INNV vs BHFAL

Comparison between InnovAge Holding Corp (INNV, Company) and Brighthouse Financial Inc (BHFAL, Company).

5-Year PerformanceBHFAL has outperformed INNV, delivering a return of -4.1% compared to -18.6%

INNV vs BHFAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INNV(COMPANY)	BHFAL(COMPANY)
Market Cap	$1.01B	$1.01B
Max Drawdown	89.92%	44.67%
Sharpe Ratio	1.09	-1.34
5Y Beta	1.07	0.25
Industry	Medical Care Facilities	Other
P/E Ratio	-86.87	1.05
Forward P/E	13.66	N/A
PEG Ratio	0.00	N/A
Dividend Yield	N/A	7.73%
5Y Dividends CAGR	N/A	0.00%
Debt to Equity	25.31%	49.58%
Free Cash Flow Yield	4.19%	14.31%
P/S Ratio	1.08	N/A
P/B Ratio	4.49	N/A

Market Cap

Winner

INNV

$1.01B

BHFAL

$1.01B

Max Drawdown

INNV

89.92%

Winner

BHFAL

44.67%

Sharpe Ratio

Winner

INNV

1.09

BHFAL

-1.34

5Y Beta

INNV

1.07

Winner

BHFAL

0.25

Industry

INNV

Medical Care Facilities

BHFAL

Other

P/E Ratio

Winner

INNV

-86.87

BHFAL

1.05

Forward P/E

INNV

13.66

BHFAL

N/A

PEG Ratio

INNV

0.00

BHFAL

N/A

Dividend Yield

INNV

N/A

BHFAL

7.73%

5Y Dividends CAGR

INNV

N/A

BHFAL

0.00%

Debt to Equity

Winner

INNV

25.31%

BHFAL

49.58%

Free Cash Flow Yield

INNV

4.19%

Winner

BHFAL

14.31%

P/S Ratio

INNV

1.08

BHFAL

N/A

P/B Ratio

INNV

4.49

BHFAL

N/A

INNV vs BHFAL - Historical Returns

Returns include dividend reinvestment.

Period	INNV	BHFAL
1 month	-8.29%	-5.07%
3 months	-23.40%	-7.26%
6 months	+45.13%	-2.45%
1 year	+83.88%	-18.28%
5 years(CAGR)	-18.59%	-4.09%
Max(CAGR)	-20.40%	+0.67%

INNV

-8.29%

Winner

BHFAL

-5.07%

INNV

-23.40%

Winner

BHFAL

-7.26%

Winner

INNV

+45.13%

BHFAL

-2.45%

Winner

INNV

+83.88%

BHFAL

-18.28%

5Y(CAGR)

INNV

-18.59%

Winner

BHFAL

-4.09%

Max(CAGR)

INNV

-20.40%

Winner

BHFAL

+0.67%

INNV vs BHFAL - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	INNV	BHFAL
2026	+40.66%	-3.31%
2025	+31.73%	-24.15%
2024	-36.92%	+15.61%
2023	-17.01%	-6.71%
2022	+43.31%	-0.05%
2021	-79.34%	+1.83%
2020	N/A	+9.57%
2019	N/A	+26.63%
2018	N/A	-13.70%

INNV vs BHFAL Drawdown Comparison

The maximum drawdown for INNV was -89.92%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for BHFAL was -38.35%, occurring on Mar 23, 2020. Recovery took 145 trading sessions.

The current INNV drawdown is -71.97%. The current BHFAL drawdown is -28.55%.

Rank	INNV	BHFAL
#1	-89.92% Mar 11, 2021 - Apr 8, 2025	-38.35% Jan 13, 2020 - Aug 10, 2020
#2	-4.34% Mar 4, 2021 - Mar 9, 2021	-28.79% Sep 30, 2024 - Dec 23, 2025
#3	N/A	-21.43% Jul 7, 2021 - Aug 28, 2024
#4	N/A	-18.02% Sep 28, 2018 - Jan 28, 2019
#5	N/A	-8.01% Dec 31, 2020 - Jun 9, 2021
#6	N/A	-5.73% Sep 30, 2019 - Dec 24, 2019
#7	N/A	-4.56% Oct 8, 2020 - Dec 14, 2020
#8	N/A	-4.47% Aug 30, 2019 - Sep 27, 2019
#9	N/A	-3.55% Aug 28, 2020 - Oct 6, 2020
#10	N/A	-3.24% Jun 17, 2019 - Jul 17, 2019
#11	N/A	-2.71% Mar 5, 2019 - Mar 28, 2019
#12	N/A	-2.44% Jan 31, 2019 - Feb 26, 2019
#13	N/A	-2.34% Jul 31, 2019 - Aug 29, 2019
#14	N/A	-1.82% Aug 13, 2020 - Aug 26, 2020
#15	N/A	-1.35% Apr 29, 2019 - May 28, 2019