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

Signal:                
                   
              [ What are these? | Switch to HRB's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Scores:           Market sector score:       [ What are these scores? ]
Expectancy: 7.73%.   Win rate: 86.67%.   Sharpe Ratio: -0.077.   Maximum drawdown: -37.24% on 23 May 2023.
Mean CAGR: 148.51%. Time in market: 1454 days.   Hypothetical return: $1000 would be worth $2510.78 on 29 July 2024.
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 15 signal(s) occurring before 05 August 2024 for a 7.5% profit target: (86.67% * 8.82%) + (13.33% * 0.61%) - (0% * 0%) = 7.73%.
Wins: 13 Breakevens: 2 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.

Most Recent Buy Signals
Date Signal Type Scores Performance
Signal Sector WR Speed Risk Overall 5% 6% 7.5%
28 July 2026 Mega Dump Lite 47 87 100 87 55 67 schedule schedule schedule
21 July 2026 Gap Down 43 80 100 87 58 62 schedule schedule schedule
29 June 2026 Double Bottom 86 73 100 86 59 88 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
24 June 2026 Mega Dump Lite 67 63 100 86 59 73 schedule schedule schedule
23 June 2026 Collapsed Bubble 69 87 100 86 59 82 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
10 June 2026 Collapsed Bubble 58 70 100 86 59 70 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
21 May 2026 Gap Down 37 92 100 86 59 59 schedule schedule schedule
20 May 2026 Collapsed Bubble 44 96 100 86 59 66 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
08 May 2026 Gap Up 29 92 100 84 59 52 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt
07 May 2026 Oversold Rebound 59 89 100 84 59 76 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt

Gap Up Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each Gap Up 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%.

Date Buy Signal Price Scores Performance (mouseover for details)
Signal Sector WR Speed Risk Overall 5% 6% 7.5% 10% 20%
08 May 2026 Gap Up $ 36.44 29 92 100 84 59 52 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
07 November 2024 Gap Up $ 62.93 67 92 100 77 77 81 schedule schedule schedule schedule schedule
19 August 2024 Gap Up $ 64.71 73 83 100 75 80 82 schedule schedule schedule schedule schedule
13 May 2024 Gap Up $ 52.96 50 70 100 77 81 63 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
11 August 2022  bubble_chart Gap Up $ 45.10 76 91 100 73 61 87 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box select_check_box select_check_box
12 May 2022 Gap Up $ 29.36 88 95 100 81 66 96 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
10 November 2020 Gap Up $ 18.24 92 90 100 73 84 95 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
16 July 2020 Gap Up $ 15.05 92 92 100 76 78 96 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
27 May 2020 Gap Up $ 17.72 67 90 100 73 82 80 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
19 May 2020 Gap Up $ 16.30 80 91 100 73 82 88 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
20 April 2020 Gap Up $ 13.66 94 93 100 72 81 97 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
07 April 2020 Gap Up $ 13.60 98 93 100 74 78 100 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
25 March 2020 Gap Up $ 13.17 98 91 100 74 84 99 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
16 March 2020 Gap Up $ 15.49 98 96 100 74 76 100 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
08 March 2018 Gap Up $ 25.21 58 96 select_check_box select_check_box select_check_box select_check_box select_check_box
24 January 2018 Gap Up $ 24.46 55 76 select_check_box electric_bolt select_check_box select_check_box select_check_box select_check_box
15 June 2017 Gap Up $ 25.67 56 44 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box select_check_box
09 March 2017 Gap Up $ 20.45 78 73 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt

 

The data for H&R Block Inc (exchange: XNYS symbol: HRB) was last updated 13 Aug 2026 07:30. Data for this stock is available from 01 Feb 2016 - 12 Aug 2026.