Brown-Forman Corporation (BF-B) Total Return CAGR: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 +22.75%. Year-to-date total return is +4.23%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Brown-Forman Corporation's Total Return CAGR averages -23.54% over 3 years and -17.23% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Brown-Forman Corporation's investment performance.
BF-B Total Return CAGR Chart
Brown-Forman Corporation (BF-B)
BF-B Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
BF-B Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1076.98 | 1122.53 | +45.55 | +4.23% | +4.23% |
| 2025 | 1523.37 | 1076.98 | -446.40 | -29.30% | -29.30% |
| 2024 | 2247.71 | 1523.37 | -724.34 | -32.23% | -32.23% |
| 2023 | 2551.97 | 2247.71 | -304.25 | -11.92% | -11.92% |
| 2022 | 2799.89 | 2551.97 | -247.92 | -8.85% | -8.85% |
| 2021 | 3022.25 | 2799.89 | -222.36 | -7.36% | -7.36% |
| 2020 | 2546.91 | 3022.25 | +475.34 | +18.66% | +18.66% |
| 2019 | 1771.82 | 2546.91 | +775.09 | +43.75% | +43.75% |
| 2018 | 2021.18 | 1771.82 | -249.36 | -12.34% | -12.34% |
| 2017 | 1304.34 | 2021.18 | +716.84 | +54.96% | +54.96% |
| 2016 | 1420.59 | 1304.34 | -116.25 | -8.18% | -8.18% |
| 2015 | 1240.37 | 1420.59 | +180.22 | +14.53% | +14.53% |
| 2014 | 1053.44 | 1240.37 | +186.93 | +17.75% | +17.75% |
| 2013 | 868.33 | 1053.44 | +185.11 | +21.32% | +21.32% |
| 2012 | 725.43 | 868.33 | +142.90 | +19.70% | +19.70% |
| 2011 | 616.08 | 725.43 | +109.35 | +17.75% | +17.75% |
| 2010 | 459.94 | 616.08 | +156.13 | +33.95% | +33.95% |
| 2009 | 430.87 | 459.94 | +29.07 | +6.75% | +6.75% |
| 2008 | 485.74 | 430.87 | -54.87 | -11.30% | -11.30% |
| 2007 | 426.38 | 485.74 | +59.36 | +13.92% | +13.92% |
| 2006 | 439.48 | 426.38 | -13.10 | -2.98% | -2.98% |
| 2005 | 303.52 | 439.48 | +135.96 | +44.80% | +44.80% |
| 2004 | 286.00 | 303.52 | +17.52 | +6.12% | +6.12% |
| 2003 | 196.10 | 286.00 | +89.90 | +45.84% | +45.84% |
| 2002 | 184.17 | 196.10 | +11.93 | +6.48% | +6.48% |
| 2001 | 191.39 | 184.17 | -7.22 | -3.77% | -3.77% |
| 2000 | 161.10 | 191.39 | +30.28 | +18.80% | +18.80% |
| 1999 | 208.76 | 161.10 | -47.66 | -22.83% | -22.83% |
| 1998 | 149.59 | 208.76 | +59.18 | +39.56% | +39.56% |
| 1997 | 121.19 | 149.59 | +28.39 | +23.43% | +23.43% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,123 | +0.8% | +4.9% |
| Q1 2026 | 1,114 | +0.3% | -20.3% |
| Q4 2025 | 1,111 | -2.0% | -28.6% |
| Q3 2025 | 1,134 | +6.0% | -40.3% |
| Q2 2025 | 1,070 | -23.5% | -38.0% |
| Q1 2025 | 1,398 | -10.2% | -30.4% |
| Q4 2024 | 1,557 | -18.0% | -30.6% |
| Q3 2024 | 1,898 | +10.1% | -23.4% |
| Q2 2024 | 1,725 | -14.2% | -33.9% |
| Q1 2024 | 2,010 | -10.4% | -19.0% |
| Q4 2023 | 2,244 | -9.4% | -13.0% |
| Q3 2023 | 2,477 | -5.1% | -6.8% |
| Q2 2023 | 2,611 | +5.2% | -2.8% |
| Q1 2023 | 2,482 | -3.7% | -2.6% |
| Q4 2022 | 2,578 | -3.0% | -7.3% |
| Q3 2022 | 2,656 | -1.1% | +2.1% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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