C000017774 Performance — Brighthouse/Wellington Core Equity Opportunities Portfolio, Class E
Data updated: 2026-08-27
C000017774 returned +3.42% year to date and +7.76% over one year to Jun 2026. Annualised returns are +7.91% over 3 years and +6.64% over 5 years. The fund trailed its US Large Value category average: $100 invested three years ago grew to $126, against $158 for the category, and to $108 over one year, against $121. Volatility over the past three years was 10.46% a year. In the 12 months to Jun 2026 the fund took in a net $15.6M, and assets reached $2.77B.
C000017774 Growth of $100
What $100 invested in Brighthouse/Wellington Core Equity Opportunities Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Value category average over the same months.
| Period | C000017774 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $108 | $121 |
| 3 years (Jul 2023 – Jun 2026) | $126 | $158 |
| 5 years (Jul 2021 – Jun 2026) | $138 | $165 |
| Since data start (Jul 2019 – Jun 2026) | $184 | $223 |
C000017774 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +3.42% |
| 1 year | +7.76% |
| 3 years (annualised) | +7.91% |
| 5 years (annualised) | +6.64% |
C000017774 Annual Returns
Calendar-year total returns of Brighthouse/Wellington Core Equity Opportunities Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +3.42% |
| 2025 | +7.64% |
| 2024 | +8.44% |
| 2023 | +7.48% |
| 2022 | −5.21% |
| 2021 | +24.25% |
| 2020 | +11.07% |
| 2019 (Jul–Dec) | +8.20% |
C000017774 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +0.9% | −6.9% | +5.7% | +2.4% | +0.9% | — | — | — | — | — | — |
| 2025 | +2.5% | +0.6% | −3.1% | −1.8% | +3.9% | +1.4% | −1.4% | +3.0% | −0.4% | +0.5% | +2.7% | −0.3% |
| 2024 | +1.4% | +3.2% | +1.2% | −3.6% | +2.1% | −0.1% | +3.6% | +4.3% | +1.3% | −3.8% | +3.6% | −4.6% |
| 2023 | +0.4% | −2.9% | +2.4% | +2.1% | −4.2% | +5.7% | +0.7% | −1.9% | −4.4% | 0.0% | +6.8% | +3.3% |
| 2022 | −3.6% | −1.4% | +3.0% | −3.7% | −0.4% | −5.5% | +5.5% | −3.2% | −7.6% | +10.0% | +5.6% | −2.6% |
| 2021 | −4.3% | +2.3% | +6.4% | +4.9% | +1.4% | +0.1% | +3.6% | +1.5% | −4.3% | +6.2% | −2.5% | +7.6% |
| 2020 | +0.2% | −8.3% | −10.4% | +8.8% | +4.2% | −0.4% | +4.4% | +5.8% | −0.6% | −4.0% | +10.7% | +2.4% |
| 2019 | — | — | — | — | — | — | +1.8% | +1.3% | +0.1% | −0.4% | +2.6% | +2.6% |
C000017774 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 10.46%
- 3-year Sharpe ratio: 0.33 (vs 4.5% risk-free rate)
- Best month: +6.77% (Nov 2023)
- Worst month: −6.86% (Mar 2026)
C000017774 Fund Flows
Monthly money in and out of Brighthouse/Wellington Core Equity Opportunities Portfolio, from SEC Form N-PORT.
- 12-month net flow: $15.6M
- 12-month gross sales (incl. reinvestments): $373.4M
- Sales ÷ redemptions: 1.04×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $337.6M | $38.9M | $298.7M |
| May 2026 | $3.5M | $25.2M | −$21.7M |
| Apr 2026 | $4.3M | $22.6M | −$18.3M |
| Mar 2026 | $3.2M | $23.8M | −$20.6M |
| Feb 2026 | $1.6M | $22.4M | −$20.8M |
| Jan 2026 | $2.4M | $26.0M | −$23.6M |
| Dec 2025 | $2.3M | $40.5M | −$38.2M |
| Nov 2025 | $1.4M | $45.6M | −$44.1M |
| Oct 2025 | $4.5M | $27.6M | −$23.0M |
| Sep 2025 | $4.1M | $27.5M | −$23.4M |
| Aug 2025 | $3.1M | $27.7M | −$24.6M |
| Jul 2025 | $5.3M | $30.2M | −$24.8M |
C000017774 Assets Under Management
Net assets of Brighthouse/Wellington Core Equity Opportunities Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $2.77B |
| 2026-03-31 | $2.61B |
| 2025-12-31 | $2.82B |
| 2025-09-30 | $2.84B |
| 2025-06-30 | $2.88B |
| 2025-03-31 | $2.86B |
| 2024-12-31 | $2.94B |
| 2024-09-30 | $3.18B |
| 2024-06-30 | $3.04B |
| 2024-03-31 | $3.18B |
| 2023-12-31 | $3.10B |
| 2023-09-30 | $2.91B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.