C000100083 Performance — Brighthouse Balanced Plus Portfolio, Class B
Data updated: 2026-08-27
C000100083 returned +5.86% year to date and +12.26% over one year to Jun 2026. Annualised returns are +8.22% over 3 years and +1.46% over 5 years. The fund trailed its US Large Blend category average: $100 invested three years ago grew to $127, against $157 for the category, and to $112 over one year, against $118. Volatility over the past three years was 10.21% a year. In the 12 months to Jun 2026 the fund lost a net $555.8M, and assets reached $4.72B.
C000100083 Growth of $100
What $100 invested in Brighthouse Balanced Plus 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 | C000100083 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $112 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $127 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $108 | $161 |
| Since data start (Jul 2019 – Jun 2026) | $136 | $229 |
C000100083 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.86% |
| 1 year | +12.26% |
| 3 years (annualised) | +8.22% |
| 5 years (annualised) | +1.46% |
C000100083 Annual Returns
Calendar-year total returns of Brighthouse Balanced Plus Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +5.86% |
| 2025 | +11.95% |
| 2024 | +3.75% |
| 2023 | +9.23% |
| 2022 | −21.81% |
| 2021 | +7.54% |
| 2020 | +12.52% |
| 2019 (Jul–Dec) | +7.13% |
C000100083 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 | +2.0% | +1.5% | −5.2% | +5.2% | +2.7% | −0.1% | — | — | — | — | — | — |
| 2025 | +1.5% | +1.3% | −2.1% | −0.8% | +1.8% | +3.8% | +0.2% | +2.0% | +2.7% | +1.2% | 0.0% | −0.2% |
| 2024 | −0.6% | +1.5% | +2.4% | −4.3% | +3.1% | +1.4% | +3.1% | +1.0% | +1.4% | −3.2% | +2.5% | −4.1% |
| 2023 | +6.1% | −3.1% | +1.4% | +0.6% | −1.9% | +3.0% | +1.8% | −2.6% | −5.3% | −3.1% | +6.6% | +6.2% |
| 2022 | −5.2% | −2.4% | −1.9% | −6.4% | +0.1% | −4.5% | +4.1% | −3.8% | −6.9% | +0.1% | +5.8% | −2.4% |
| 2021 | −1.0% | +0.2% | +0.2% | +3.6% | +0.5% | +1.6% | +1.2% | +1.1% | −3.8% | +3.4% | −1.0% | +1.6% |
| 2020 | +1.2% | −2.6% | −6.2% | +3.7% | +2.6% | +1.5% | +3.8% | +2.0% | −1.4% | −1.2% | +6.3% | +2.8% |
| 2019 | — | — | — | — | — | — | +0.7% | +0.5% | +0.6% | +1.2% | +2.2% | +1.7% |
C000100083 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 10.21%
- 3-year Sharpe ratio: 0.36 (vs 4.5% risk-free rate)
- Best month: +6.64% (Nov 2023)
- Worst month: −5.26% (Sep 2023)
C000100083 Fund Flows
Monthly money in and out of Brighthouse Balanced Plus Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$555.8M
- 12-month gross sales (incl. reinvestments): $172.3M
- Sales ÷ redemptions: 0.24×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $162.3M | $71.1M | $91.2M |
| May 2026 | $2.0M | $58.9M | −$56.9M |
| Apr 2026 | $126K | $48.2M | −$48.1M |
| Mar 2026 | $1.1M | $53.6M | −$52.5M |
| Feb 2026 | $767K | $51.0M | −$50.3M |
| Jan 2026 | $1.7M | $55.2M | −$53.6M |
| Dec 2025 | $760K | $69.8M | −$69.1M |
| Nov 2025 | $831K | $57.8M | −$57.0M |
| Oct 2025 | $691K | $69.3M | −$68.6M |
| Sep 2025 | $651K | $68.6M | −$68.0M |
| Aug 2025 | $808K | $62.7M | −$61.9M |
| Jul 2025 | $616K | $61.8M | −$61.2M |
C000100083 Assets Under Management
Net assets of Brighthouse Balanced Plus Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $4.72B |
| 2026-03-31 | $4.54B |
| 2025-12-31 | $4.78B |
| 2025-09-30 | $4.93B |
| 2025-06-30 | $4.88B |
| 2025-03-31 | $4.83B |
| 2024-12-31 | $4.97B |
| 2024-09-30 | $7.45B |
| 2024-06-30 | $7.39B |
| 2024-03-31 | $7.66B |
| 2023-12-31 | $7.69B |
| 2023-09-30 | $7.31B |
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.