Brown-Forman Corporation (BF-B) Total Return:0.32%(TTM)
Over the latest trailing 12-month period, Brown-Forman Corporation (BF-B)'s total return cagr is +0.32%. The comparable SPY value is +24.09%. Year-to-date total return is +4.23%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BF-B
$112,253
(11.2x return)
Invested on Jun 12, 1996
Growth of $10,000 in SPY (S&P 500)
$184,570
(18.5x return)
Invested on Jun 12, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+4.2%
1-Year Total Return
+0.3%
Current Dividend Yield
3.45%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (3.0%) | +0.3% | +3.3% |
| 3 Years | (25.4%) | (23.5%) | +1.8% |
| 5 Years | (18.8%) | (17.2%) | +1.6% |
| 10 Years | (3.8%) | (2.3%) | +1.5% |
| 15 Years | +2.4% | +3.9% | +1.6% |
| 20 Years | +2.8% | +4.5% | +1.8% |
About Brown-Forman Corporation
Brown-Forman Corporation, along with its subsidiaries, operates globally within the alcoholic beverage industry. The company is actively involved in the production, distillation, bottling, international trade (importing and exporting), marketing, and sale of a diverse portfolio of alcoholic products. Its extensive offerings encompass a wide variety of spirits, wines, and whiskey products, including specialty whiskey spirits and flavored whiskey liqueurs. The range also features convenient ready-to-drink and ready-to-pour options, pre-mixed cocktails, vodkas, tequilas, champagnes, brandy, bourbons, and other liqueurs. These beverages are primarily marketed under prominent brands such as Jack Daniel's, Reserve, Old Forester, Coopers' Craft, Herradura, el Jimador, New Mix, Korbel Champagnes, Sonoma-Cutrer, Finlandia, GlenDronach, Benriach, Glenglassaugh, Chambord, Slane, and Fords Gin. Beyond beverage sales, Brown-Forman also engages in the sale of used barrels, bulk whiskey, and wine, in addition to offering contract bottling services. The company's distribution model involves reaching retail customers and end consumers through independent distributors or state governments, while directly supplying retailers, wholesalers, and provincial governments. With a history dating back to its founding in 1870, Brown-Forman Corporation is headquartered in Louisville, Kentucky, and conducts substantial operations across the United States, Germany, Australia, the United Kingdom, Mexico, and numerous other international markets.
- Sector
- Consumer Defensive
- Industry
- Beverages - Wineries & Distilleries
- CEO
- Lawson E. Whiting