BF-B vs SPY
Comparison between Brown-Forman Corp - Class B (BF-B, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed BF-B, delivering a return of +13.3% compared to -16.7%
BF-B vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BF-B vs SPY - Historical Returns
Returns include dividend reinvestment.
BF-B vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BF-B | SPY |
|---|---|---|
| 2026 | +6.84% | +8.27% |
| 2025 | -27.79% | +18.00% |
| 2024 | -31.93% | +25.59% |
| 2023 | -10.99% | +26.72% |
| 2022 | -7.24% | -18.64% |
| 2021 | -4.36% | +30.52% |
| 2020 | +19.62% | +17.28% |
| 2019 | +48.46% | +31.09% |
| 2018 | -9.76% | -5.24% |
| 2017 | +54.41% | +20.78% |
| 2016 | -6.24% | +13.59% |
| 2015 | +14.02% | +1.31% |
| 2014 | +19.19% | +14.56% |
| 2013 | +20.04% | +29.00% |
| 2012 | +26.85% | +14.17% |
| 2011 | +18.34% | +0.85% |
| 2010 | +33.99% | +13.14% |
| 2009 | +4.06% | +22.67% |
| 2008 | -8.38% | -36.25% |
| 2007 | +16.68% | +5.32% |
| 2006 | -5.66% | +13.85% |
| 2005 | +46.75% | +5.32% |
| 2004 | +6.49% | +10.75% |
| 2003 | +42.63% | +24.18% |
| 2002 | +6.38% | -22.42% |
| 2001 | -2.01% | -10.13% |
| 2000 | +18.91% | -8.84% |
| 1999 | -15.55% | +8.61% |
BF-B vs SPY Drawdown Comparison
The maximum drawdown for BF-B was -68.95%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BF-B drawdown is -62.32%.
| Rank | BF-B | SPY |
|---|---|---|
| #1 | -68.95% Nov 24, 2020 - Mar 20, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -39.98% Jun 5, 2008 - Jun 15, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.33% Nov 8, 1999 - Nov 21, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -35.17% Jan 23, 2020 - Aug 17, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.58% May 2, 2002 - Apr 2, 2003 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -22.98% May 18, 2018 - Aug 26, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -20.76% Mar 17, 2006 - Jun 5, 2008 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.98% Aug 6, 2015 - May 22, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.65% Jul 7, 2011 - Oct 21, 2011 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.67% May 22, 2017 - Oct 31, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.91% Feb 13, 2001 - Feb 22, 2002 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.20% Sep 9, 2020 - Nov 16, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.22% Jun 19, 2014 - Nov 28, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.77% Dec 19, 2000 - Feb 8, 2001 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.77% Sep 7, 2004 - Dec 13, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BF-B and SPY is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
BF-B vs SPY dividend yield comparison.
| Year | BF-B | SPY |
|---|---|---|
| 2026 | 0.83% | 0.24% |
| 2025 | 3.49% | 1.07% |
| 2024 | 2.32% | 1.21% |
| 2023 | 1.46% | 1.40% |
| 2022 | 1.17% | 1.65% |
| 2021 | 2.37% | 1.20% |
| 2020 | 0.88% | 1.52% |
| 2019 | 0.99% | 1.75% |
| 2018 | 3.10% | 2.04% |
| 2017 | 1.09% | 1.80% |
| 2016 | 1.54% | 2.03% |
| 2015 | 1.29% | 2.06% |
| 2014 | 1.35% | 1.87% |
| 2013 | 1.40% | 1.81% |
| 2012 | 7.83% | 2.18% |
| 2011 | 1.63% | 2.05% |
| 2010 | 3.19% | 1.80% |
| 2009 | 2.17% | 1.95% |
| 2008 | 2.14% | 3.02% |
| 2007 | 3.92% | 1.85% |
| 2006 | 1.72% | 1.73% |
| 2005 | 1.46% | 1.73% |
| 2004 | 1.81% | 1.82% |
| 2003 | 1.66% | 1.47% |
| 2002 | 2.18% | 1.70% |
| 2001 | 2.14% | 1.25% |
| 2000 | 2.36% | 1.15% |
| 1999 | 0.54% | 0.24% |
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