The total return over the past 12 months is -13.55% vs. +15.54% for the S&P 500. So far it's up +0.42% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (17.23%) | (0.57%) | +10.67% | +6.22% | +8.01% | +3.39% |
| Total Return CAGR | (13.55%) | +2.68% | +14.40% | +10.45% | +12.09% | +7.19% |
| Revenue CAGR | +4.90% | +4.35% | +25.33% | +2.60% | +1.41% | (0.73%) |
| Net Income CAGR | +21.10% | +9.83% | N/A | +6.84% | +3.98% | +2.02% |
| EPS CAGR | +26.91% | +16.77% | +13.86% | +14.19% | +10.28% | +6.95% |
| Free Cash Flow CAGR | N/A | +0.15% | +5.11% | +5.38% | +3.37% | +4.01% |
| Operating Cash Flow CAGR | N/A | +0.58% | +5.41% | +4.35% | +3.19% | +1.75% |
| Dividends CAGR | +14.40% | +12.39% | +8.86% | +7.11% | +6.71% | +5.04% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
H&R Block, Inc. (HRB)
| Year | Start price | End price | HRB Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $43.58 | $42.32 | +0.42% | +12.91% | (12.49%) |
| 2025 | $52.84 | $43.58 | (14.87%) | +17.72% | (32.59%) |
| 2024 | $48.37 | $52.84 | +12.00% | +24.89% | (12.89%) |
| 2023 | $36.51 | $48.37 | +36.84% | +26.19% | +10.65% |
| 2022 | $23.56 | $36.51 | +59.97% | (18.17%) | +78.14% |
| 2021 | $15.86 | $23.56 | +55.48% | +28.74% | +26.74% |
| 2020 | $23.48 | $15.86 | (27.82%) | +18.37% | (46.19%) |
| 2019 | $25.37 | $23.48 | (3.56%) | +31.22% | (34.78%) |
| 2018 | $26.22 | $25.37 | +0.52% | (4.56%) | +5.08% |
| 2017 | $22.99 | $26.22 | +18.14% | +21.70% | (3.56%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
