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: 7.71%.   Win rate: 88.24%.   Sharpe Ratio: -9.224.   Maximum drawdown: -47.53% on 03 April 2020.
Mean CAGR: 123.15%. Time in market: 5770 days.   Hypothetical return: $1000 would be worth $4776.56 on 28 June 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 51 signal(s) occurring before 05 August 2024 for a 7.5% profit target: (88.24% * 8.56%) + (11.76% * 1.31%) - (0% * 0%) = 7.71%.
Wins: 45 Breakevens: 6 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

MegaDump Lite Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each MegaDump Lite 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%
28 July 2026 Mega Dump Lite $ 43.77 47 87 100 87 55 67 schedule schedule schedule schedule schedule
24 June 2026 Mega Dump Lite $ 36.24 67 63 100 86 59 73 schedule schedule schedule schedule schedule
07 May 2026 Mega Dump Lite $ 33.78 47 89 100 84 59 67 schedule schedule schedule schedule schedule
24 March 2026 Mega Dump Lite $ 31.16 76 95 100 83 60 89 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
18 February 2026 Mega Dump Lite $ 31.24 55 75 100 84 66 70 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
05 January 2026 Mega Dump Lite $ 43.18 72 52 100 83 73 71 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
01 December 2025 Mega Dump Lite $ 41.98 73 84 100 82 70 83 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box electric_bolt
22 September 2025 Mega Dump Lite $ 50.24 61 82 100 71 65 74 select_check_box select_check_box select_check_box schedule schedule
19 August 2025 Mega Dump Lite $ 50.92 60 78 100 71 64 72 select_check_box select_check_box schedule schedule schedule
23 June 2025 Mega Dump Lite $ 55.40 33 88 100 74 67 55 schedule schedule schedule schedule schedule
19 May 2025 Mega Dump Lite $ 57.83 33 74 100 73 68 51 schedule schedule schedule schedule schedule
18 March 2025 Mega Dump Lite $ 52.08 79 90 100 74 73 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_bolt select_check_box electric_boltelectric_boltelectric_bolt
24 December 2024 Mega Dump Lite $ 54.22 61 98 100 80 76 78 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
22 November 2024 Mega Dump Lite $ 57.63 64 93 100 82 77 79 select_check_box select_check_box select_check_box schedule schedule
03 June 2024 Mega Dump Lite $ 50.02 39 79 100 86 83 58 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
20 June 2023  bubble_chart Mega Dump Lite $ 32.41 58 88 100 79 88 73 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
16 May 2023  bubble_chart Mega Dump Lite $ 29.88 87 90 100 82 88 93 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
13 April 2023  bubble_chart Mega Dump Lite $ 34.42 71 92 100 81 88 84 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt
13 March 2023  bubble_chart Mega Dump Lite $ 34.98 74 93 100 81 79 86 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
07 February 2023  bubble_chart Mega Dump Lite $ 39.29 68 87 100 76 59 80 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
06 January 2023  bubble_chart Mega Dump Lite $ 36.38 82 90 100 75 58 90 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box select_check_box
15 November 2022  bubble_chart Mega Dump Lite $ 41.00 78 96 100 76 62 90 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box select_check_box select_check_box
12 October 2022  bubble_chart Mega Dump Lite $ 38.79 93 96 100 74 60 99 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
08 September 2022  bubble_chart Mega Dump Lite $ 44.93 88 95 100 74 60 95 select_check_box select_check_box select_check_box select_check_box select_check_box
11 May 2022 Mega Dump Lite $ 26.70 81 91 100 81 66 90 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
15 March 2022 Mega Dump Lite $ 25.64 62 93 100 71 63 78 select_check_box electric_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
11 February 2022 Mega Dump Lite $ 24.62 61 88 100 71 70 75 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_boltelectric_bolt
10 January 2022 Mega Dump Lite $ 23.07 64 85 100 66 70 76 select_check_box electric_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
07 December 2021 Mega Dump Lite $ 23.90 64 94 100 68 70 79 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
03 November 2021 Mega Dump Lite $ 23.60 57 83 100 76 71 72 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt
23 July 2021 Mega Dump Lite $ 24.46 48 91 100 63 82 66 select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box electric_bolt
21 June 2021 Mega Dump Lite $ 23.96 31 86 100 70 84 51 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box electric_bolt
20 January 2021 Mega Dump Lite $ 16.68 51 70 100 74 87 64 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
16 December 2020 Mega Dump Lite $ 16.04 58 91 100 71 89 73 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
24 September 2020 Mega Dump Lite $ 14.66 74 91 100 74 81 85 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 July 2020 Mega Dump Lite $ 14.35 67 93 100 76 78 81 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt
16 June 2020 Mega Dump Lite $ 18.22 68 90 100 75 79 81 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
15 May 2020 Mega Dump Lite $ 15.14 84 93 100 73 82 91 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
13 April 2020 Mega Dump Lite $ 14.42 87 91 100 73 78 93 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt
10 March 2020 Mega Dump Lite $ 19.91 96 98 100 76 76 100 select_check_box select_check_box select_check_box select_check_box select_check_box
06 February 2020 Mega Dump Lite $ 22.59 47 62 100 73 70 59 select_check_box select_check_box select_check_box select_check_box select_check_box
08 October 2019 Mega Dump Lite $ 22.25 79 94 100 72 72 88 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box select_check_box
05 September 2019 Mega Dump Lite $ 22.95 71 92 100 75 67 84 select_check_box select_check_box select_check_box select_check_box select_check_box
04 March 2019 Mega Dump Lite $ 22.30 62 75 100 66 70 72 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
29 January 2019 Mega Dump Lite $ 23.82 67 84 100 63 70 78 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt disabled_by_default
27 December 2018 Mega Dump Lite $ 23.04 98 97 100 63 75 99 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box
24 July 2018 Mega Dump Lite $ 22.58 43 86 100 47 49 60 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box
20 June 2018 Mega Dump Lite $ 21.63 47 77 100 37 47 60 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 April 2018 Mega Dump Lite $ 23.60 55 88 100 8 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 select_check_box
13 March 2018 Mega Dump Lite $ 24.75 39 90 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box
08 February 2018 Mega Dump Lite $ 22.69 67 85 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 select_check_box
17 November 2017 Mega Dump Lite $ 22.92 59 84 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box
16 October 2017 Mega Dump Lite $ 22.34 55 42 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
12 September 2017 Mega Dump Lite $ 23.17 65 67 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box
11 April 2017 Mega Dump Lite $ 20.49 57 71 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
10 March 2017 Mega Dump Lite $ 20.47 70 68 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
06 February 2017 Mega Dump Lite $ 18.52 67 86 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
16 December 2016 Mega Dump Lite $ 20.06 75 97 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt
14 November 2016 Mega Dump Lite $ 19.83 86 97 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
11 October 2016 Mega Dump Lite $ 19.45 69 92 select_check_box electric_bolt select_check_box select_check_box select_check_box select_check_box electric_bolt
07 September 2016 Mega Dump Lite $ 18.28 58 39 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt
29 June 2016 Mega Dump Lite $ 19.18 72 96 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box select_check_box
16 May 2016 Mega Dump Lite $ 16.62 75 89 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 select_check_box electric_boltelectric_boltelectric_bolt
12 April 2016 Mega Dump Lite $ 20.16 71 82 select_check_box select_check_box select_check_box select_check_box select_check_box
11 March 2016 Mega Dump Lite $ 23.52 73 85 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 13 Aug 2026 07:30. Data for this stock is available from 01 Feb 2016 - 12 Aug 2026.