WDI vs BHFAM

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

Both WDI and BHFAM are from the Financial Services sector.

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

WDI vs BHFAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

WDI

$703M

BHFAM

$703M

Max Drawdown

Winner

WDI

39.79%

BHFAM

58.30%

Sharpe Ratio

Winner

WDI

0.06

BHFAM

-0.58

5Y Beta

WDI

0.39

Winner

BHFAM

0.36

Industry

WDI

Asset Management

BHFAM

Insurance - Life

P/E Ratio

WDI

9.83

Winner

BHFAM

0.98

PEG Ratio

WDI

6.22

BHFAM

N/A

Debt to Equity

WDI

48.06%

BHFAM

N/A

Free Cash Flow Yield

WDI

13.11%

BHFAM

N/A

P/S Ratio

WDI

N/A

BHFAM

0.14

P/B Ratio

WDI

N/A

BHFAM

0.11

WDI vs BHFAM - Historical Returns

Returns include dividend reinvestment.

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

Winner

WDI

+2.31%

BHFAM

-3.62%

Winner

WDI

+3.28%

BHFAM

+0.84%

Winner

WDI

+3.72%

BHFAM

+2.64%

Winner

WDI

+3.59%

BHFAM

-17.42%

5Y(CAGR)

Winner

WDI

+3.17%

BHFAM

-9.65%

Max(CAGR)

Winner

WDI

+3.17%

BHFAM

-9.65%

WDI vs BHFAM - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

WDI vs BHFAM Drawdown Comparison

The maximum drawdown for WDI was -32.46%, occurring on Oct 20, 2022. Recovery took 734 trading sessions.

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

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

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