C000030763 Performance — Brighthouse/Wellington Large Cap Research Portfolio, Class E
Data updated: 2026-08-27
C000030763 returned +10.32% year to date and +22.09% over one year to Jun 2026. Annualised returns are +19.17% over 3 years and +11.39% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $169, against $157 for the category, and to $122 over one year, against $118. Volatility over the past three years was 13.26% a year. In the 12 months to Jun 2026 the fund lost a net $13.2M, and assets reached $2.58B.
C000030763 Growth of $100
What $100 invested in Brighthouse/Wellington Large Cap Research Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | C000030763 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $122 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $169 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $172 | $161 |
| Since data start (Jul 2019 – Jun 2026) | $261 | $229 |
C000030763 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.32% |
| 1 year | +22.09% |
| 3 years (annualised) | +19.17% |
| 5 years (annualised) | +11.39% |
C000030763 Annual Returns
Calendar-year total returns of Brighthouse/Wellington Large Cap Research Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +10.32% |
| 2025 | +15.74% |
| 2024 | +21.52% |
| 2023 | +25.49% |
| 2022 | −19.11% |
| 2021 | +24.21% |
| 2020 | +22.09% |
| 2019 (Jul–Dec) | +9.44% |
C000030763 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 | +1.3% | −1.4% | −4.9% | +10.8% | +5.5% | −0.6% | — | — | — | — | — | — |
| 2025 | +2.7% | −2.4% | −6.0% | +0.2% | +5.9% | +4.7% | +2.6% | +1.6% | +2.3% | +3.2% | +0.8% | −0.1% |
| 2024 | +1.8% | +5.9% | +3.1% | −3.7% | +4.3% | +2.4% | −0.1% | +2.5% | +1.1% | −0.7% | +6.1% | −2.6% |
| 2023 | +6.9% | −2.6% | +3.3% | +1.7% | −0.2% | +5.4% | +3.0% | −1.7% | −4.4% | −2.1% | +9.8% | +4.7% |
| 2022 | −6.1% | −1.1% | +2.5% | −9.5% | −0.1% | −8.2% | +8.7% | −3.7% | −9.0% | +7.2% | +5.7% | −5.1% |
| 2021 | −1.7% | +4.3% | +2.7% | +5.7% | −0.2% | +2.7% | +1.7% | +3.1% | −4.7% | +5.9% | −1.6% | +4.5% |
| 2020 | +0.5% | −8.3% | −13.8% | +14.2% | +4.5% | +2.8% | +6.4% | +6.3% | −3.5% | −1.4% | +11.7% | +4.2% |
| 2019 | — | — | — | — | — | — | +1.2% | −1.8% | +0.9% | +1.8% | +3.6% | +3.4% |
C000030763 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 13.26%
- 3-year Sharpe ratio: 1.11 (vs 4.5% risk-free rate)
- Best month: +10.80% (Apr 2026)
- Worst month: −6.05% (Mar 2025)
C000030763 Fund Flows
Monthly money in and out of Brighthouse/Wellington Large Cap Research Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$13.2M
- 12-month gross sales (incl. reinvestments): $354.9M
- Sales ÷ redemptions: 0.96×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $326.6M | $34.6M | $291.9M |
| May 2026 | $8.0M | $47.4M | −$39.5M |
| Apr 2026 | $10.9M | $39.4M | −$28.6M |
| Mar 2026 | $1.4M | $18.4M | −$16.9M |
| Feb 2026 | $832K | $14.0M | −$13.2M |
| Jan 2026 | $1.6M | $17.4M | −$15.8M |
| Dec 2025 | $618K | $30.8M | −$30.1M |
| Nov 2025 | $685K | $31.0M | −$30.3M |
| Oct 2025 | $1.7M | $38.4M | −$36.7M |
| Sep 2025 | $696K | $28.4M | −$27.7M |
| Aug 2025 | $1.0M | $27.4M | −$26.3M |
| Jul 2025 | $1.0M | $41.1M | −$40.0M |
C000030763 Assets Under Management
Net assets of Brighthouse/Wellington Large Cap Research Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $2.58B |
| 2026-03-31 | $2.30B |
| 2025-12-31 | $2.47B |
| 2025-09-30 | $2.47B |
| 2025-06-30 | $2.41B |
| 2025-03-31 | $2.22B |
| 2024-12-31 | $2.42B |
| 2024-09-30 | $2.46B |
| 2024-06-30 | $2.43B |
| 2024-03-31 | $2.39B |
| 2023-12-31 | $2.24B |
| 2023-09-30 | $2.06B |
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.