Brown-Forman Corporation (BF-B) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
%
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Investment Performance

Final Value
$3,316
Total Return
-66.84%
CAGR
-19.81%
Dividends
$658.76
Yield on Cost
6.59%

Rolling Returns

1-Month (21 Trading Days)
Average-1.32%
Median-1.01%
Best+28.12%
Worst-28.02%
% of Windows Positive45.4%
1-Year (252 Trading Days)
Average-18.09%
Median-16.77%
Best+15.63%
Worst-45.75%
% of Windows Positive9.2%
3-Year (756 Trading Days)
Average-48.65%
Median-51.64%
Best-24.59%
Worst-63.24%
% of Windows Positive0.0%

Risk Metrics

Maximum Drawdown -69.46%
Average Drawdown -32.95%
Drawdown Duration 1255 Trading Days (Unrecovered)
Sortino Ratio -0.79
Calmar Ratio -0.29
CVaR (5%) -4.53%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -4.28% (-9.86% ann.) $428.42 $88.64 $17.73 $0.14
2025 -29.73% $2972.66 $242.20 $48.44 $0.39
2024 -32.48% $3247.97 $155.12 $31.02 $0.25
2023 -12.15% $1215.14 $127.77 $25.55 $0.20
2022 -9.05% $905.49 $106.46 $21.29 $0.17
2021 -6.49% $649.26 $218.95 $43.79 $0.35
2020 +18.43% +$1842.76 $104.18 $20.84 $0.17
2019 +43.41% +$4340.72 $141.77 $28.35 $0.23
2018 -11.26% $1126.17 $300.63 $60.13 $0.48
2017 +54.54% +$5454.06 $167.03 $33.41 $0.27
2016 -8.46% $846.34 $140.20 $28.04 $0.22
2015 +14.24% +$1423.95 $146.90 $29.38 $0.23
2014 +17.44% +$1743.54 $157.43 $31.49 $0.25
2013 +20.94% +$2093.89 $167.58 $33.52 $0.27
2012 +19.33% +$1932.62 $178.77 $35.75 $0.29
2011 +17.34% +$1734.30 $189.24 $37.85 $0.30
2010 +33.63% +$3362.72 $418.96 $83.79 $0.67
2009 +6.17% +$616.53 $227.86 $45.57 $0.36
2008 -11.67% $1166.93 $187.33 $37.47 $0.30
2007 +15.84% +$1583.70 $443.06 $88.61 $0.71
2006 -3.26% $326.17 $165.63 $33.13 $0.26
2005 +44.35% +$4435.22 $209.64 $41.93 $0.34
2004 +5.71% +$570.83 $190.22 $38.04 $0.30
2003 +45.21% +$4520.94 $238.63 $47.73 $0.38
2002 +6.11% +$611.44 $228.99 $45.80 $0.37
2001 -4.26% $426.22 $202.78 $40.56 $0.32
2000 +18.36% +$1835.86 $221.81 $44.36 $0.35
1999 -23.20% $2319.95 $158.78 $31.76 $0.25
1998 +39.02% +$3902.37 $206.65 $41.33 $0.33
1997 +22.94% +$2294.33 $239.92 $47.98 $0.38
1996 +27.99% +$2799.42 $289.98 $58.00 $0.46
1995 +22.41% +$2241.01 $332.11 $66.42 $0.53
1994 +7.66% +$766.02 $333.65 $66.73 $0.53
1993 +8.70% +$870.36 $336.73 $67.35 $0.54
1992 +2.84% +$284.06 $308.18 $61.63 $0.49
1991 +20.98% +$2097.82 $331.84 $66.37 $0.53
1990 -19.06% $1906.31 $242.70 $48.54 $0.39
1989 +56.05% +$5604.86 $311.47 $62.30 $0.50
1988 +67.50% +$6750.31 $412.34 $82.47 $0.66
1987 -11.71% $1170.91 $130.56 $26.11 $0.21
1986 +33.54% +$3354.31 $350.69 $70.14 $0.56
1985 +51.06% +$5105.80 $121.12 $24.22 $0.19
1984 -4.62% $461.53 $0.00 $0.00 $0.00
1983 -9.41% $940.77 $0.00 $0.00 $0.00
1982 -0.69% $69.21 $0.00 $0.00 $0.00
1981 +31.07% +$3106.58 $0.00 $0.00 $0.00
1980 partial +47.49% (+63.42% ann.) +$4749.16 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +31.88% +6.22% +$3187.91 $1568.59 $313.72 $2.51
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +65.43% +21.60% +$6543.16 $802.74 $160.55 $1.28
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +139.18% +19.07% +$13917.91 $2001.31 $400.26 $3.20
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -29.68% -22.06% $2968.29 $280.44 $56.09 $0.45
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +165.70% +33.57% +$16570.46 $1425.86 $285.17 $2.28
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +214.67% +16.36% +$21467.00 $2140.00 $428.00 $3.42
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -34.89% -99.25% $3489.35 $24.32 $4.86 $0.04
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +54.29% +100.93% +$5429.27 $71.14 $14.23 $0.11
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 -2.88% -2.74% $288.27 $93.80 $18.76 $0.15
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -3.67% -3.89% $366.57 $251.14 $50.23 $0.40
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -31.04% -18.17% $3103.87 $245.08 $49.02 $0.39
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -46.21% -30.48% $4621.38 $291.08 $58.22 $0.47

