial Inc (BHFAM, Company) and Western Asset Diversified Income Fund (WDI, Company).

Both BHFAM and WDI are from the Financial Services sector.

5-Year PerformanceWDI has outperformed BHFAM, delivering a return of +3.2% compared to -9.7%

BHFAM vs WDI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHFAM(COMPANY)	WDI(COMPANY)
Market Cap	$703M	$703M
Max Drawdown	58.30%	39.79%
Sharpe Ratio	-0.58	0.06
5Y Beta	0.36	0.39
Industry	Insurance - Life	Asset Management
P/E Ratio	0.98	9.83
PEG Ratio	N/A	6.22
Debt to Equity	N/A	48.06%
Free Cash Flow Yield	N/A	13.11%
P/S Ratio	0.14	N/A
P/B Ratio	0.11	N/A

Market Cap

BHFAM

$703M

Winner

WDI

$703M

Max Drawdown

BHFAM

58.30%

Winner

WDI

39.79%

Sharpe Ratio

BHFAM

-0.58

Winner

WDI

0.06

5Y Beta

Winner

BHFAM

0.36

WDI

0.39

Industry

BHFAM

Insurance - Life

WDI

Asset Management

P/E Ratio

Winner

BHFAM

0.98

WDI

9.83

PEG Ratio

BHFAM

N/A

WDI

6.22

Debt to Equity

BHFAM

N/A

WDI

48.06%

Free Cash Flow Yield

BHFAM

N/A

WDI

13.11%

P/S Ratio

BHFAM

0.14

WDI

N/A

P/B Ratio

BHFAM

0.11

WDI

N/A

BHFAM vs WDI - Historical Returns

Returns include dividend reinvestment.

Period	BHFAM	WDI
1 month	-3.62%	+2.31%
3 months	+0.84%	+3.28%
6 months	+2.64%	+3.72%
1 year	-17.42%	+3.59%
5 years(CAGR)	-9.65%	+3.17%
Max(CAGR)	-9.65%	+3.17%

BHFAM

-3.62%

Winner

WDI

+2.31%

BHFAM

+0.84%

Winner

WDI

+3.28%

BHFAM

+2.64%

Winner

WDI

+3.72%

BHFAM

-17.42%

Winner

WDI

+3.59%

5Y(CAGR)

BHFAM

-9.65%

Winner

WDI

+3.17%

Max(CAGR)

BHFAM

-9.65%

Winner

WDI

+3.17%

BHFAM vs WDI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BHFAM	WDI
2026	+0.02%	+3.29%
2025	-28.06%	+9.24%
2024	+9.35%	+12.76%
2023	+10.81%	+23.55%
2022	-35.61%	-24.12%
2021	+4.04%	-5.66%

BHFAM vs WDI 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 WDI was -32.46%, occurring on Oct 20, 2022. Recovery took 734 trading sessions.

The current BHFAM drawdown is -39.74%. The current WDI drawdown is -2.63%.

Rank	BHFAM	WDI
#1	-45.78% Dec 31, 2021 - Jul 23, 2025	-32.46% Aug 6, 2021 - Jul 10, 2024
#2	-1.54% Dec 2, 2021 - Dec 31, 2021	-14.15% Feb 25, 2025 - May 30, 2025
#3	-0.68% Nov 17, 2021 - Nov 26, 2021	-8.46% Sep 12, 2025 - May 1, 2026
#4	N/A	-6.72% Sep 30, 2024 - Feb 5, 2025
#5	N/A	-5.36% May 1, 2026 - Jun 8, 2026
#6	N/A	-2.83% Aug 1, 2024 - Aug 14, 2024
#7	N/A	-1.53% Jul 15, 2024 - Jul 23, 2024
#8	N/A	-1.43% Aug 16, 2024 - Sep 5, 2024
#9	N/A	-1.27% Jul 23, 2024 - Jul 26, 2024
#10	N/A	-1.22% Jun 16, 2025 - Jun 27, 2025
#11	N/A	-0.97% Sep 5, 2024 - Sep 11, 2024
#12	N/A	-0.83% Sep 25, 2024 - Sep 30, 2024
#13	N/A	-0.74% Jul 2, 2025 - Jul 14, 2025
#14	N/A	-0.73% Aug 13, 2025 - Aug 19, 2025
#15	N/A	-0.70% Jun 29, 2021 - Jul 30, 2021