C000017807 Performance — Brighthouse Asset Allocation 20 Portfolio, Class A
Data updated: 2026-08-27
C000017807 returned +2.83% year to date and +7.04% over one year to Jun 2026. Annualised returns are +6.91% over 3 years and +2.38% over 5 years. The fund trailed its US Blend category average: $100 invested three years ago grew to $122, against $149 for the category, and to $107 over one year, against $121. Volatility over the past three years was 6.00% a year. In the 12 months to Jun 2026 the fund lost a net $33.7M, and assets reached $290.44M.
C000017807 Growth of $100
What $100 invested in Brighthouse Asset Allocation 20 Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Blend category average over the same months.
| Period | C000017807 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $107 | $121 |
| 3 years (Jul 2023 – Jun 2026) | $122 | $149 |
| 5 years (Jul 2021 – Jun 2026) | $112 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $131 | $177 |
C000017807 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.83% |
| 1 year | +7.04% |
| 3 years (annualised) | +6.91% |
| 5 years (annualised) | +2.38% |
C000017807 Annual Returns
Calendar-year total returns of Brighthouse Asset Allocation 20 Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +2.83% |
| 2025 | +9.46% |
| 2024 | +4.23% |
| 2023 | +8.08% |
| 2022 | −12.54% |
| 2021 | +4.00% |
| 2020 | +9.69% |
| 2019 (Jul–Dec) | +3.54% |
C000017807 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 | +1.0% | +1.6% | −2.8% | +2.0% | +0.9% | +0.3% | — | — | — | — | — | — |
| 2025 | +1.5% | +1.4% | −0.6% | +0.1% | +0.7% | +2.0% | −0.1% | +1.7% | +1.0% | +0.5% | +0.8% | +0.1% |
| 2024 | −0.1% | 0.0% | +1.5% | −2.4% | +2.1% | +0.6% | +2.5% | +1.5% | +1.3% | −2.2% | +1.8% | −2.1% |
| 2023 | +4.0% | −2.4% | +1.9% | +0.6% | −1.3% | +1.1% | +1.0% | −1.1% | −2.5% | −1.9% | +4.9% | +3.9% |
| 2022 | −2.4% | −1.1% | −1.5% | −3.9% | +0.2% | −3.5% | +3.5% | −2.5% | −5.5% | +1.0% | +4.0% | −1.2% |
| 2021 | −0.3% | +0.2% | −0.1% | +1.6% | +0.7% | +0.5% | +0.9% | +0.4% | −1.2% | +1.0% | −0.6% | +1.0% |
| 2020 | +1.0% | −0.9% | −5.9% | +4.1% | +2.1% | +1.4% | +2.4% | +1.2% | −0.6% | −0.4% | +3.7% | +1.6% |
| 2019 | — | — | — | — | — | — | +0.4% | +0.9% | +0.1% | +0.5% | +0.6% | +0.9% |
C000017807 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 6.00%
- 3-year Sharpe ratio: 0.40 (vs 4.5% risk-free rate)
- Best month: +4.92% (Nov 2023)
- Worst month: −2.78% (Mar 2026)
C000017807 Fund Flows
Monthly money in and out of Brighthouse Asset Allocation 20 Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$33.7M
- 12-month gross sales (incl. reinvestments): $36.7M
- Sales ÷ redemptions: 0.52×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $14.3M | $4.9M | $9.4M |
| May 2026 | $5.3M | $4.9M | $496K |
| Apr 2026 | $961K | $5.5M | −$4.5M |
| Mar 2026 | $1.8M | $7.0M | −$5.2M |
| Feb 2026 | $2.3M | $5.3M | −$2.9M |
| Jan 2026 | $638K | $5.5M | −$4.8M |
| Dec 2025 | $2.9M | $6.4M | −$3.5M |
| Nov 2025 | $2.3M | $8.0M | −$5.7M |
| Oct 2025 | $2.8M | $7.6M | −$4.8M |
| Sep 2025 | $2.1M | $4.8M | −$2.8M |
| Aug 2025 | $430K | $5.6M | −$5.1M |
| Jul 2025 | $768K | $5.0M | −$4.2M |
C000017807 Assets Under Management
Net assets of Brighthouse Asset Allocation 20 Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $290.44M |
| 2026-03-31 | $289.38M |
| 2025-12-31 | $303.30M |
| 2025-09-30 | $313.06M |
| 2025-06-30 | $317.15M |
| 2025-03-31 | $316.42M |
| 2024-12-31 | $324.73M |
| 2024-09-30 | $353.89M |
| 2024-06-30 | $352.11M |
| 2024-03-31 | $361.06M |
| 2023-12-31 | $373.47M |
| 2023-09-30 | $372.59M |
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.