H&R Block, Inc. (HRB) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$15,773
Total Return
57.73%
CAGR
9.54%
Dividends
$3,181.27
Yield on Cost
31.81%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.19% |
| Median | +0.62% |
| Best | +51.34% |
| Worst | -34.11% |
| % of Windows Positive | 53.2% |
1-Year (252 Trading Days)
| Average | +25.64% |
| Median | +24.92% |
| Best | +97.09% |
| Worst | -44.87% |
| % of Windows Positive | 73.5% |
3-Year (756 Trading Days)
| Average | +92.62% |
| Median | +122.30% |
| Best | +196.14% |
| Worst | -22.71% |
| % of Windows Positive | 91.4% |
Risk Metrics
| Maximum Drawdown | -55.92% |
| Average Drawdown | -13.76% |
| Drawdown Duration | 412 Trading Days (Unrecovered) |
| Sortino Ratio | 0.68 |
| Calmar Ratio | 0.17 |
| CVaR (5%) | -4.25% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -29.21% (-70.27% ann.) | $2920.67 | $96.37 | $19.27 | $0.15 |
| 2025 | -15.41% | $1541.41 | $303.57 | $60.71 | $0.49 |
| 2024 | +11.44% | +$1144.27 | $289.64 | $57.93 | $0.46 |
| 2023 | +35.95% | +$3595.32 | $337.69 | $67.54 | $0.54 |
| 2022 | +58.95% | +$5895.23 | $480.72 | $96.14 | $0.77 |
| 2021 | +54.07% | +$5406.72 | $684.28 | $136.86 | $1.09 |
| 2020 | -28.77% | $2876.99 | $452.23 | $90.45 | $0.72 |
| 2019 | -4.35% | $435.28 | $410.94 | $82.19 | $0.66 |
| 2018 | -0.25% | $24.54 | $381.94 | $76.39 | $0.61 |
| 2017 | +17.30% | +$1730.36 | $413.26 | $82.65 | $0.66 |
| 2016 | -28.95% | $2895.03 | $260.83 | $52.17 | $0.42 |
| 2015 | +0.80% | +$80.47 | $239.31 | $47.86 | $0.38 |
| 2014 | +18.30% | +$1829.98 | $277.61 | $55.52 | $0.44 |
| 2013 | +59.97% | +$5997.25 | $434.49 | $86.90 | $0.70 |
| 2012 | +18.19% | +$1819.32 | $497.34 | $99.47 | $0.80 |
| 2011 | +41.99% | +$4199.01 | $552.93 | $110.59 | $0.88 |
| 2010 | -45.57% | $4556.90 | $268.34 | $53.67 | $0.43 |
| 2009 | +2.33% | +$233.43 | $266.91 | $53.38 | $0.43 |
| 2008 | +25.08% | +$2508.21 | $318.30 | $63.66 | $0.51 |
| 2007 | -17.67% | $1766.74 | $243.20 | $48.64 | $0.39 |
| 2006 | -4.40% | $439.64 | $213.30 | $42.66 | $0.34 |
| 2005 | +2.11% | +$211.02 | $244.47 | $48.89 | $0.39 |
| 2004 | -10.30% | $1029.93 | $152.46 | $30.49 | $0.24 |
| 2003 | +39.64% | +$3964.14 | $190.09 | $38.02 | $0.30 |
| 2002 | -8.97% | $896.76 | $152.79 | $30.56 | $0.24 |
| 2001 | +119.28% | +$11927.68 | $301.58 | $60.32 | $0.48 |
| 2000 | -3.02% | $301.68 | $265.30 | $53.06 | $0.42 |
| 1999 | -1.06% | $105.89 | $234.83 | $46.97 | $0.38 |
| 1998 | +2.08% | +$207.53 | $202.03 | $40.41 | $0.32 |
| 1997 | +57.30% | +$5729.52 | $277.89 | $55.58 | $0.44 |
| 1996 | -26.25% | $2625.00 | $289.40 | $57.88 | $0.46 |
| 1995 | +11.92% | +$1192.17 | $343.88 | $68.78 | $0.55 |
| 1994 | -6.79% | $678.57 | $292.88 | $58.57 | $0.47 |
| 1993 | +4.78% | +$477.53 | $268.92 | $53.78 | $0.43 |
| 1992 | +9.00% | +$899.60 | $321.07 | $64.21 | $0.51 |
| 1991 | +77.48% | +$7748.36 | $387.47 | $77.49 | $0.62 |
