Performance analysis of Brown-Forman (BF-A)
Annual Return
Over the past 3 years, BF-A has had an average annual return of -25.12%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BF-A has had an average annual return of -17.83%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BF-A has had an average annual return of -3.20%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, BF-A has had an average annual return of +7.45%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.97% | -28.08% | -35.55% | -8.21% | -1.88% | -5.33% | +18.30% | +33.97% | -9.40% | +47.33% | -14.85% | +27.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +20.51% | +21.78% | +25.70% | +16.33% | +27.53% | +15.46% | -14.74% | +15.68% | -3.49% | +42.11% | +6.58% | +47.47% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +6.90% | -2.17% | +26.73% | -14.26% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.78% | +5.50% | -7.92% | -1.90% | +1.71% | -4.38% | -1.97% | ||||||
| 2025 | -11.59% | -0.87% | +1.96% | +3.41% | -3.99% | -16.66% | +4.26% | +5.97% | -10.63% | +0.78% | +5.13% | -7.01% | -28.08% |
| 2024 | -5.40% | +6.33% | -11.32% | -7.33% | -6.66% | -3.17% | +3.31% | +0.35% | +5.59% | -9.36% | -5.09% | -8.40% | -35.55% |
| 2023 | +1.13% | -2.38% | +0.73% | +1.06% | -4.60% | +8.64% | +5.64% | -6.51% | -13.32% | -1.17% | +5.27% | -1.06% | -8.21% |
| 2022 | -7.60% | -2.55% | +3.09% | -0.51% | +1.14% | +7.47% | +7.04% | -2.53% | -4.01% | +1.79% | +6.14% | -9.66% | -1.88% |
| 2021 | -10.00% | +0.71% | -4.13% | +12.06% | +5.12% | -5.77% | -5.12% | -1.03% | -5.08% | +2.17% | +2.56% | +5.09% | -5.33% |
| 2020 | +2.39% | -8.68% | -12.20% | +10.39% | +4.64% | -2.72% | +9.85% | +5.12% | +3.56% | -8.63% | +17.50% | -0.11% | +18.30% |
| 2019 | -0.82% | +4.83% | +4.14% | +2.21% | -5.91% | +12.12% | -2.98% | +7.89% | +4.08% | +4.02% | +2.65% | -1.34% | +33.97% |
| 2018 | +2.62% | -1.45% | +0.16% | +0.08% | +2.90% | -10.77% | +9.03% | -1.18% | -3.21% | -8.72% | +4.83% | -2.45% | -9.40% |
| 2017 | +1.15% | +6.56% | -5.23% | +2.10% | +10.36% | -6.74% | +4.54% | +7.92% | +0.45% | +2.94% | +5.20% | +11.83% | +47.33% |
Drawdown analysis of Brown-Forman (BF-A)
The maximum drawdown for the BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current BF-A drawdown is -65.09%.
Since Nov 1, 1999 BF-A has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 19 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.32% | Dec 15, 2020 | 1322 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -41.16% | Jun 5, 2008 | 192 | Mar 11, 2009 | 259 | Mar 22, 2010 | 451 |
| -36.98% | Feb 20, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
| -33.54% | Nov 8, 1999 | 86 | Mar 13, 2000 | 170 | Nov 10, 2000 | 256 |
| -24.75% | May 1, 2002 | 57 | Jul 23, 2002 | 175 | Apr 2, 2003 | 232 |
| -23.94% | Aug 5, 2015 | 363 | Jan 12, 2017 | 220 | Nov 27, 2017 | 583 |
| -20.22% | May 21, 2018 | 149 | Dec 21, 2018 | 118 | Jun 13, 2019 | 267 |
| -19.48% | Mar 17, 2006 | 183 | Dec 6, 2006 | 375 | Jun 5, 2008 | 558 |
| -17.31% | Jul 5, 2011 | 26 | Aug 10, 2011 | 48 | Oct 18, 2011 | 74 |
| -15.02% | Feb 13, 2001 | 26 | Mar 22, 2001 | 86 | Jul 25, 2001 | 112 |
| -14.29% | Sep 9, 2020 | 37 | Oct 30, 2020 | 11 | Nov 16, 2020 | 48 |
| -13.45% | Jun 20, 2014 | 81 | Oct 15, 2014 | 31 | Nov 28, 2014 | 112 |
| -13.29% | Mar 5, 2004 | 160 | Oct 22, 2004 | 35 | Dec 13, 2004 | 195 |
| -12.66% | Apr 5, 2010 | 36 | May 25, 2010 | 41 | Jul 23, 2010 | 77 |
| -12.30% | Jul 25, 2001 | 65 | Oct 31, 2001 | 77 | Feb 22, 2002 | 142 |
| -12.28% | Dec 28, 2000 | 8 | Jan 10, 2001 | 21 | Feb 9, 2001 | 29 |
| -11.43% | Jul 18, 2013 | 51 | Sep 30, 2013 | 42 | Nov 27, 2013 | 93 |
| -11.27% | Nov 28, 2014 | 12 | Dec 16, 2014 | 99 | May 11, 2015 | 111 |
| -10.64% | Aug 4, 2010 | 20 | Sep 1, 2010 | 62 | Nov 30, 2010 | 82 |
| -9.31% | Nov 27, 2019 | 8 | Dec 10, 2019 | 24 | Jan 15, 2020 | 32 |
| -9.16% | Apr 2, 2013 | 56 | Jun 20, 2013 | 16 | Jul 15, 2013 | 72 |
| -9.14% | Jan 31, 2018 | 6 | Feb 8, 2018 | 17 | Mar 6, 2018 | 23 |
| -8.74% | Jun 13, 2019 | 36 | Aug 5, 2019 | 12 | Aug 21, 2019 | 48 |
| -8.61% | Jun 30, 2005 | 33 | Aug 17, 2005 | 21 | Sep 16, 2005 | 54 |
| -7.76% | Mar 9, 2011 | 5 | Mar 16, 2011 | 28 | Apr 26, 2011 | 33 |