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1985-12-02 $0.0089 0.88%
1986-03-05 $0.0089 0.78%
1986-06-02 $0.0110 0.90%
1986-08-29 $0.0110 0.80%
1986-12-01 $0.0073 0.51%
1987-03-09 $0.0066 0.37%
1987-11-30 $0.0121 1.09%
1988-03-07 $0.0121 0.74%
1988-06-01 $0.0121 0.74%
1988-08-30 $0.0121 0.78%
1988-11-28 $0.0149 0.82%
1989-03-03 $0.0149 0.69%
1989-06-05 $0.0149 0.66%
1989-08-29 $0.0149 0.55%
1989-12-04 $0.0185 0.62%
1990-03-02 $0.0185 0.69%
1990-06-05 $0.0185 0.70%
1990-08-28 $0.0185 0.85%
1990-12-07 $0.0199 0.78%
1991-03-07 $0.0199 0.75%
1991-06-04 $0.0199 0.67%
1991-08-27 $0.0199 0.76%
1991-12-02 $0.0217 0.83%
1992-03-06 $0.0217 0.81%
1992-06-05 $0.0217 0.81%
1992-08-31 $0.0217 0.73%
1992-11-30 $0.0242 0.78%
1993-03-05 $0.0242 0.86%
1993-06-07 $0.0242 0.80%
1993-08-30 $0.0242 0.86%
1993-11-30 $0.0252 0.92%
1994-03-04 $0.0252 0.84%
1994-06-08 $0.0254 0.81%
1994-08-30 $0.0254 0.78%
1994-11-28 $0.0265 0.85%
1995-03-03 $0.0265 0.76%
1995-06-06 $0.0265 0.75%
1995-08-31 $0.0265 0.67%
1995-11-30 $0.0277 0.68%
1996-03-05 $0.0277 0.64%
1996-06-06 $0.0277 0.65%
1996-08-30 $0.0277 0.70%
1996-12-05 $0.0288 0.61%
1997-03-03 $0.0288 0.60%
1997-06-04 $0.0288 0.53%
1997-08-29 $0.0288 0.56%
1997-12-03 $0.0299 0.54%
1998-03-02 $0.0299 0.50%
1998-06-09 $0.0299 0.47%
1998-08-31 $0.0299 0.44%
1998-12-02 $0.0315 0.40%
1999-03-05 $0.0315 0.47%
1999-06-03 $0.0315 0.44%
1999-09-02 $0.0315 0.50%
1999-12-01 $0.0331 0.49%
2000-03-08 $0.0331 0.72%
2000-06-07 $0.0331 0.55%
2000-09-01 $0.0331 0.58%
2000-12-04 $0.0352 0.50%
2001-03-06 $0.0352 0.52%
2001-06-05 $0.0352 0.50%
2001-08-29 $0.0352 0.50%
2001-12-03 $0.0373 0.57%
2002-03-01 $0.0373 0.52%
2002-06-04 $0.0373 0.45%
2002-08-30 $0.0373 0.50%
2002-12-04 $0.0400 0.58%
2003-02-28 $0.0400 0.53%
2003-06-05 $0.0400 0.47%
2003-08-29 $0.0400 0.47%
2003-12-03 $0.0453 0.46%
2004-03-04 $0.0454 0.43%
2004-06-03 $0.0454 0.43%
2004-09-02 $0.0454 0.45%
2004-12-02 $0.0523 0.51%
2005-03-08 $0.0523 0.45%
2005-06-02 $0.0523 0.41%
2005-09-06 $0.0523 0.43%
2005-12-01 $0.0597 0.41%
2006-03-06 $0.0597 0.36%
2006-06-05 $0.0597 0.38%
2006-09-05 $0.0597 0.36%
2006-11-30 $0.0646 0.42%
2007-03-02 $0.0646 0.47%
2007-04-09 $0.3526 2.52%
2007-06-04 $0.0646 0.45%
2007-08-30 $0.0646 0.41%
2007-12-03 $0.0725 0.48%
2008-03-03 $0.0725 0.53%
2008-06-02 $0.0725 0.45%
2008-09-04 $0.0725 0.47%
2008-12-04 $0.0768 0.65%
2009-03-04 $0.0768 0.67%
2009-06-04 $0.0768 0.62%
2009-09-03 $0.0768 0.62%
2009-12-03 $0.0800 0.59%
2010-03-04 $0.0800 0.56%
2010-06-03 $0.0800 0.53%
2010-09-02 $0.0800 0.51%
2010-12-03 $0.0853 0.46%
2010-12-08 $0.2667 1.45%
2011-03-07 $0.0853 0.47%
2011-06-06 $0.0853 0.46%
2011-09-01 $0.0853 0.45%
