C000017814 Performance — Brighthouse Asset Allocation 60 Portfolio, Class A
Data updated: 2026-08-27
C000017814 returned +6.50% year to date and +12.96% over one year to Jun 2026. Annualised returns are +11.48% over 3 years and +5.45% over 5 years. The fund trailed its US Blend category average: $100 invested three years ago grew to $139, against $149 for the category, and to $113 over one year, against $121. Volatility over the past three years was 9.04% a year. In the 12 months to Jun 2026 the fund lost a net $672.7M, and assets reached $8.53B.
C000017814 Growth of $100
What $100 invested in Brighthouse Asset Allocation 60 Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Blend category average over the same months.
| Period | C000017814 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $113 | $121 |
| 3 years (Jul 2023 – Jun 2026) | $139 | $149 |
| 5 years (Jul 2021 – Jun 2026) | $130 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $171 | $177 |
C000017814 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.50% |
| 1 year | +12.96% |
| 3 years (annualised) | +11.48% |
| 5 years (annualised) | +5.45% |
C000017814 Annual Returns
Calendar-year total returns of Brighthouse Asset Allocation 60 Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +6.50% |
| 2025 | +13.96% |
| 2024 | +8.29% |
| 2023 | +13.95% |
| 2022 | −15.18% |
| 2021 | +11.18% |
| 2020 | +14.10% |
| 2019 (Jul–Dec) | +6.01% |
C000017814 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 | +2.3% | +1.6% | −4.9% | +5.4% | +2.1% | +0.1% | — | — | — | — | — | — |
| 2025 | +2.7% | +0.5% | −2.2% | +0.1% | +3.2% | +3.0% | +0.1% | +2.2% | +1.7% | +0.6% | +0.7% | +0.6% |
| 2024 | −0.3% | +2.3% | +2.4% | −3.1% | +3.1% | +0.5% | +2.5% | +1.8% | +1.5% | −2.4% | +2.9% | −3.0% |
| 2023 | +6.1% | −2.9% | +2.1% | +0.8% | −1.6% | +3.6% | +2.3% | −2.1% | −3.6% | −2.5% | +6.8% | +4.9% |
| 2022 | −3.7% | −1.8% | −0.1% | −6.1% | +0.6% | −6.3% | +5.4% | −3.1% | −7.5% | +4.2% | +6.2% | −2.9% |
| 2021 | −0.5% | +2.3% | +1.3% | +3.2% | +1.1% | +0.7% | +0.6% | +1.3% | −2.7% | +3.2% | −2.2% | +2.5% |
| 2020 | −0.3% | −4.5% | −11.1% | +7.7% | +4.0% | +2.3% | +4.0% | +3.7% | −1.9% | −1.0% | +8.6% | +3.5% |
| 2019 | — | — | — | — | — | — | +0.4% | −0.9% | +0.8% | +1.4% | +1.9% | +2.3% |
C000017814 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.04%
- 3-year Sharpe ratio: 0.77 (vs 4.5% risk-free rate)
- Best month: +6.78% (Nov 2023)
- Worst month: −4.91% (Mar 2026)
C000017814 Fund Flows
Monthly money in and out of Brighthouse Asset Allocation 60 Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$672.7M
- 12-month gross sales (incl. reinvestments): $762.2M
- Sales ÷ redemptions: 0.53×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $720.1M | $126.3M | $593.8M |
| May 2026 | $4.4M | $114.6M | −$110.2M |
| Apr 2026 | $2.4M | $120.3M | −$117.8M |
| Mar 2026 | $6.0M | $123.2M | −$117.2M |
| Feb 2026 | $2.7M | $127.2M | −$124.5M |
| Jan 2026 | $3.6M | $110.2M | −$106.6M |
| Dec 2025 | $3.2M | $126.1M | −$122.9M |
| Nov 2025 | $4.0M | $105.2M | −$101.2M |
| Oct 2025 | $5.3M | $132.5M | −$127.2M |
| Sep 2025 | $3.4M | $120.7M | −$117.3M |
| Aug 2025 | $4.0M | $113.4M | −$109.5M |
| Jul 2025 | $3.2M | $115.2M | −$112.1M |
C000017814 Assets Under Management
Net assets of Brighthouse Asset Allocation 60 Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $8.53B |
| 2026-03-31 | $8.25B |
| 2025-12-31 | $8.70B |
| 2025-09-30 | $8.87B |
| 2025-06-30 | $8.88B |
| 2025-03-31 | $8.68B |
| 2024-12-31 | $8.93B |
| 2024-09-30 | $9.52B |
| 2024-06-30 | $9.33B |
| 2024-03-31 | $9.66B |
| 2023-12-31 | $9.57B |
| 2023-09-30 | $8.93B |
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.