ChartRow logo
Share this page
BHF
$47.77-1.91%
as of close, Oct 16, 2026
☾ AH $47.77 -1.91%
PeersJPMHOODBACVBRK-BGS

BHF return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates9 years, 3 months
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 16, 2026

Or drag the slider to set start and end dates

2017 to today, log scale
Covid2022 bear market
2022Jul 2017Today
Options

Result#

$1,000Jul 17, 2017$682Oct 16, 20260.68× 

$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.

Price only$682if dividends were spent
Biggest fall−76.9%Jul 18, 2017 to Mar 20, 2020
At a flat 5% a year$1,570a savings account's rate
Loss$318on $1,000 put in

How this period ranks#

These dates cover the whole record, so there is no other period this long to compare.

Worst: —Best: —
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in BHF, July 17, 2017 to October 16, 2026#

Your $1,000$Your buySame plan in the S&P 500A lowLog scale: equal steps are equal percentage moves
Lowest value$231 · Mar 2020$
$500$1,000$2,000$682
20182020202220242026

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.

−76.9% from its high
high−77%

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.

paid0.68×

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.

Your start
$1,000$1,500$2,000$2,500$3,000
20182020202220242026

$1,000 invested in BHF, by year#

Started on each year's first close and held to Oct 16, 2026, dividends reinvested.

StartedWorth Oct 16, 2026MultipleA year (CAGR)
2017$6820.68×−4.0%
2018$8280.83×−2.1%
2019$1,5061.5×5.4%
2020$1,2181.2×2.9%
2021$1,3561.4×5.4%
2022$8970.90×−2.2%
2023$9360.94×−1.7%
2024$9040.90×−3.5%
2025$9951.00×−0.3%
2026$7400.74×—

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.