H&R Block Inc (HRB) Monthly Backtest Results
Backtest Summary
This table summarises how profitable it would have been to have bought this stock at each monthly entry signal. The compound annual growth rate (CAGR) shows the profitability of the trade on an annualised basis.
| Entry Date | Exit Date | Profit or Loss | CAGR |
|---|---|---|---|
| 02 October 2023 | 02 January 2025 | 25.36% | 19.78% |
| 01 April 2022 | 01 March 2023 | 39.45% | 43.98% |
| 01 March 2021 | 01 February 2022 | 16.92% | 18.45% |
| 01 December 2020 | 04 January 2021 | -16.55% | -85.67% |
| 03 June 2019 | 03 September 2019 | -7.52% | -26.68% |
| 01 October 2018 | 02 January 2019 | -1.49% | -5.77% |
| 01 June 2018 | 02 July 2018 | -16.36% | -87.81% |
| 02 January 2018 | 01 March 2018 | -5.17% | -28.39% |
| 01 May 2017 | 01 November 2017 | 1.40% | 2.8% |
| 01 November 2016 | 01 December 2016 | -2.64% | -27.78% |
| 01 August 2016 | 01 September 2016 | -9.23% | -68.03% |
| Total Return | 24.16% | ||
The monthly data for H&R Block Inc (exchange: XNYS symbol: HRB) was last updated 13 Feb 2026 06:45. Data for this stock is available from 01 Feb 2016 - 12 Feb 2026.
