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Performance analysis of Brown-Forman (BF-B)

Annual Return

Over the past 3 years, BF-B has had an average annual return of -25.52%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, BF-B has had an average annual return of -16.48%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, BF-B has had an average annual return of -2.14%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Nov 1, 1999, BF-B has had an average annual return of +7.31%, underperforming the benchmark SPY, which returned +8.46% annual.

202620252024202320222021202020192018201720162015
+3.17%-29.31%-32.23%-11.92%-8.85%-6.04%+18.66%+43.74%-11.03%+54.96%-8.20%+14.55%
201420132012201120102009200820072006200520042003
+17.74%+21.31%+27.01%+17.77%+34.56%+6.70%-11.29%+16.86%-2.97%+44.85%+6.09%+45.78%
2002200120001999
+6.54%-3.85%+19.70%-15.55%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+5.03%+5.44%-7.54%-2.53%-0.19%+4.52%-0.90%+3.17%
2025-13.09%+0.30%+3.14%+2.65%-4.31%-18.63%+7.21%+3.78%-8.83%+0.55%+6.43%-9.39%-29.31%
2024-3.85%+9.71%-13.95%-7.30%-4.16%-5.35%+4.56%+0.95%+8.43%-10.51%-4.43%-9.28%-32.23%
2023+1.37%-2.57%-0.62%+1.28%-5.10%+8.45%+5.72%-6.33%-12.49%-2.65%+4.98%-2.79%-11.92%
2022-7.45%-3.26%+3.03%+0.63%-1.96%+6.41%+5.79%-2.05%-8.19%+2.15%+7.38%-9.80%-8.85%
2021-9.77%-0.13%-3.40%+10.60%+5.35%-6.54%-5.36%-0.99%-4.33%+1.31%+3.64%+5.30%-6.04%
2020+0.06%-9.21%-9.35%+12.05%+6%-3.19%+8.92%+5.52%+3.16%-7.45%+15.71%-1.30%+18.66%
2019-0.69%+4.74%+7%+0.97%-6.21%+11.24%-1.12%+7.63%+6.72%+4.36%+3.51%-0.07%+43.74%
2018+0.92%+0.71%-0.50%+3.02%+0.93%-13.10%+8.59%-1.88%-2.91%-8.33%+2.98%-0.29%-11.03%
2017+1.51%+6.93%-4.94%+2.47%+9.78%-6.13%+1.65%+7.37%+2.72%+5.01%+4.88%+15.18%+54.96%

Drawdown analysis of Brown-Forman (BF-B)

The maximum drawdown for the BF-B was -68.95%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current BF-B drawdown is -63.72%.

Since Nov 1, 1999 BF-B has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 4 times
  • 20% or more: 7 times
  • 10% or more: 16 times
DepthStartTo BottomBottomTo RecoverEndTotal
-68.95%Nov 24, 20201334Mar 20, 2026OngoingOngoingOngoing
-39.98%Jun 5, 2008191Mar 10, 2009319Jun 15, 2010510
-37.33%Nov 8, 199986Mar 13, 2000177Nov 21, 2000263
-35.17%Jan 23, 202041Mar 23, 2020102Aug 17, 2020143
-25.58%May 2, 200255Jul 22, 2002176Apr 2, 2003231
-22.97%May 18, 2018157Jan 3, 2019162Aug 26, 2019319
-20.76%Mar 17, 2006247Mar 13, 2007311Jun 5, 2008558
-18.98%Aug 6, 2015363Jan 13, 201788May 22, 2017451
-18.65%Jul 7, 201124Aug 10, 201151Oct 21, 201175
-16.67%May 22, 201736Jul 13, 201777Oct 31, 2017113
-15.92%Feb 13, 200126Mar 22, 2001228Feb 22, 2002254
-14.20%Sep 9, 202036Oct 29, 202012Nov 16, 202048
-13.22%Jun 19, 201482Oct 15, 201431Nov 28, 2014113
-12.78%Dec 19, 200013Jan 9, 200121Feb 8, 200134
-12.77%Sep 7, 200433Oct 22, 200435Dec 13, 200468
-11.44%Nov 28, 201412Dec 16, 2014115Jun 3, 2015127
-9.62%Aug 2, 201022Sep 1, 201057Nov 22, 201079
-8.98%Jan 26, 20189Feb 8, 201812Feb 27, 201821
-8.83%Jul 18, 201332Sep 3, 201335Oct 22, 201367
-8.70%Mar 1, 2004110Aug 6, 200420Sep 3, 2004130
-8.55%May 15, 201325Jun 20, 201318Jul 17, 201343
-8.36%Jun 29, 200533Aug 16, 200518Sep 12, 200551
-7.81%Nov 26, 201911Dec 12, 201921Jan 14, 202032
-7.72%Mar 9, 20115Mar 16, 201125Apr 20, 201130
-7.58%Sep 16, 200515Oct 7, 200515Oct 28, 200530