Performance analysis of H&R Block (HRB)
Annual Return
Over the past 3 years, HRB has had an average annual return of +11.34%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, HRB has had an average annual return of +12.81%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, HRB has had an average annual return of +10.16%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, HRB has had an average annual return of +8.43%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -10.27% | -14.87% | +12% | +36.84% | +59.97% | +55.48% | -27.82% | -3.56% | +0.52% | +18.14% | -28.43% | +1.29% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +18.89% | +60.89% | +19.34% | +43.25% | -45.11% | +3.05% | +25.77% | -17.23% | -3.95% | +2.09% | -9.99% | +40.13% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -8.69% | +120.08% | -2.39% | +5.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -9.48% | -22.38% | +5.07% | -0.03% | +21.30% | +0.23% | -10.27% | ||||||
| 2025 | +4.67% | -1.45% | +1.45% | +9.94% | -5.66% | -3.00% | -1.00% | -7.34% | +1.26% | -1.64% | -15.32% | +4.50% | -14.87% |
| 2024 | -3.16% | +4.50% | +0.96% | -3.83% | +5.10% | +9.93% | +6.84% | +9.27% | +0.97% | -6.01% | -0.75% | -10.28% | +12% |
| 2023 | +6.77% | -5.59% | -3.44% | -3.80% | -11.97% | +7.76% | +5.46% | +18.95% | +8.59% | -4.67% | +10.65% | +7.23% | +36.84% |
| 2022 | -2.97% | +8.53% | +6.13% | +0.11% | +35.17% | +0.97% | +13.14% | +12.61% | -4.86% | -3.27% | +6.22% | -15.90% | +59.97% |
| 2021 | +8.64% | +11.61% | +14.78% | +2.11% | +11.50% | -4.34% | +4.56% | +4.48% | -1.49% | -7.72% | +2.65% | +0.65% | +55.48% |
| 2020 | -1.19% | -10.91% | -30.76% | +18.25% | +2.10% | -14.45% | +1.54% | +0% | +14.33% | +5.95% | +8.92% | -14.43% | -27.82% |
| 2019 | -7.02% | +2.37% | +0.15% | +13.66% | -3.53% | +12.66% | -5.50% | -12.53% | -1.42% | +5.80% | -2.44% | -2.62% | -3.56% |
| 2018 | +1.22% | -4.56% | +1.18% | +8.82% | -0.72% | -16.13% | +10.45% | +7.55% | -3.91% | +3.07% | +2.71% | -6.07% | +0.52% |
| 2017 | -6.65% | -4.19% | +14.13% | +6.62% | +7.06% | +17.37% | -1.33% | -12.33% | -0.08% | -6.57% | +5.82% | +1.08% | +18.14% |
Drawdown analysis of H&R Block (HRB)
The maximum drawdown for the HRB was -62.06%, occurring on Apr 3, 2020. Recovery took 518 trading sessions.
The current HRB drawdown is -38.64%.
Since Nov 1, 1999 HRB has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 5 times
- 30% or more: 6 times
- 20% or more: 9 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.06% | Nov 2, 2015 | 1112 | Apr 3, 2020 | 518 | Apr 25, 2022 | 1630 |
| -58.52% | Jul 15, 2005 | 1327 | Oct 21, 2010 | 574 | Feb 4, 2013 | 1901 |
| -55.53% | Aug 20, 2024 | 371 | Feb 12, 2026 | Ongoing | Ongoing | Ongoing |
| -41.96% | Aug 20, 2002 | 60 | Nov 13, 2002 | 261 | Nov 26, 2003 | 321 |
| -40.99% | Nov 17, 1999 | 132 | May 26, 2000 | 190 | Feb 28, 2001 | 322 |
| -39.12% | Aug 18, 2022 | 191 | May 23, 2023 | 127 | Nov 22, 2023 | 318 |
| -25.98% | Feb 11, 2004 | 60 | May 7, 2004 | 279 | Jun 16, 2005 | 339 |
| -22.48% | Feb 25, 2002 | 44 | Apr 29, 2002 | 77 | Aug 16, 2002 | 121 |
| -20.24% | Oct 3, 2001 | 14 | Oct 23, 2001 | 31 | Dec 6, 2001 | 45 |
| -17.96% | Aug 1, 2013 | 39 | Sep 26, 2013 | 102 | Feb 24, 2014 | 141 |
| -17.82% | Aug 27, 2014 | 32 | Oct 13, 2014 | 33 | Nov 28, 2014 | 65 |
| -16.27% | Apr 25, 2022 | 11 | May 10, 2022 | 1 | May 11, 2022 | 12 |
| -16.13% | Feb 5, 2015 | 99 | Jun 29, 2015 | 26 | Aug 5, 2015 | 125 |
| -14.31% | Feb 25, 2014 | 43 | Apr 28, 2014 | 31 | Jun 11, 2014 | 74 |
| -11.76% | Sep 6, 2001 | 7 | Sep 21, 2001 | 6 | Oct 1, 2001 | 13 |
| -10.66% | Aug 10, 2015 | 10 | Aug 24, 2015 | 10 | Sep 8, 2015 | 20 |
| -9.25% | Mar 28, 2013 | 13 | Apr 17, 2013 | 22 | May 17, 2013 | 35 |
| -9.12% | May 21, 2024 | 4 | May 28, 2024 | 20 | Jun 26, 2024 | 24 |
| -9.09% | Mar 8, 2001 | 10 | Mar 22, 2001 | 18 | Apr 18, 2001 | 28 |
| -9.02% | Jun 7, 2022 | 8 | Jun 17, 2022 | 9 | Jul 1, 2022 | 17 |
| -8.38% | Mar 4, 2024 | 28 | Apr 12, 2024 | 20 | May 10, 2024 | 48 |
| -8.11% | Dec 5, 2014 | 7 | Dec 16, 2014 | 3 | Dec 19, 2014 | 10 |
| -7.46% | Jun 10, 2013 | 10 | Jun 24, 2013 | 12 | Jul 11, 2013 | 22 |
| -7.26% | Jan 2, 2024 | 8 | Jan 12, 2024 | 28 | Feb 23, 2024 | 36 |
| -7.15% | Dec 28, 2001 | 10 | Jan 14, 2002 | 5 | Jan 22, 2002 | 15 |