The takeaway
Brighthouse Financial, Inc. shows a pronounced seasonal pattern over 9 years of data — strongest in January (+8.5%) and softest in June (−5.4%).
Right now
In July, the stock has risen 67% of years, averaging +2.6% — essentially in line with the S&P 500.
The full picture
Brighthouse Financial, Inc.'s most dependable month has been January, higher in 6 of 8 years; June has been its least reliable, up just 25% of the time.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Win rate % | ||||||||||||
| Median return % | ||||||||||||
| 2025 | ||||||||||||
| 2024 | ||||||||||||
| 2023 | ||||||||||||
| 2022 | ||||||||||||
| 2021 | ||||||||||||
| 2020 | ||||||||||||
| 2019 | ||||||||||||
| 2018 | ||||||||||||
| 2017 | — | — | — | — | — | — |
Month by month
The stock's clearest edge over the S&P 500 lands in January (+8.7 pts); it has trailed the market most in March (−6.6 pts).
“vs S&P” is Brighthouse Financial, Inc.’s average for a month minus the S&P 500’s average for that same month — isolating Brighthouse Financial, Inc.’s own seasonal edge from broad market drift.
Reality check
Over the last 5 years, January has closed higher 80% of the time versus 75% across the last 9 years — the pattern is weakening.
Figures are the typical (median) January return and how often it rose — the last 5 years versus the last 9(the heatmap’s default window). This verdict stays anchored to that 9-year window even if you zoom the chart, so it never disagrees with the badges above.
In plain English
The seasonal story is really one month's story — January. It has closed higher in 6 of 8 Januaries, a concentration the rest of the calendar can't touch.
The strength looks broad-based rather than freakish: its average (+8.5%) and median (+6.3%) sit close together, so no single blow-out year is flattering the figure. That reliability comes with real swings, mind — even January ranges by 10.0% from year to year, so any single year can land far from the average. Better still, that strength is the stock's own and not just a buoyant market — January has outpaced the S&P 500 by +8.7 points on average. Few peers keep such company in January — the typical stock clears it just 53% of the time.
It doesn't stand entirely alone — April, July, and October have leaned firm as well, if less emphatically. At the other end of the calendar, June has been the soft spot — the weakest of 5 months that average a loss (−5.4%), and the edge isn't year-round — the stock has trailed the S&P 500 in March, June, and December. Its roughest month on record was a −35.5% March in 2020 — a reminder of how hard even a seasonal name can fall.
The pattern has softened of late, January's last five years slipping below its longer-run record.
For a stock this dependable in January, the sharper question is the rest of the year — outside its strong stretch, the calendar gives far less to lean on. With a short 9-year record, the signal is best held loosely.
Short answers on the stock's best month (January), its worst (June), and whether it really trades seasonally.
Yes, to a pronounced degree. Since 2017 its best month (January, +8.5%) has run well ahead of its worst (June, −5.4%) — the heatmap above shows how steady that gap has been year to year.
January has been the strongest, averaging +8.5% and closing higher in 6 of 8 years since 2017.
It's the weakest, averaging −5.4% — historically a soft spot, though it still varies from year to year.
Explore
These names have the strongest July track records on record — a starting point for comparison.
Before you trade