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 23 June 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.

 

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, Score and Sector Score Buy Signal Price Performance (mouseover for details)
5% 6% 7.5% 10% 20%
24 June 2026   smart_toyLOW (67)    computerLOW   Mega Dump Lite $ 36.24 schedule schedule schedule schedule schedule
07 May 2026   smart_toyLOW (47)    computerLOW   Mega Dump Lite $ 33.78 schedule schedule schedule schedule schedule
24 March 2026   smart_toyLOW (76)    computerLOW   Mega Dump Lite $ 31.16 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   smart_toyLOW (55)    computerLOW   Mega Dump Lite $ 31.24 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   smart_toyLOW (72)    computerLOW   Mega Dump Lite $ 43.18 schedule schedule schedule schedule schedule
01 December 2025   smart_toyLOW (73)    computerLOW   Mega Dump Lite $ 41.98 select_check_box electric_bolt select_check_box electric_bolt schedule schedule schedule
22 September 2025   smart_toyLOW (61)    computerLOW   Mega Dump Lite $ 50.24 schedule schedule schedule schedule schedule
19 August 2025   smart_toyLOW (60)    computerLOW   Mega Dump Lite $ 50.92 schedule schedule schedule schedule schedule
23 June 2025   smart_toyLOW (33)    computerLOW   Mega Dump Lite $ 55.40 schedule schedule schedule schedule schedule
19 May 2025   smart_toyLOW (33)    computerLOW   Mega Dump Lite $ 57.83 schedule schedule schedule schedule schedule
18 March 2025   smart_toyLOW (79)     sirenFIRE SALE 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   smart_toyLOW (61)     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   smart_toyLOW (64)     Mega Dump Lite $ 57.63 select_check_box select_check_box select_check_box schedule schedule
03 June 2024   smart_toyLOW (39)     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   smart_toyLOW (58)     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   smart_toyMEDIUM (87)     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   smart_toyLOW (71)     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   smart_toyLOW (74)     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   smart_toyLOW (68)     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   smart_toyMEDIUM (82)     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   smart_toyLOW (78)     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   smart_toyHIGH (93)     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   smart_toyMEDIUM (88)     Mega Dump Lite $ 44.93 select_check_box select_check_box select_check_box select_check_box select_check_box
11 May 2022   smart_toyMEDIUM (81)     sirenFIRE SALE 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   smart_toyLOW (62)     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   smart_toyLOW (61)     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   smart_toyLOW (64)     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   smart_toyLOW (64)     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   smart_toyLOW (57)     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   smart_toyLOW (48)     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   smart_toyLOW (31)     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   smart_toyLOW (51)     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   smart_toyLOW (58)     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   smart_toyLOW (74)     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   smart_toyLOW (67)     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   smart_toyLOW (68)     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   smart_toyMEDIUM (84)     sirenFIRE SALE 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   smart_toyMEDIUM (87)     sirenFIRE SALE 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   smart_toyHIGH (96)     sirenFIRE SALE Mega Dump Lite $ 19.91 select_check_box select_check_box select_check_box select_check_box select_check_box
06 February 2020   smart_toyLOW (47)     Mega Dump Lite $ 22.59 select_check_box select_check_box select_check_box select_check_box select_check_box
08 October 2019   smart_toyLOW (79)     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   smart_toyLOW (71)     Mega Dump Lite $ 22.95 select_check_box select_check_box select_check_box select_check_box select_check_box
04 March 2019   smart_toyLOW (62)     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   smart_toyLOW (67)     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   smart_toyHIGH (98)     sirenFIRE SALE 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   smart_toyLOW (43)     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   smart_toyLOW (47)     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   smart_toyLOW (55)     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   smart_toyLOW (39)     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   smart_toyLOW (67)     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   smart_toyLOW (59)     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   smart_toyLOW (55)     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   smart_toyLOW (65)     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   smart_toyLOW (57)     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   smart_toyLOW (70)     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   smart_toyLOW (67)     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   smart_toyLOW (75)     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   smart_toyMEDIUM (86)     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   smart_toyLOW (69)     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   smart_toyLOW (58)     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   smart_toyLOW (72)     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   smart_toyLOW (75)     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   smart_toyLOW (71)     Mega Dump Lite $ 20.16 select_check_box select_check_box select_check_box select_check_box select_check_box
11 March 2016   smart_toyLOW (73)     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 01 Jul 2026 07:45. Data for this stock is available from 01 Feb 2016 - 30 Jun 2026.