The total return over the past 12 months is -13.43% vs. +17.77% for the S&P 500. So far it's up +1.89% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (16.29%) | (27.72%) | (18.38%) | (4.18%) | +1.70% | +2.65% |
| Total Return CAGR | (13.43%) | (25.94%) | (16.80%) | (2.68%) | +3.26% | +4.41% |
| Revenue CAGR | (1.18%) | (2.42%) | +2.56% | +2.43% | +2.30% | +3.49% |
| Net Income CAGR | (17.72%) | (2.98%) | (4.56%) | (3.93%) | +1.50% | +4.10% |
| EPS CAGR | (16.86%) | (2.09%) | (4.14%) | (3.12%) | +2.54% | +5.15% |
| Free Cash Flow CAGR | +107.19% | +25.01% | +3.41% | +7.99% | +4.16% | +5.77% |
| Operating Cash Flow CAGR | +67.22% | +16.04% | +4.13% | +6.68% | +4.36% | +5.48% |
| Dividends CAGR | +4.17% | +17.07% | +5.41% | +5.85% | +3.96% | +7.43% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Brown-Forman Corporation (BF-B)
| Year | Start Value | End Value | BF-B Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 1147.28 | 1168.91 | +1.89% | +8.94% | (7.05%) |
| 2025 | 1622.81 | 1147.28 | (29.30%) | +17.72% | (47.02%) |
| 2024 | 2394.43 | 1622.81 | (32.23%) | +24.89% | (57.12%) |
| 2023 | 2718.54 | 2394.43 | (11.92%) | +26.19% | (38.11%) |
| 2022 | 2982.65 | 2718.54 | (8.85%) | (18.17%) | +9.32% |
| 2021 | 3219.53 | 2982.65 | (7.36%) | +28.74% | (36.10%) |
| 2020 | 2713.16 | 3219.53 | +18.66% | +18.37% | +0.29% |
| 2019 | 1887.48 | 2713.16 | +43.75% | +31.22% | +12.53% |
| 2018 | 2153.11 | 1887.48 | (12.34%) | (4.56%) | (7.78%) |
| 2017 | 1389.48 | 2153.11 | +54.96% | +21.70% | +33.26% |
