H&R Block Inc (HRB) Daily/Weekly Backtest Results

Signal: 52 Week Low 26 Week Low 50 day low Simple Mean Reversion Simple Mean Reversion (RoC) Gap Up Rate of Change
Super Oversold Mega Dump MegaDump Lite Double Bottom Williams %R (Weekly) Large Gap Down Super Oversold from 52W/RoC/MD/DB/OR
Collapsed Bubble Collapsed Bubble (RoC) Oversold Rebound Best Buy Signals [ What are these? | Switch to HRB's monthly backtests ]
Fixed profit target: 5% 6% 7.5% 10% 20% -or- Use trailing stop losses.
Show signal scores: On Off Scores: All Low Medium High Very High Market sector score: All Low High [ What are these scores? ]
Expectancy: 7.19%. Win rate: 76.19%. Sharpe Ratio: -3.459. Maximum drawdown: -49.38% on 03 April 2020.
Mean CAGR: 98.82%. Time in market: 3384 days. Hypothetical return: $1000 would be worth $2181.82 on 22 September 2023.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)

*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for H&R Block

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 21 signal(s) occurring before 08 July 2024 for a 7.5% profit target: (76.19% * 8.79%) + (23.81% * 2.08%) - (0% * 0%) = 7.19%.
Wins: 16 Breakevens: 5 Losses: 0

To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

H&R Block Analysis

Market sector: Technology.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

50 day low Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each 50 day low entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key: disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = profit point achieved but CAGR was less than 5%.

Signal Date, Score and Sector Score	Buy Signal	Price	Performance (mouseover for details)
			5%	6%	7.5%	10%	20%
20 January 2026 smart_toyLOW (44) computerLOW	50 Day Low	$ 40.98	schedule	schedule	schedule	schedule	schedule
08 December 2025 smart_toyLOW (58) computerLOW	50 Day Low	$ 41.58	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	schedule	schedule
03 November 2025 smart_toyLOW (53) computerLOW	50 Day Low	$ 49.37	schedule	schedule	schedule	schedule	schedule
25 September 2025 smart_toyLOW (45) computerLOW	50 Day Low	$ 49.44	select_check_box electric_boltelectric_bolt	schedule	schedule	schedule	schedule
12 August 2025 smart_toyLOW (42) computerLOW	50 Day Low	$ 52.88	schedule	schedule	schedule	schedule	schedule
25 June 2025 smart_toyLOW (44) computerLOW	50 Day Low	$ 54.68	schedule	schedule	schedule	schedule	schedule
12 March 2025 smart_toyLOW (74) sirenFIRE SALE	50 Day Low	$ 51.66	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt
24 January 2025 smart_toyLOW (51)	50 Day Low	$ 52.52	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt	schedule
13 December 2024 smart_toyLOW (65)	50 Day Low	$ 55.77	select_check_box	select_check_box	select_check_box electric_bolt	select_check_box electric_bolt	schedule
29 October 2024 smart_toyLOW (68)	50 Day Low	$ 59.80	select_check_box electric_boltelectric_boltelectric_bolt	schedule	schedule	schedule	schedule
26 April 2023 bubble_chart smart_toyLOW (68)	50 Day Low	$ 33.59	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt
13 March 2023 bubble_chart smart_toyLOW (79)	50 Day Low	$ 34.98	select_check_box	select_check_box	select_check_box	select_check_box	select_check_box electric_bolt
27 December 2022 bubble_chart smart_toyMEDIUM (88)	50 Day Low	$ 38.49	select_check_box	select_check_box	select_check_box	select_check_box	select_check_box
07 October 2022 bubble_chart smart_toyHIGH (94)	50 Day Low	$ 38.52	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box
10 May 2022 smart_toyHIGH (91) sirenFIRE SALE	50 Day Low	$ 24.06	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt
11 January 2022 smart_toyLOW (60)	50 Day Low	$ 22.82	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_bolt
18 October 2021 smart_toyLOW (61)	50 Day Low	$ 24.60	select_check_box	select_check_box	select_check_box	select_check_box	select_check_box electric_bolt
10 December 2020 smart_toyLOW (53)	50 Day Low	$ 16.14	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt
09 July 2020 smart_toyLOW (68)	50 Day Low	$ 13.52	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_bolt
06 March 2020 smart_toyLOW (79) sirenFIRE SALE	50 Day Low	$ 18.79	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box	select_check_box	select_check_box	select_check_box
03 February 2020 smart_toyLOW (56)	50 Day Low	$ 22.10	select_check_box	select_check_box	select_check_box	select_check_box	select_check_box
02 October 2019 smart_toyLOW (70)	50 Day Low	$ 22.32	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box	select_check_box
29 August 2019 smart_toyLOW (66)	50 Day Low	$ 23.78	select_check_box	select_check_box	select_check_box	select_check_box	select_check_box
20 December 2018 smart_toyHIGH (93) sirenFIRE SALE	50 Day Low	$ 22.96	select_check_box	select_check_box	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt
13 June 2018 smart_toyLOW (35)	50 Day Low	$ 21.65	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt
05 February 2018 smart_toyLOW (41) sirenFIRE SALE	50 Day Low	$ 22.21	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_boltelectric_boltelectric_bolt	select_check_box electric_bolt
05 October 2017 smart_toyLOW (57)	50 Day Low	$ 22.25	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt
28 August 2017 smart_toyLOW (70)	50 Day Low	$ 26.02	select_check_box	select_check_box	select_check_box	select_check_box	select_check_box
31 January 2017 smart_toyLOW (60)	50 Day Low	$ 18.68	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt
01 September 2016 smart_toyLOW (44)	50 Day Low	$ 18.27	select_check_box electric_boltelectric_bolt	select_check_box electric_boltelectric_bolt	select_check_box electric_bolt	select_check_box electric_bolt	select_check_box electric_bolt
15 April 2016 smart_toyLOW (52)	50 Day Low	$ 20.01	select_check_box	select_check_box	select_check_box	select_check_box	select_check_box

The data for H&R Block Inc (exchange: XNYS symbol: HRB) was last updated 16 Jul 2026 03:30. Data for this stock is available from 01 Feb 2016 - 15 Jul 2026.