Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRB (H&R Block, Inc.) | -11.90% | -32.89% | 10.32% | 12.10% | 9.74% | 9.80% | 5.80% | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRB (H&R Block, Inc.) | 01/03/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -1.09 | -32.89 | 10.32 | 12.10 | 9.74 | 9.80 | 5.80 | … | … | -11.90 | -14.88 | 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 | -0.83 | 0.28 | 0.32 | 0.24 | NA | NA | … | … | -0.49 | -0.68 | 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 | 39.12 | 31.87 | 32.36 | 35.81 | NA | NA | … | … | 54.06 | 26.40 | 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 | 50.70 | 55.54 | 55.54 | 57.72 | NA | NA | … | … | 37.13 | 33.36 | 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(%) | 1.10 | 3.53 | 5.10 | 5.51 | 5.51 | 6.62 | 3.76 | … | … | 1.97 | 2.99 | 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 06/04/2026, Common starting date 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 |
14.05%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison Chart