Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BF-B (Brown-Forman Corporaton) | -10.62% | -33.32% | -26.56% | -18.83% | 13.92% | 13.45% | 11.28% | … | … |
Data as of 03/16/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BF-B (Brown-Forman Corporaton) | 03/17/1980 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.23 | -33.32 | -26.56 | -18.83 | 13.92 | 13.45 | 11.28 | … | … | -10.62 | -29.29 | -32.23 | -11.89 | -8.85 | -6.07 | 18.67 | 43.78 | 12.05 | 55.29 | 271.69 | 16.88 | 20.10 | 24.11 | -17.41 | 23.86 | 42.56 | 14.44 | -23.70 | 24.99 | 2.69 | 54.31 | 13.56 | 72.11 | 27.02 | 15.13 | 45.91 | -24.36 | 36.99 | 20.77 | 25.34 | 19.67 | 4.87 | 5.76 | 0.30 | 18.13 | -20.99 | 52.93 | 63.48 | -12.78 | 30.38 | 50.00 | -4.62 | -9.41 | -0.69 | 31.07 | 47.49 |
| Sharpe Ratio | NA | -0.88 | -0.94 | -0.75 | 0.29 | NA | NA | … | … | -1.10 | -0.83 | -1.36 | -0.65 | -0.40 | -0.30 | 0.46 | 2.09 | 0.33 | 2.79 | 2.70 | 0.94 | 1.18 | 1.45 | -0.40 | 0.92 | 2.05 | 0.48 | -0.61 | 0.99 | -0.04 | 2.96 | 0.80 | 3.51 | 1.01 | 0.56 | 1.36 | -0.98 | 1.25 | 0.70 | 0.79 | 0.65 | 0.08 | 0.18 | -0.14 | 0.76 | -1.03 | 2.45 | 1.98 | -0.40 | 1.13 | 1.84 | -0.44 | -0.50 | -0.23 | 0.88 | 2.25 |
| Standard Deviation(%) | NA | 38.93 | 31.80 | 28.50 | 42.07 | NA | NA | … | … | 40.89 | 38.99 | 26.27 | 24.16 | 25.68 | 20.00 | 39.80 | 20.23 | 32.96 | 19.65 | 100.44 | 17.95 | 17.08 | 16.60 | 44.27 | 25.81 | 20.72 | 29.91 | 40.25 | 22.24 | 17.75 | 17.61 | 15.66 | 20.33 | 25.67 | 23.18 | 30.63 | 28.23 | 26.78 | 24.23 | 27.27 | 24.08 | 22.10 | 20.23 | 15.95 | 18.66 | 25.52 | 19.19 | 29.50 | 42.51 | 22.98 | 24.21 | 26.49 | 31.22 | 36.59 | 23.23 | 24.46 |
| Draw Down(%) | NA | 33.94 | 65.24 | 68.45 | 68.58 | NA | NA | … | … | 24.09 | 31.88 | 36.77 | 24.92 | 18.19 | 17.21 | 35.17 | 7.81 | 22.29 | 16.59 | 12.33 | 13.41 | 12.80 | 8.77 | 36.58 | 18.65 | 10.25 | 28.31 | 46.27 | 10.86 | 15.62 | 8.36 | 12.77 | 9.54 | 25.17 | 12.03 | 25.97 | 27.43 | 10.47 | 13.36 | 15.38 | 8.15 | 13.52 | 17.46 | 17.99 | 17.44 | 37.19 | 11.49 | 17.04 | 50.57 | 20.78 | 11.59 | 27.97 | 27.21 | 28.29 | 19.08 | 12.18 |
| Yield(%) | 0.93 | 2.56 | 1.42 | 1.43 | 2.60 | 6.10 | 6.52 | … | … | 0.88 | 2.45 | 1.55 | 1.30 | 1.09 | 2.22 | 1.05 | 1.46 | 3.33 | 1.86 | 2.66 | 3.64 | 3.97 | 4.13 | 5.53 | 7.09 | 10.36 | 8.26 | 8.54 | 11.31 | 7.51 | 9.90 | 8.89 | 21.75 | 21.31 | 19.25 | 20.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/16/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BF-B (Brown-Forman Corporaton) |
-26.07%
Jun 2022 – Jun 2025 |
-18.41%
Dec 2020 – Dec 2025 |
6.60%
Feb 1990 – Feb 2000 |
11.99%
Oct 1982 – Oct 1997 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BF-B (Brown-Forman Corporaton) |
103.95%
Apr 2015 – Apr 2018 |
64.48%
May 2013 – May 2018 |
39.07%
Mar 2009 – Mar 2019 |
30.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart