TBLD vs BHFAM

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

Both TBLD and BHFAM are from the Financial Services sector.

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

TBLD vs BHFAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

TBLD

$705M

BHFAM

$703M

Max Drawdown

Winner

TBLD

38.74%

BHFAM

58.30%

Sharpe Ratio

Winner

TBLD

1.43

BHFAM

-0.58

5Y Beta

TBLD

0.38

Winner

BHFAM

0.36

Industry

TBLD

Asset Management

BHFAM

Insurance - Life

P/E Ratio

TBLD

7.22

Winner

BHFAM

0.98

Debt to Equity

TBLD

0.00%

BHFAM

N/A

Free Cash Flow Yield

TBLD

0.00%

BHFAM

N/A

P/S Ratio

TBLD

N/A

BHFAM

0.14

P/B Ratio

TBLD

N/A

BHFAM

0.11

TBLD vs BHFAM - Historical Returns

Returns include dividend reinvestment.

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

Winner

TBLD

+1.03%

BHFAM

-3.62%

Winner

TBLD

+3.46%

BHFAM

+0.84%

Winner

TBLD

+14.98%

BHFAM

+2.64%

Winner

TBLD

+24.07%

BHFAM

-17.42%

5Y(CAGR)

Winner

TBLD

+9.68%

BHFAM

-9.65%

Max(CAGR)

Winner

TBLD

+9.68%

BHFAM

-9.65%

TBLD vs BHFAM - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

TBLD vs BHFAM Drawdown Comparison

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

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

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

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

Correlation

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

-0.34

-101