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H&R Block, Inc.

HRB
Equity · Currency in USD
Sector
Consumer Cyclical
Industry
Personal Services
ISIN
US0936711052
CUSIP
093671105

HRBPrice Chart


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S&P 500

HRBPerformance

The chart shows the growth of $10,000 invested in H&R Block, Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,170 for a total return of roughly 61.70%. All prices are adjusted for splits and dividends.


HRB (H&R Block, Inc.)
Benchmark (S&P 500)

HRBReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-3.80%
YTD50.40%
6M53.89%
1Y59.29%
5Y5.05%
10Y7.94%

HRBMonthly Returns Heatmap


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HRBSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current H&R Block, Inc. Sharpe ratio is 1.54. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


HRB (H&R Block, Inc.)
Benchmark (S&P 500)

HRBDividends

H&R Block, Inc. granted a 4.41% dividend yield in the last twelve months, as of Jun 12, 2021. The annual payout for that period amounted to $1.04 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.04$1.04$1.03$0.99$0.94$0.86$0.80$0.80$0.80$0.80$0.65$0.60

Dividend yield

4.41%6.56%4.39%3.90%3.59%3.74%2.40%2.38%2.75%4.31%3.98%5.04%

HRBDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


HRB (H&R Block, Inc.)
Benchmark (S&P 500)

HRBWorst Drawdowns

The table below shows the maximum drawdowns of the H&R Block, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the H&R Block, Inc. is 62.08%, recorded on Apr 3, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.08%Nov 3, 20151112Apr 3, 2020
-52.53%Jan 15, 2010194Oct 21, 2010563Jan 17, 2013757
-17.96%Aug 2, 201339Sep 26, 2013102Feb 24, 2014141
-17.82%Aug 28, 201432Oct 13, 201433Nov 28, 201465
-16.12%Feb 6, 201599Jun 29, 201526Aug 5, 2015125
-14.31%Feb 26, 201443Apr 28, 201431Jun 11, 201474
-10.66%Aug 11, 201510Aug 24, 201510Sep 8, 201520
-9.25%Apr 1, 201313Apr 17, 201322May 17, 201335
-8.11%Dec 8, 20147Dec 16, 20143Dec 19, 201410
-7.45%Jun 11, 201310Jun 24, 201312Jul 11, 201322

HRBVolatility Chart

Current H&R Block, Inc. volatility is 44.27%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


HRB (H&R Block, Inc.)
Benchmark (S&P 500)

Portfolios with H&R Block, Inc.


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