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HRB: H&R Block, Inc. (STOCK)
Basic Info 38.09 0.62(1.65%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/03/2000 |
| Last Dividend Date: | 06/03/2026 |
| 12-Mo. Yield | 2.91% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -10.4 | -31.2 | 10.9 | 12.5 | 9.9 | 9.8 | 5.9 | 7.5 | -14.9 | 12.0 | 36.9 | 59.9 | 55.4 | -28.0 | -3.6 | 0.5 | 15.8 | -28.4 | 1.3 | 18.9 | 60.9 | 19.3 | 43.2 | -45.1 | 2.2 | 22.3 | -19.4 | -6.2 | 0.2 | -11.5 | 37.7 | -10.1 | 116.2 | -1.1 |
| Sharpe Ratio | NA | -0.47 | -0.86 | 0.24 | 0.31 | 0.23 | NA | NA | 0.18 | -0.68 | 0.29 | 1.29 | 1.53 | 1.94 | -0.46 | -0.22 | -0.02 | 0.48 | -0.77 | 0.05 | 0.8 | 2.42 | 0.88 | 1.15 | -1.17 | 0.06 | 0.37 | -0.81 | -0.42 | -0.08 | -0.6 | 1.21 | -0.25 | 3.45 | -0.12 |
| Draw Down(%) | NA | 37.1 | 50.5 | 55.5 | 55.5 | 57.7 | NA | NA | 63.0 | 33.4 | 20.7 | 26.8 | 23.6 | 12.5 | 51.5 | 20.3 | 23.2 | 23.6 | 44.0 | 16.1 | 17.8 | 18.0 | 15.6 | 28.5 | 52.6 | 39.6 | 41.7 | 29.1 | 19.6 | 22.5 | 26.3 | 17.6 | 42.2 | 20.2 | 40.7 |
| Standard Deviation(%) | NA | 53.2 | 39.2 | 31.9 | 32.4 | 35.8 | NA | NA | 34.6 | 26.4 | 28.7 | 25.9 | 38.3 | 28.6 | 61.2 | 23.0 | 35.0 | 31.6 | 37.2 | 25.8 | 23.7 | 25.2 | 22.2 | 37.5 | 38.7 | 34.4 | 57.4 | 28.0 | 22.6 | 24.9 | 20.7 | 30.5 | 44.7 | 33.7 | 42.8 |
| Treynor Ratio | NA | 3.13 | 2.42 | 0.28 | 0.2 | 0.11 | NA | NA | 0.07 | -1.21 | 0.13 | 0.48 | 0.86 | 0.87 | -0.25 | -0.1 | -0.01 | 0.28 | -0.41 | 0.01 | 0.18 | 0.47 | 0.27 | 0.41 | -0.53 | 0.04 | 0.2 | -0.23 | -0.15 | -0.02 | -0.17 | 0.37 | -0.17 | 1.73 | -0.07 |
| Alpha | NA | -0.05 | -0.12 | 0.03 | 0.03 | 0.01 | NA | NA | 0.02 | -0.07 | 0.0 | 0.07 | 0.26 | 0.13 | -0.16 | -0.06 | 0.04 | 0.03 | -0.14 | 0.01 | 0.02 | 0.06 | 0.04 | 0.15 | -0.26 | -0.03 | 0.3 | -0.1 | -0.06 | -0.01 | -0.07 | 0.04 | 0.05 | 0.36 | 0.05 |
| Beta | NA | -0.08 | -0.14 | 0.28 | 0.51 | 0.77 | NA | NA | 0.84 | 0.15 | 0.62 | 0.7 | 0.68 | 0.64 | 1.14 | 0.51 | 0.88 | 0.55 | 0.7 | 0.9 | 1.05 | 1.28 | 0.71 | 1.06 | 0.85 | 0.55 | 1.06 | 0.99 | 0.65 | 1.1 | 0.73 | 0.99 | 0.68 | 0.67 | 0.77 |
| RSquared | NA | 0.0 | 0.0 | 0.02 | 0.07 | 0.15 | NA | NA | 0.22 | 0.01 | 0.07 | 0.12 | 0.17 | 0.08 | 0.42 | 0.08 | 0.19 | 0.01 | 0.06 | 0.29 | 0.25 | 0.31 | 0.17 | 0.44 | 0.16 | 0.19 | 0.57 | 0.32 | 0.08 | 0.2 | 0.15 | 0.31 | 0.16 | 0.18 | 0.16 |
| Yield(%) | N/A | 2.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.0 | 2.8 | 3.5 | 4.6 | 6.8 | 4.4 | 4.0 | 3.7 | 4.1 | 2.6 | 2.4 | 2.7 | 4.2 | 4.9 | 5.2 | 2.6 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -47.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.4 | 13.9 | 8.9 | 4.7 | 2.9 | 1.0 | 4.0 | 5.3 | 9.3 | 7.5 | 0.0 | 0.0 | 0.0 | 23.1 | 8.3 | 33.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/1973
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