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H&R Block, Inc.

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

HRBPrice Chart


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HRBPerformance

The chart shows the growth of $10,000 invested in HRB on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,484 for a total return of roughly 54.84%. All prices are adjusted for splits and dividends.


-100.00%0.00%100.00%200.00%300.00%20122014201620182020
54.84%
259.57%
S&P 500

HRBReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M9.97%
YTD44.01%
6M33.10%
1Y60.05%
5Y3.25%
10Y6.60%

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 2.15. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.005.0020122014201620182020
2.15

HRBDividends

H&R Block, Inc. granted a 4.61% dividend yield in the last twelve months, as of Apr 7, 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
4.61%6.56%4.39%3.90%3.59%3.74%2.40%2.38%2.75%4.31%3.98%5.04%

HRBDrawdowns Chart


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-23.81%

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 {{portfolioName}} 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 20.51%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%20122014201620182020
20.51%

Portfolios with H&R Block, Inc.


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