BHF return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2017 to today, log scaleResult#
$1,000 invested in BHF on July 17, 2017 was worth $682 on October 16, 2026, with dividends reinvested.
That’s −4.0% a year compounded (CAGR) over 9 years, 3 months: 0.68 times your money.
Over the same dates the same $1,000 would be worth $3,586 in the S&P 500 and $5,308 in the Nasdaq-100: BHF trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
These dates cover the whole record, so there is no other period this long to compare.
Growth of $1,000 in BHF, July 17, 2017 to October 16, 2026#
How far BHF was below its previous high. The biggest fall: −76.9% from Jul 18, 2017 to Mar 20, 2020, not back to the high by the end date.
Your one buy. $1,000 on July 17, 2017, worth $682 on October 16, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 16, 2026, by start date#
Each point is the same amount invested that day and held to October 16, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in BHF, by year#
Started on each year's first close and held to Oct 16, 2026, dividends reinvested.
| Started | Worth Oct 16, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $682 | 0.68× | −4.0% |
| 2018 | $828 | 0.83× | −2.1% |
| 2019 | $1,506 | 1.5× | 5.4% |
| 2020 | $1,218 | 1.2× | 2.9% |
| 2021 | $1,356 | 1.4× | 5.4% |
| 2022 | $897 | 0.90× | −2.2% |
| 2023 | $936 | 0.94× | −1.7% |
| 2024 | $904 | 0.90× | −3.5% |
| 2025 | $995 | 1.00× | −0.3% |
| 2026 | $740 | 0.74× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. BHF data begins July 17, 2017; values as of October 16, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live BHF chart and fundamentals on the BHF quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in BHF be worth today?
- $1,000 invested in BHF on July 17, 2017 would be worth $682 on October 16, 2026, with dividends reinvested — −4.0% a year compounded (CAGR).
- How far back does the BHF calculator go?
- BHF data begins July 17, 2017, with a close every session. Pick any start and end date in that span — 9 years, 3 months of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.
