Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRB (H&R Block, Inc.) | 7.22% | 4.09% | 18.57% | 36.84% | 10.40% | 13.01% | 6.31% | 9.45% |
Data as of 07/02/2025, AR inception is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRB (H&R Block, Inc.) | 01/03/2000 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.51 | 4.09 | 18.57 | 36.84 | 10.40 | 13.01 | 6.31 | 9.45 | 7.22 | 12.03 | 36.87 | 59.94 | 55.43 | -27.97 | -3.56 | 0.52 | 15.79 | -28.43 | 1.29 | 18.89 | 60.89 | 19.34 | 43.24 | -45.11 | 2.18 | 22.35 | -19.40 | -6.15 | 0.20 | -11.49 | 37.71 | -10.07 | 116.15 | -1.05 |
| Sharpe Ratio | NA | 0.06 | 0.52 | 1.11 | 0.24 | NA | NA | 0.23 | 0.26 | 0.29 | 1.29 | 1.53 | 1.94 | -0.46 | -0.22 | -0.02 | 0.48 | -0.77 | 0.05 | 0.80 | 2.42 | 0.88 | 1.15 | -1.17 | 0.06 | 0.37 | -0.81 | -0.42 | -0.08 | -0.60 | 1.21 | -0.25 | 3.45 | -0.12 |
| Standard Deviation(%) | NA | 29.02 | 28.93 | 31.75 | 35.34 | NA | NA | 34.34 | 28.11 | 28.68 | 25.91 | 38.34 | 28.61 | 61.18 | 23.02 | 35.04 | 31.62 | 37.21 | 25.83 | 23.68 | 25.16 | 22.21 | 37.55 | 38.68 | 34.42 | 57.45 | 28.03 | 22.62 | 24.91 | 20.74 | 30.49 | 44.74 | 33.71 | 42.84 |
| Draw Down(%) | NA | 23.52 | 39.11 | 39.11 | 62.86 | NA | NA | 63.00 | 13.28 | 20.75 | 26.78 | 23.61 | 12.46 | 51.46 | 20.28 | 23.18 | 23.59 | 43.97 | 16.14 | 17.82 | 17.96 | 15.63 | 28.48 | 52.56 | 39.60 | 41.66 | 29.15 | 19.62 | 22.48 | 26.25 | 17.61 | 42.15 | 20.24 | 40.75 |
| Yield(%) | 0.00 | 2.72 | 3.60 | 8.71 | 3.65 | 6.37 | 2.61 | 5.86 | 1.41 | 2.84 | 3.48 | 4.58 | 6.83 | 4.43 | 4.03 | 3.70 | 4.10 | 2.61 | 2.42 | 2.72 | 4.20 | 4.93 | 5.20 | 2.65 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 01/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRB (H&R Block, Inc.) |
-19.26%
Jun 2017 - Jun 2020 |
-13.02%
Aug 2005 - Aug 2010 |
-3.20%
Feb 2002 - Feb 2012 |
-2.07%
Jun 2005 - Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRB (H&R Block, Inc.) |
50.40%
Dec 2020 - Dec 2023 |
36.39%
Mar 2020 - Mar 2025 |
14.55%
Aug 2012 - Aug 2022 |
13.07%
Aug 2009 - Aug 2024 |
Annualized Rolling Returns Comparison Chart