H&R Block Inc (HRB) Monthly Backtest Results

The data points on this monthly chart show the results of using the 10 Month SMA Double Cross strategy on this stock. Read about this strategy here. This is a long term investment strategy designed to catch major bull runs in stocks and indices then exit before the worst of a serious drawdown. It tends to work better with securites that are prone to forming valuation bubbles. To view shorter term swing trading entry signals for this stock then go here.

Key: change_history : trade entry change_history : profitable trade exit change_history : breakeven trade exit (5% loss to 5% profit) change_history : losing trade (greater than 5% loss) show_chart : 10 month simple moving average (SMA)
Hover your mouse over the labels to view more details of each trade.
*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

 

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.