Overview Performance Dividends Peer Group Options

(HRB) H&R Block - Performance 8.3% in 12m

HRB performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 70.28%
#3 in Peer-Group
Rel. Strength 53.07%
#3603 in Stock-Universe
Total Return 12m 8.25%
#12 in Peer-Group
Total Return 5y 376.72%
#1 in Peer-Group
P/E Value
P/E Trailing 14.1
P/E Forward 10.9
High / Low USD
52 Week High 64.91 USD
52 Week Low 49.64 USD
Sentiment Value
VRO Trend Strength +-100 60.34
Buy/Sell Signal +-5 1.16
Support / Resistance Levels
Support 55.4, 53.8, 52.1
Resistance 63.3, 62.1, 59.3
12m Total Return: HRB (8.3%) vs SPY (13.5%)
Total Return of H&R Block versus its related sector ETF SPY
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (HRB) H&R Block - Performance 8.3% in 12m

Top Performer in Specialized Consumer Services

Short Term Performance

Symbol 1w 1m 3m
HRB 2% 2.15% -4.38%
FTDR -1.26% 3.22% 45.3%
YSXT -2.98% -4.75% 54.1%
OSW 0.42% 8.87% 24.8%

Long Term Performance

Symbol 6m 12m 5y
HRB 4.23% 8.25% 377%
DAO 34.7% 139% -77.6%
FTDR 4.18% 66.2% 30.1%
CSV 19.1% 71.1% 178%

Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating

Symbol 1m 12m 5y P/E P/E Forward PEG EPS Stability EPS CAGR
SCI NYSE
Service International		 2.09% 14.7% 135% 22.3 21.5 1.79 -27.3% 1.59%
HRB NYSE
H&R Block		 2.15% 8.25% 377% 14.1 10.9 0.87 62.9% 74.1%
CSV NYSE
Carriage		 4.04% 71.1% 178% 15.7 15 1 -1.40% 57.3%

Performance Comparison: HRB vs SPY vs S&P 500

SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for HRB
Total Return (including Dividends) HRB SPY S&P 500
1 Month 2.15% 4.01% 4.01%
3 Months -4.38% 17.14% 17.14%
12 Months 8.25% 13.46% 13.46%
5 Years 376.72% 112.73% 112.73%

Trend Score (consistency of price movement) HRB SPY S&P 500
1 Month 35.6% 90.3% 90.3%
3 Months -80.7% 97.5% 97.5%
12 Months -24.4% 46.4% 46.4%
5 Years 95.6% 84% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. SPY vs. S&P 500
1 Month %th66.67 -1.79% -1.79%
3 Month %th33.33 -18.38% -18.38%
12 Month %th47.62 -4.59% -4.59%
5 Years %th95.24 124.09% 124.09%

FAQs

Does H&R Block (HRB) outperform the market?

No, over the last 12 months HRB made 8.25%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.46%. Over the last 3 months HRB made -4.38%, while SPY made 17.14%.

Performance Comparison HRB vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

HRB vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1.5% -1.9% -3.7% -5%
US NASDAQ 100 QQQ 1.6% -2.1% -5.7% -5%
German DAX 40 DAX 1.2% 0.9% -15.8% -22%
Shanghai Shenzhen CSI 300 CSI 300 0.3% -2.4% -8.1% -10%
Hongkong Hang Seng HSI 0.6% -0.7% -25.7% -27%
India NIFTY 50 INDA 2.9% 3% -4.1% 11%
Brasil Bovespa EWZ 5.7% 2.8% -18.7% 7%

HRB vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 2.9% 0.4% -7% -16%
Consumer Discretionary XLY 0.6% -1.2% 4% -10%
Consumer Staples XLP 3.6% 2.3% -2.7% 1%
Energy XLE -1.4% -2% 3.9% 6%
Financial XLF 3% -0.5% -6% -17%
Health Care XLV 1.4% 2.1% 7.8% 15%
Industrial XLI 1.1% -2.3% -9.5% -15%
Materials XLB 0.9% -2.3% -4.3% 4%
Real Estate XLRE 1.8% 2.3% -2.2% 0%
Technology XLK 1.6% -4.5% -8.8% -3%
Utilities XLU 1.5% -0.5% -7.7% -12%
Aerospace & Defense XAR 0.9% -4.7% -23.7% -41%
Biotech XBI -2.1% -1% 6.6% 19%
Homebuilder XHB -1.5% -6.6% 2.9% 9%
Retail XRT 1.6% -1.1% 1.2% 2%

HRB vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 0.9% -1.15% 10.2% 13%
Natural Gas UNG 3.3% 8.6% 22.3% 10%
Gold GLD 1.4% 1.9% -21.6% -30%
Silver SLV -2.8% -4.2% -25.7% -14%
Copper CPER -8.8% -12.8% -23.2% -15%

HRB vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.4% 2.2% 1.6% 13%
iShares High Yield Corp. Bond HYG 2.1% 1% -0.7% -1%