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

Buy indicator:                  
              [ What are these indicators? | Switch to HRB's monthly backtests ]
Fixed profit target:               -or-  

Expectancy: 7.70%.   Win rate: 88.00%.   Sharpe Ratio: -9.084.   Maximum drawdown: -47.53% on 03 April 2020.
Mean CAGR: 121.44%. Time in market: 5745 days.   Hypothetical return: $1000 would be worth $4421.51 on 10 August 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 50 signal(s) occurring before 30 April 2024 for a 7.5% profit target: (88.00% * 8.57%) + (12.00% * 1.31%) - (0% * 0%) = 7.70%.
Wins: 44 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.

 

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%.

Signal Date and Score Buy Signal Price Performance (mouseover for details)
5% 6% 7.5% 10% 20%
07 May 2026   MEDIUM     smart_toy0.539 Mega Dump Lite $ 33.78 schedule schedule schedule schedule schedule
24 March 2026   MEDIUM     smart_toy0.844 Mega Dump Lite $ 31.16 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule schedule
18 February 2026   MEDIUM     smart_toy0.971 Mega Dump Lite $ 31.24 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule schedule
05 January 2026   LOW     smart_toy0.943 Mega Dump Lite $ 43.18 schedule schedule schedule schedule schedule
01 December 2025   MEDIUM     smart_toy0.493 Mega Dump Lite $ 41.98 select_check_box electric_bolt select_check_box electric_bolt schedule schedule schedule
22 September 2025   MEDIUM     smart_toy0.477 Mega Dump Lite $ 50.24 schedule schedule schedule schedule schedule
19 August 2025   MEDIUM     smart_toy0.621 Mega Dump Lite $ 50.92 schedule schedule schedule schedule schedule
23 June 2025   MEDIUM     smart_toy0.706 Mega Dump Lite $ 55.40 schedule schedule schedule schedule schedule
19 May 2025   MEDIUM     smart_toy0.812 Mega Dump Lite $ 57.83 schedule schedule schedule schedule schedule
18 March 2025   MEDIUM   FIRE SALE   smart_toy0.935 Mega Dump Lite $ 52.08 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   MEDIUM     smart_toy0.499 Mega Dump Lite $ 54.22 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
22 November 2024   MEDIUM     smart_toy0.952 Mega Dump Lite $ 57.63 select_check_box select_check_box select_check_box schedule schedule
03 June 2024   LOW     smart_toy0.552 Mega Dump Lite $ 50.02 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   MEDIUM     smart_toy0.774 Mega Dump Lite $ 32.41 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   MEDIUM     smart_toy0.869 Mega Dump Lite $ 29.88 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   MEDIUM     smart_toy0.79 Mega Dump Lite $ 34.42 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt
13 March 2023  bubble_chart   LOW     smart_toy0.638 Mega Dump Lite $ 34.98 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
07 February 2023  bubble_chart   LOW     smart_toy0.734 Mega Dump Lite $ 39.29 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
06 January 2023  bubble_chart   LOW     smart_toy0.757 Mega Dump Lite $ 36.38 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   LOW     smart_toy0.772 Mega Dump Lite $ 41.00 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   MEDIUM     smart_toy0.995 Mega Dump Lite $ 38.79 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   MEDIUM     smart_toy0.927 Mega Dump Lite $ 44.93 select_check_box select_check_box select_check_box select_check_box select_check_box
11 May 2022   MEDIUM   FIRE SALE   smart_toy0.924 Mega Dump Lite $ 26.70 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   MEDIUM     smart_toy0.882 Mega Dump Lite $ 25.64 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   MEDIUM     smart_toy0.758 Mega Dump Lite $ 24.62 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   LOW     smart_toy0.842 Mega Dump Lite $ 23.07 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   LOW     smart_toy0.79 Mega Dump Lite $ 23.90 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   LOW     smart_toy0.828 Mega Dump Lite $ 23.60 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   LOW     smart_toy0.609 Mega Dump Lite $ 24.46 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   LOW     smart_toy0.721 Mega Dump Lite $ 23.96 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   LOW     smart_toy0.518 Mega Dump Lite $ 16.68 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   LOW     smart_toy0.783 Mega Dump Lite $ 16.04 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   LOW     smart_toy0.882 Mega Dump Lite $ 14.66 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   LOW     smart_toy0.701 Mega Dump Lite $ 14.35 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   LOW     smart_toy0.555 Mega Dump Lite $ 18.22 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
15 May 2020   LOW     smart_toy0.97 Mega Dump Lite $ 15.14 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   LOW     smart_toy0.985 Mega Dump Lite $ 14.42 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   HIGH   FIRE SALE   smart_toy0.974 Mega Dump Lite $ 19.91 select_check_box select_check_box select_check_box select_check_box select_check_box
06 February 2020   LOW     smart_toy0.705 Mega Dump Lite $ 22.59 select_check_box select_check_box select_check_box select_check_box select_check_box
08 October 2019   LOW     smart_toy0.487 Mega Dump Lite $ 22.25 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   LOW     smart_toy0.583 Mega Dump Lite $ 22.95 select_check_box select_check_box select_check_box select_check_box select_check_box
04 March 2019   LOW     smart_toy0.564 Mega Dump Lite $ 22.30 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   LOW     smart_toy0.775 Mega Dump Lite $ 23.82 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   MEDIUM   FIRE SALE   smart_toy0.954 Mega Dump Lite $ 23.04 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box
24 July 2018   MEDIUM     smart_toy0.597 Mega Dump Lite $ 22.58 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   MEDIUM     smart_toy0.658 Mega Dump Lite $ 21.63 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   MEDIUM     smart_toy0.532 Mega Dump Lite $ 23.60 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   LOW     smart_toy0.583 Mega Dump Lite $ 24.75 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box
08 February 2018   LOW     smart_toy0.92 Mega Dump Lite $ 22.69 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   LOW     smart_toy0.663 Mega Dump Lite $ 22.92 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   LOW     smart_toy0.725 Mega Dump Lite $ 22.34 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   LOW     smart_toy0.648 Mega Dump Lite $ 23.17 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box
11 April 2017   LOW     smart_toy0.632 Mega Dump Lite $ 20.49 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   LOW     smart_toy0.461 Mega Dump Lite $ 20.47 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   LOW     smart_toy0.636 Mega Dump Lite $ 18.52 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   LOW     smart_toy0.561 Mega Dump Lite $ 20.06 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt
14 November 2016   LOW     smart_toy0.843 Mega Dump Lite $ 19.83 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
11 October 2016   LOW     smart_toy0.849 Mega Dump Lite $ 19.45 select_check_box electric_bolt select_check_box select_check_box select_check_box select_check_box electric_bolt
07 September 2016   LOW     smart_toy0.717 Mega Dump Lite $ 18.28 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   LOW     smart_toy0.927 Mega Dump Lite $ 19.18 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   LOW     smart_toy0.853 Mega Dump Lite $ 16.62 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   LOW     smart_toy0.509 Mega Dump Lite $ 20.16 select_check_box select_check_box select_check_box select_check_box select_check_box
11 March 2016   LOW     smart_toy0.564 Mega Dump Lite $ 23.52 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 08 May 2026 01:35. Data for this stock is available from 01 Feb 2016 - 07 May 2026.