| 1990 | +23.66% | +$2365.67 | $398.99 | $79.80 | $0.64 |
| 1989 | +30.69% | +$3069.41 | $413.69 | $82.74 | $0.66 |
| 1988 | -5.97% | $597.42 | $312.73 | $62.55 | $0.50 |
| 1987 | +41.05% | +$4105.34 | $363.25 | $72.65 | $0.58 |
| 1986 | +17.58% | +$1757.89 | $96.10 | $19.22 | $0.15 |
| 1985 | +73.03% | +$7303.37 | $0.00 | $0.00 | $0.00 |
| 1984 | -8.25% | $824.74 | $0.00 | $0.00 | $0.00 |
| 1983 | +16.17% | +$1616.76 | $0.00 | $0.00 | $0.00 |
| 1982 | +9.87% | +$986.85 | $0.00 | $0.00 | $0.00 |
| 1981 | +29.91% | +$2991.44 | $0.00 | $0.00 | $0.00 |
| 1980 | +15.84% | +$1584.16 | $0.00 | $0.00 | $0.00 |
| 1979 | +6.88% | +$687.84 | $0.00 | $0.00 | $0.00 |
| 1978 | +1.07% | +$106.94 | $0.00 | $0.00 | $0.00 |
| 1977 | +0.54% | +$53.77 | $0.00 | $0.00 | $0.00 |
| 1976 | +41.98% | +$4198.47 | $0.00 | $0.00 | $0.00 |
| 1975 | +50.57% | +$5057.47 | $0.00 | $0.00 | $0.00 |
| 1974 | +1.16% | +$116.27 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -27.12% (-30.87% ann.) | $2711.86 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +24.72% | +4.93% | +$2471.57 | $1334.93 | $266.99 | $2.14 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +85.94% | +27.25% | +$8593.70 | $759.05 | $151.81 | $1.21 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +25.25% | +4.61% | +$2525.13 | $1304.49 | $260.90 | $2.09 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -17.87% | -13.01% | $1787.34 | $397.02 | $79.40 | $0.64 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | -1.91% | -0.57% | $191.26 | $1210.30 | $242.06 | $1.94 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +75.33% | +7.70% | +$7533.16 | $4535.54 | $907.11 | $7.26 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -47.03% | -99.93% | $4702.92 | $109.80 | $21.96 | $0.18 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +39.60% | +71.05% | +$3959.87 | $406.07 | $81.21 | $0.65 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +38.56% | +36.27% | +$3856.43 | $587.25 | $117.45 | $0.94 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +74.61% | +80.72% | +$7460.76 | $470.63 | $94.13 | $0.75 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +60.92% | +29.26% | +$6092.21 | $625.00 | $125.00 | $1.00 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -49.33% | -35.17% | $4932.86 | $385.60 | $77.12 | $0.62 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1986-12-08 | $0.0231 | 0.74% |
| 1987-03-05 | $0.0231 | 0.72% |
| 1987-06-04 | $0.0231 | 0.73% |
| 1987-09-03 | $0.0275 | 0.73% |
| 1987-12-08 | $0.0275 | 0.87% |
| 1988-03-07 | $0.0275 | 0.68% |
| 1988-06-06 | $0.0275 | 0.81% |
| 1988-09-06 | $0.0325 | 0.94% |
| 1988-12-07 | $0.0325 | 0.92% |
| 1989-03-07 | $0.0325 | 0.93% |
| 1989-06-06 | $0.0325 | 0.90% |
| 1989-09-05 | $0.0400 | 0.98% |
| 1989-12-06 | $0.0400 | 0.91% |
| 1990-03-06 | $0.0400 | 0.93% |
| 1990-06-05 | $0.0400 | 0.80% |
| 1990-09-04 | $0.0488 | 1.00% |
| 1990-12-06 | $0.0488 | 0.89% |
| 1991-03-05 | $0.0488 | 0.81% |
