BF-A vs IVZ
Comparison between Brown-Forman Corp - Class A (BF-A, Company) and Invesco Ltd (IVZ, Company).
BF-A is from the Consumer Defensive sector, while IVZ is from the Financial Services sector.
5-Year PerformanceIVZ has outperformed BF-A, delivering a return of +4.3% compared to -16.4%
BF-A vs IVZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BF-A vs IVZ - Historical Returns
Returns include dividend reinvestment.
BF-A vs IVZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BF-A | IVZ |
|---|---|---|
| 2026 | +3.33% | +3.75% |
| 2025 | -26.36% | +55.41% |
| 2024 | -35.13% | +3.44% |
| 2023 | -7.30% | +4.77% |
| 2022 | -0.29% | -19.64% |
| 2021 | -4.25% | +39.42% |
| 2020 | +18.08% | +2.96% |
| 2019 | +35.86% | +14.30% |
| 2018 | -9.71% | -51.78% |
| 2017 | +46.63% | +22.29% |
| 2016 | -12.48% | -5.04% |
| 2015 | +27.43% | -11.97% |
| 2014 | +20.96% | +13.09% |
| 2013 | +18.50% | +38.64% |
| 2012 | +25.82% | +30.41% |
| 2011 | +16.85% | -15.98% |
| 2010 | +26.72% | +5.40% |
| 2009 | +9.96% | +60.61% |
| 2008 | -12.20% | -51.27% |
| 2007 | +14.28% | +36.10% |
| 2006 | -5.66% | +58.16% |
| 2005 | +43.70% | +26.72% |
| 2004 | +7.42% | -13.14% |
| 2003 | +44.98% | +14.58% |
| 2002 | +7.24% | -56.35% |
| 2001 | -1.06% | -28.04% |
| 2000 | +27.78% | +96.90% |
| 1999 | -14.26% | +23.34% |
BF-A vs IVZ Drawdown Comparison
The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for IVZ was -83.90%, occurring on Mar 12, 2003. Recovery took 3370 trading sessions.
The current BF-A drawdown is -63.33%. The current IVZ drawdown is -5.06%.
| Rank | BF-A | IVZ |
|---|---|---|
| #1 | -68.32% Dec 15, 2020 - Mar 24, 2026 | -83.90% Nov 3, 2000 - Apr 2, 2014 |
| #2 | -41.16% Jun 5, 2008 - Mar 22, 2010 | -79.73% Jan 26, 2018 - Dec 5, 2025 |
| #3 | -36.98% Feb 20, 2020 - Sep 2, 2020 | -42.28% Mar 20, 2015 - Jan 17, 2018 |
| #4 | -33.54% Nov 8, 1999 - Nov 10, 2000 | -22.04% Jan 16, 2026 - Apr 7, 2026 |
| #5 | -24.74% May 1, 2002 - Apr 2, 2003 | -17.73% Apr 3, 2000 - Apr 28, 2000 |
| #6 | -23.94% Aug 5, 2015 - Nov 27, 2017 | -16.79% May 2, 2000 - Jun 16, 2000 |
| #7 | -20.22% May 21, 2018 - Jun 13, 2019 | -16.22% Oct 2, 2000 - Oct 31, 2000 |
| #8 | -19.48% Mar 17, 2006 - Jun 5, 2008 | -13.79% Sep 18, 2014 - Nov 7, 2014 |
| #9 | -17.31% Jul 5, 2011 - Oct 18, 2011 | -13.19% Sep 1, 2000 - Oct 2, 2000 |
| #10 | -15.01% Feb 13, 2001 - Jul 25, 2001 | -12.69% Dec 5, 2014 - Mar 16, 2015 |
| #11 | -14.29% Sep 9, 2020 - Nov 16, 2020 | -11.57% Jan 18, 2000 - Mar 6, 2000 |
| #12 | -13.45% Jun 20, 2014 - Nov 28, 2014 | -10.16% Dec 29, 1999 - Jan 13, 2000 |
| #13 | -13.29% Mar 5, 2004 - Dec 13, 2004 | -9.53% Apr 2, 2014 - Jun 5, 2014 |
| #14 | -12.66% Apr 5, 2010 - Jul 23, 2010 | -8.03% Dec 13, 1999 - Dec 29, 1999 |
| #15 | -12.30% Jul 25, 2001 - Feb 22, 2002 | -7.41% Jul 17, 2000 - Aug 8, 2000 |
Correlation
Correlation between BF-A and IVZ is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
BF-A vs IVZ dividend yield comparison.
| Year | BF-A | IVZ |
|---|---|---|
| 2026 | 0.86% | 0.76% |
| 2025 | 3.46% | 3.18% |
| 2024 | 2.33% | 4.66% |
| 2023 | 1.40% | 6.15% |
| 2022 | 1.17% | 4.07% |
| 2021 | 2.55% | 2.89% |
| 2020 | 0.96% | 4.45% |
| 2019 | 1.07% | 6.84% |
| 2018 | 3.11% | 7.11% |
| 2017 | 1.11% | 3.15% |
| 2016 | 1.50% | 3.66% |
| 2015 | 1.17% | 3.17% |
| 2014 | 1.35% | 2.47% |
| 2013 | 1.43% | 2.33% |
| 2012 | 8.06% | 2.45% |
| 2011 | 1.65% | 2.38% |
| 2010 | 3.20% | 1.80% |
| 2009 | 2.08% | 1.73% |
| 2008 | 2.21% | 3.60% |
| 2007 | 3.86% | 1.19% |
| 2006 | 1.69% | 1.44% |
| 2005 | 1.44% | 2.14% |
| 2004 | 1.74% | 2.57% |
| 2003 | 1.60% | 2.54% |
| 2002 | 2.13% | 2.75% |
| 2001 | 2.09% | 1.05% |
| 2000 | 1.89% | 0.69% |
| 1999 | 0.58% | 0.00% |
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