2011-12-02 $0.0933 0.44%
2012-03-01 $0.0933 0.43%
2012-06-04 $0.0933 0.41%
2012-09-05 $0.0932 0.36%
2012-12-03 $0.1020 0.36%
2013-03-06 $0.1020 0.37%
2013-06-03 $0.1020 0.37%
2013-09-03 $0.1020 0.38%
2013-12-02 $0.1160 0.39%
2014-03-05 $0.1160 0.34%
2014-06-02 $0.1160 0.31%
2014-09-04 $0.1160 0.32%
2014-12-02 $0.1260 0.33%
2015-03-06 $0.1260 0.35%
2015-06-01 $0.1260 0.33%
2015-09-03 $0.1260 0.33%
2015-12-01 $0.1360 0.33%
2016-03-07 $0.1360 0.35%
2016-06-02 $0.1360 0.35%
2016-08-30 $0.1360 0.33%
2016-11-30 $0.1464 0.39%
2017-03-02 $0.1464 0.37%
2017-06-01 $0.1464 0.35%
2017-09-06 $0.1464 0.34%
2017-12-06 $0.1584 0.32%
2018-03-02 $0.1580 0.29%
2018-03-29 $1.0000 1.86%
2018-06-05 $0.1580 0.28%
2018-09-05 $0.1580 0.30%
2018-12-06 $0.1660 0.36%
2019-03-01 $0.1660 0.34%
2019-06-05 $0.1660 0.32%
2019-09-05 $0.1660 0.27%
2019-12-04 $0.1740 0.26%
2020-03-06 $0.1740 0.28%
2020-06-05 $0.1740 0.27%
2020-09-03 $0.1740 0.22%
2020-12-03 $0.1800 0.23%
2021-03-05 $0.1800 0.26%
2021-06-07 $0.1800 0.22%
2021-09-02 $0.1800 0.25%
2021-12-02 $0.1890 0.27%
2021-12-08 $1.0000 1.36%
2022-03-07 $0.1890 0.27%
2022-06-07 $0.1890 0.28%
2022-09-02 $0.1890 0.26%
2022-12-01 $0.2060 0.28%
2023-03-07 $0.2060 0.31%
2023-06-07 $0.2060 0.33%
2023-09-01 $0.2060 0.31%
2023-11-30 $0.2180 0.37%
2024-03-07 $0.2180 0.39%
2024-06-07 $0.2180 0.50%
2024-09-03 $0.2180 0.48%
2024-12-06 $0.2270 0.50%
2025-03-07 $0.2270 0.63%
2025-06-09 $0.2270 0.81%
2025-09-03 $0.2270 0.78%
2025-12-05 $0.2310 0.78%
2026-03-09 $0.2310 0.91%
Total 164 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-06-07 $22.19 $4.44 $0.04 0.2216
2021-09-02 $22.23 $4.45 $0.04 0.2504
2021-12-02 $23.39 $4.68 $0.04 0.2602
2021-12-08 $124.04 $24.81 $0.20 1.4055
2022-03-07 $23.71 $4.74 $0.04 0.2794
2022-06-07 $23.76 $4.75 $0.04 0.2875
2022-09-02 $23.82 $4.76 $0.04 0.2654
2022-12-01 $26.01 $5.20 $0.04 0.2805
2023-03-07 $26.07 $5.21 $0.04 0.3141
2023-06-07 $26.14 $5.23 $0.04 0.3222
2023-09-01 $26.20 $5.24 $0.04 0.3134
2023-11-30 $27.80 $5.56 $0.04 0.3778
2024-03-07 $27.88 $5.58 $0.04 0.4077
2024-06-07 $27.97 $5.59 $0.04 0.5088
2024-09-03 $28.08 $5.62 $0.04 0.4889
2024-12-06 $29.35 $5.87 $0.05 0.5276
2025-03-07 $29.47 $5.89 $0.05 0.6371
2025-06-09 $29.61 $5.92 $0.05 0.8548
2025-09-03 $29.81 $5.96 $0.05 0.8439
2025-12-05 $30.53 $6.11 $0.05 0.8017
2026-03-09 $30.71 $6.14 $0.05 0.9856
Total $658.76 $131.75 $1.05 10.6340

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

ADM

CAGR 10.03% Total 8174.46% Final $827,446
1980-03-17 — 2026-06-03
FLNT

CAGR -21.92% Total -98.95% Final $104.63
2007-12-28 — 2026-06-03
PAX

CAGR -7.19% Total -32.97% Final $6,703
2021-01-22 — 2026-06-03