| 1991-06-04 | $0.0488 | 0.73% |
| 1991-09-04 | $0.0550 | 0.75% |
| 1991-12-06 | $0.0550 | 0.64% |
| 1992-03-05 | $0.0550 | 0.66% |
| 1992-06-04 | $0.0550 | 0.71% |
| 1992-06-23 | $0.0625 | 0.75% |
| 1992-09-03 | $0.0625 | 0.70% |
| 1992-12-08 | $0.0625 | 0.64% |
| 1993-03-05 | $0.0625 | 0.66% |
| 1993-06-04 | $0.0625 | 0.70% |
| 1993-09-03 | $0.0700 | 0.70% |
| 1993-12-07 | $0.0700 | 0.68% |
| 1994-03-04 | $0.0700 | 0.60% |
| 1994-06-06 | $0.0700 | 0.65% |
| 1994-09-06 | $0.0780 | 0.72% |
| 1994-12-07 | $0.0780 | 0.90% |
| 1995-03-07 | $0.0780 | 0.79% |
| 1995-06-08 | $0.0780 | 0.84% |
| 1995-09-07 | $0.0800 | 0.81% |
| 1995-12-08 | $0.0800 | 0.73% |
| 1996-03-07 | $0.0800 | 0.92% |
| 1996-06-06 | $0.0800 | 0.90% |
| 1996-09-06 | $0.0800 | 1.27% |
| 1996-12-10 | $0.0500 | 0.62% |
| 1997-03-07 | $0.0500 | 0.66% |
| 1997-06-06 | $0.0500 | 0.63% |
| 1997-09-08 | $0.0500 | 0.50% |
| 1997-12-10 | $0.0500 | 0.46% |
| 1998-03-09 | $0.0500 | 0.42% |
| 1998-06-08 | $0.0500 | 0.45% |
| 1998-09-08 | $0.0625 | 0.61% |
| 1998-12-10 | $0.0625 | 0.58% |
| 1999-03-09 | $0.0625 | 0.50% |
| 1999-06-08 | $0.0625 | 0.51% |
| 1999-09-08 | $0.0688 | 0.59% |
| 1999-12-09 | $0.0688 | 0.59% |
| 2000-03-09 | $0.0688 | 0.65% |
| 2000-06-08 | $0.0688 | 0.85% |
| 2000-09-07 | $0.0750 | 0.83% |
| 2000-12-08 | $0.0750 | 0.80% |
| 2001-03-08 | $0.0750 | 0.57% |
| 2001-06-07 | $0.0750 | 0.47% |
| 2001-09-06 | $0.0800 | 0.41% |
| 2001-12-10 | $0.0800 | 0.39% |
| 2002-03-07 | $0.0800 | 0.32% |
| 2002-06-06 | $0.0800 | 0.36% |
| 2002-09-06 | $0.0900 | 0.35% |
| 2002-12-10 | $0.0900 | 0.48% |
| 2003-03-07 | $0.0900 | 0.45% |
| 2003-06-06 | $0.0900 | 0.41% |
| 2003-09-08 | $0.1000 | 0.48% |
| 2003-12-10 | $0.1000 | 0.39% |
| 2004-03-09 | $0.1000 | 0.36% |
| 2004-06-08 | $0.1000 | 0.42% |
| 2004-09-08 | $0.1100 | 0.45% |
| 2004-12-09 | $0.1100 | 0.46% |
| 2005-03-09 | $0.1100 | 0.42% |
| 2005-06-08 | $0.1100 | 0.43% |
| 2005-09-08 | $0.2500 | 0.96% |
| 2005-12-09 | $0.1250 | 0.51% |
| 2006-03-09 | $0.1250 | 0.56% |
| 2006-06-08 | $0.1250 | 0.56% |
| 2006-09-07 | $0.1350 | 0.63% |
| 2006-12-08 | $0.1350 | 0.56% |
| 2007-03-08 | $0.1350 | 0.63% |
| 2007-06-07 | $0.1350 | 0.59% |
| 2007-09-06 | $0.1430 | 0.71% |
| 2007-12-10 | $0.1430 | 0.71% |
| 2008-03-07 | $0.1430 | 0.80% |
| 2008-06-06 | $0.1430 | 0.60% |
| 2008-09-08 | $0.1500 | 0.62% |
| 2008-12-10 | $0.1500 | 0.77% |
| 2009-03-09 | $0.1500 | 0.80% |
| 2009-06-08 | $0.1500 | 0.93% |
| 2009-09-08 | $0.1500 | 0.90% |
| 2009-12-09 | $0.1500 | 0.75% |
| 2010-03-09 | $0.1500 | 0.90% |
| 2010-06-08 | $0.1500 | 0.96% |
| 2010-09-08 | $0.1500 | 1.20% |
| 2010-12-09 | $0.1500 | 1.18% |
| 2011-03-08 | $0.1500 | 1.03% |
| 2011-06-08 | $0.1500 | 0.94% |
| 2011-09-13 | $0.1500 | 1.13% |
| 2011-12-20 | $0.2000 | 1.32% |
| 2012-03-08 | $0.2000 | 1.26% |
| 2012-06-07 | $0.2000 | 1.27% |
| 2012-09-12 | $0.2000 | 1.21% |
| 2012-12-06 | $0.2000 | 1.14% |
