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Performance analysis of Bread Financial (BFH)

Annual Return

Over the past 3 years, BFH has had an average annual return of +46.27%, outperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, BFH has had an average annual return of +0.39%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, BFH has had an average annual return of -5.02%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Jun 15, 2001, BFH has had an average annual return of +9.82%, outperforming the benchmark SPY, which returned +9.55% annual.

202620252024202320222021202020192018201720162015
+24.43%+23.04%+88.88%-10.25%-42.45%+13.61%-32.65%-23.80%-40.18%+11.94%-17.17%-3.31%
201420132012201120102009200820072006200520042003
+8.79%+81.63%+39.41%+46.19%+9.97%+38.81%-37.95%+20.04%+75.48%-25.02%+71.53%+56.21%
20022001
-7.47%+48.91%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-2.01%-2.00%+5.69%+13.21%+5.33%+2.82%+24.43%
2025+3.72%-14.45%-7.26%-5.25%+8.44%+11.47%+7.32%+8.37%-15.74%+12.34%+8.50%+9.30%+23.04%
2024+10.11%+6.17%-2.72%-0.89%+13.73%+6.71%+22.49%+7.01%-18.20%+4.77%+18.43%+3.79%+88.88%
2023+8.95%+0.61%-26.17%-8.97%+2.91%+11.39%+32.43%-9.13%-8.99%-20.97%+4.75%+17.22%-10.25%
2022+3.71%-2.02%-16.75%-2.40%+0.98%-32.74%+6.88%-2.52%-18.16%+14.82%+14.21%-8.21%-42.45%
2021-8.70%+43%+16.16%+5.14%+2.90%-13.93%-10.50%+5.45%+2.83%-15.50%+0.45%-2.33%+13.61%
2020-8.39%-15.94%-60.82%+48.80%-6.94%-2.61%-1.68%+2.15%-6.94%+22.77%+42.39%+1.31%-32.65%
2019+18.33%-2.23%+1.14%-8.50%-13.74%+1.91%+11.98%-21.65%+4.75%-21.95%+7.54%+4.95%-23.80%
2018+1.25%-5.90%-11.66%-4.61%+4.11%+10.62%-3.57%+6.36%-1.01%-12.69%-2.55%-25.09%-40.18%
2017-0.05%+6.64%+2.48%+0.25%-3.21%+6.45%-5.94%-6.38%-1.75%+0.98%+7.19%+5.94%+11.94%

Drawdown analysis of Bread Financial (BFH)

The maximum drawdown for the BFH was -92.35%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current BFH drawdown is -56.89%.

Since Jun 15, 2001 BFH has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 3 times
  • 30% or more: 5 times
  • 20% or more: 7 times
  • 10% or more: 17 times
DepthStartTo BottomBottomTo RecoverEndTotal
-92.35%Apr 23, 20151234Mar 18, 2020OngoingOngoingOngoing
-70.54%Oct 24, 2007343Mar 6, 2009503Mar 4, 2011846
-46.63%Apr 1, 2002132Oct 7, 2002188Jul 8, 2003320
-32.42%Dec 29, 2004209Oct 26, 2005120Apr 20, 2006329
-32.24%Jul 18, 200141Sep 20, 200142Nov 19, 200183
-20.86%Jul 3, 200628Aug 11, 200648Oct 19, 200676
-20.59%Mar 20, 201433May 7, 2014178Jan 21, 2015211
-18.67%Jul 26, 20119Aug 8, 201154Oct 24, 201163
-15.89%Jan 31, 200728Mar 13, 200746May 17, 200774
-15.43%Jun 30, 200427Aug 9, 200447Oct 14, 200474
-15.18%Jan 30, 20024Feb 5, 200218Mar 4, 200222
-11.77%Dec 1, 200333Jan 20, 20047Jan 29, 200440
-11.33%Oct 28, 201119Nov 25, 20116Dec 5, 201125
-11.19%Jan 3, 201422Feb 5, 20142Feb 7, 201424
-10.81%Aug 29, 200321Sep 30, 200341Nov 26, 200362
-10.26%Feb 3, 200413Feb 23, 200419Mar 19, 200432
-10.08%May 2, 201128Jun 10, 201118Jul 7, 201146
-9.22%Nov 26, 20016Dec 4, 200116Dec 27, 200122
-9.16%Jan 26, 201510Feb 9, 201542Apr 10, 201552
-8.62%May 17, 200763Aug 16, 200712Sep 4, 200775
-8.56%Dec 31, 20011Jan 2, 20022Jan 4, 20023
-8.45%Apr 21, 200615May 12, 200633Jun 29, 200648
-8.38%Oct 18, 20044Oct 22, 200434Dec 10, 200438
-7.43%Jul 3, 201214Jul 24, 201218Aug 17, 201232
-7.15%Dec 5, 200613Dec 22, 200619Jan 24, 200732