BF.B monthly performance report
Explore BF.B's monthly returns, drawdown, and seasonality trends — updated every month.
BF.B monthly report
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Key takeaways
- Brown–Forman (BF.B) closed October 2026 at $26.27, up 0.27% for the month and −6.08% over the trailing 12 months.
- Year-to-date, BF.B is +0.81%, underperforming the S&P 500 which has returned +13.62% YTD.
- The stock is trading −2.74% versus its 200-day moving average ($27.01), a cautious technical signal.
- Over the past three years, BF.B has underperformed the S&P 500 by −136.35%, with a relative strength index reading of 25.3.
- Win rate over the trailing 39 months stands at 43.6% — 17 positive months versus 22 negative months.
Brown–Forman ended October 2026 at $26.27, posting a monthly return of +0.27%. The S&P 500 returned +1.60% over the same window, leaving relative performance at −1.33%.
The current quarter stands at +0.27% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −2.74% versus the 200-day moving average ($27.01).
Year-to-date, BF.B is +0.81% against SPY +13.62%, a gap of −12.82%. The stock is currently −17.70% below its 52-week high, with maximum 3-year drawdown at −62.49%.
| Period | BF.B | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.42% | +0.67% | −0.25% |
| 1 Week | +0.92% | +1.20% | −0.28% |
| 1 Month | +0.27% | +1.60% | −1.33% |
| 3 Months | +1.70% | +4.03% | −2.33% |
| 6 Months | −3.38% | +22.61% | −25.99% |
| YTD | +0.81% | +13.62% | −12.82% |
| 12 Months | −6.08% | +15.78% | −21.86% |
| 3 Years | −53.82% | +82.53% | −136.35% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2024 | +9.71% |
| #2 | Sep 2024 | +7.92% |
| #3 | Jul 2026 | +7.80% |
| #4 | Jul 2025 | +7.21% |
| #5 | Nov 2025 | +6.43% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2025 | −19.29% |
| #2 | Mar 2024 | −14.30% |
| #3 | Jan 2025 | −13.09% |
| #4 | Sep 2023 | −12.76% |
| #5 | Oct 2024 | −10.51% |
| Quarter | Return |
|---|---|
| Q3 2025 | +0.63% |
| Q4 2025 | −3.77% |
| Q1 2026 | +1.46% |
| Q2 2026 | +0.79% |
| Q3 2026 | −1.69% |
| Q4 2026 (QTD) | +0.27% |
| Year | Return |
|---|---|
| 2023 | −13.06% |
| 2024 | −33.49% |
| 2025 | −31.38% |
| 2026 | +0.81% |
| Metric | Value |
|---|---|
| 52-Week High | $31.92 (2025-12-04) |
| 52-Week Low | $22.61 (2026-03-18) |
| Current Price | $26.27 |
| 200-Day Moving Average | $27.01 |
| Price vs 200DMA | −2.74% |
| 3-Year Maximum Drawdown | −62.49% (2026-03-20) |
| Current Drawdown from 52W High | −17.70% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 25.3 |
| 3-Year Excess Return vs S&P 500 | −136.35% |
| RS Peak | 102.2 (Nov 2023) |
| RS Trough | 24.5 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BF.B's return for this report period?
BF.B returned +0.27% in the latest monthly window ending 2026-10-05.
Has BF.B outperformed SPY year to date?
YTD BF.B: +0.81% vs SPY: +13.62%.
What is BF.B's 12-month return?
−6.08% over the trailing 12 months.
Is BF.B above or below its 200-day moving average?
Price is −2.74% versus 200DMA ($27.01).
What is the maximum drawdown in the 3-year window?
−62.49% on 2026-03-20.