| 2013-03-14 | $0.2000 | 0.71% |
| 2013-06-13 | $0.2000 | 0.69% |
| 2013-09-06 | $0.2000 | 0.74% |
| 2013-12-05 | $0.2000 | 0.70% |
| 2014-03-13 | $0.2000 | 0.66% |
| 2014-06-12 | $0.2000 | 0.62% |
| 2014-09-05 | $0.2000 | 0.61% |
| 2014-12-04 | $0.2000 | 0.58% |
| 2015-03-12 | $0.2000 | 0.63% |
| 2015-06-11 | $0.2000 | 0.66% |
| 2015-09-04 | $0.2000 | 0.56% |
| 2015-12-03 | $0.2000 | 0.54% |
| 2016-03-11 | $0.2000 | 0.71% |
| 2016-06-16 | $0.2200 | 0.93% |
| 2016-09-12 | $0.2200 | 1.00% |
| 2016-12-01 | $0.2200 | 0.99% |
| 2017-03-10 | $0.2200 | 0.94% |
| 2017-06-21 | $0.2400 | 0.80% |
| 2017-09-12 | $0.2400 | 0.92% |
| 2017-12-01 | $0.2400 | 0.92% |
| 2018-03-12 | $0.2400 | 0.87% |
| 2018-06-21 | $0.2500 | 1.04% |
| 2018-09-11 | $0.2500 | 0.97% |
| 2018-11-30 | $0.2500 | 0.89% |
| 2019-03-15 | $0.2500 | 1.03% |
| 2019-06-20 | $0.2600 | 0.91% |
| 2019-09-12 | $0.2600 | 1.06% |
| 2019-12-06 | $0.2600 | 1.11% |
| 2020-03-16 | $0.2600 | 1.49% |
| 2020-06-25 | $0.2600 | 1.75% |
| 2020-09-10 | $0.2600 | 1.70% |
| 2020-12-04 | $0.2600 | 1.43% |
| 2021-03-15 | $0.2600 | 1.23% |
| 2021-06-24 | $0.2700 | 1.11% |
| 2021-09-09 | $0.2700 | 1.03% |
| 2021-12-03 | $0.2700 | 1.14% |
| 2022-03-07 | $0.2700 | 1.05% |
| 2022-06-07 | $0.2700 | 0.75% |
| 2022-09-07 | $0.2900 | 0.65% |
| 2022-12-05 | $0.2900 | 0.68% |
| 2023-03-06 | $0.2900 | 0.80% |
| 2023-06-06 | $0.2900 | 0.93% |
| 2023-09-06 | $0.3200 | 0.81% |
| 2023-12-04 | $0.3200 | 0.69% |
| 2024-03-04 | $0.3200 | 0.66% |
| 2024-06-05 | $0.3200 | 0.62% |
| 2024-09-05 | $0.3750 | 0.58% |
| 2024-12-05 | $0.3750 | 0.64% |
| 2025-03-04 | $0.3750 | 0.70% |
| 2025-06-04 | $0.3750 | 0.64% |
| 2025-09-04 | $0.4200 | 0.82% |
| 2025-12-04 | $0.4200 | 0.98% |
| 2026-03-04 | $0.4200 | 1.33% |
| Total | 159 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-24 | $122.06 | $24.41 | $0.20 | 4.0254 |
| 2021-09-09 | $123.15 | $24.63 | $0.20 | 3.8955 |
| 2021-12-03 | $124.20 | $24.84 | $0.20 | 4.2504 |
| 2022-03-07 | $125.35 | $25.07 | $0.20 | 4.1354 |
| 2022-06-07 | $126.46 | $25.29 | $0.20 | 2.7838 |
| 2022-09-07 | $136.64 | $27.33 | $0.22 | 2.4275 |
| 2022-12-05 | $137.34 | $27.47 | $0.22 | 2.5954 |
| 2023-03-06 | $138.10 | $27.62 | $0.22 | 3.0678 |
| 2023-06-06 | $138.99 | $27.80 | $0.22 | 3.5543 |
| 2023-09-06 | $154.50 | $30.90 | $0.25 | 3.1710 |
| 2023-12-04 | $155.52 | $31.10 | $0.25 | 2.6754 |
| 2024-03-04 | $156.37 | $31.27 | $0.25 | 2.4727 |
| 2024-06-05 | $157.16 | $31.43 | $0.25 | 2.4604 |
| 2024-09-05 | $185.10 | $37.02 | $0.30 | 2.3254 |
| 2024-12-05 | $185.97 | $37.19 | $0.30 | 2.5890 |
| 2025-03-04 | $186.94 | $37.39 | $0.30 | 2.8478 |
| 2025-06-04 | $188.01 | $37.60 | $0.30 | 2.5765 |
| 2025-09-04 | $211.65 | $42.33 | $0.34 | 3.2895 |
| 2025-12-04 | $213.03 | $42.61 | $0.34 | 4.0429 |
| 2026-03-04 | $214.73 | $42.95 | $0.34 | 5.5573 |
| Total | $3181.27 | $636.25 | $5.09 | 64.7434 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.