H&R Block Inc (HRB) 52 Week Lows

Buy signal:             [ What are these indicators? ]
Profit target:           [ A higher % profit will take longer and is less likely to be achieved ]

Expectancy: 4.64%.   Win rate: 100%.   Mean CAGR: 141.9%. Time in market: 1 year 203 days.
Sharpe Ratio: 0.817. Maximum drawdown: 44.61% on 03 April 2020.

About this Chart's Calculations for H&R Block

Expectancy calculation (win % x average win) - (loss % x average loss): (100% * 4.64%) - (0% * 0%) = 4.64%.. To be a profitable trader you need to trade with a positive value for expectancy.

Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally it should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return.

To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.

 

52 Week Lows - Profit Probability Projections

This table summarises how long it would take after buying the ETF at the 50 day lows to reach the specified percentage return. Note that past performance is not a guarantee of future performance. The calculations exclude the exceptionally volatile month of March 2020. Calculations also exclude dividends and other distributions to shareholders.

Date Days to Reach Profit Target
5% 7.5% 10% 20%
2025 31 32
2023 28 30 64 92
2018 23 29 42 134
Avg. Days 27 30 53 113
CAGR 93.4% 141.1% 92.8% 80.2%

52 Week Lows - Backtest Trading Summary

This table summarises how profitable it would have been to have bought this ETF at each 50 day low. 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 Price Performance (mouseover for details)
5% 7.5% 10% 20%
20 January 2026 $40.98 disabled_by_default disabled_by_default disabled_by_default disabled_by_default
08 December 2025 $41.58 select_check_box select_check_box disabled_by_default disabled_by_default
03 November 2025 $49.37 disabled_by_default disabled_by_default disabled_by_default disabled_by_default
25 September 2025 $49.44 select_check_box disabled_by_default disabled_by_default disabled_by_default
14 August 2025 $49.58 select_check_box disabled_by_default disabled_by_default disabled_by_default
16 May 2023 $29.88 select_check_box select_check_box select_check_box select_check_box
09 March 2020 $18.75 select_check_box check_box_outline_blank check_box_outline_blank check_box_outline_blank
04 February 2020 $21.74 check_box_outline_blank check_box_outline_blank check_box_outline_blank check_box_outline_blank
25 June 2018 $20.92 select_check_box select_check_box select_check_box select_check_box

52 Week Lows - Compound Annual Growth Rate (CAGR) Summary

Compound Annual Growth Rate (CAGR) shows the annual percentage performance had the investment grown at the same rate over one year. Cross reference the figures in the tables below with the backtesting results tables above to see how long it took to achieve profitability after buying this ETF at the specific 50 day low. A red (empty) table cell shows that the specific profit point has not yet been achieved. Calculations exclude dividends or other distributions this fund may distribute to fund holders.

Date Price Gains / CAGR
5% 7.5% 10% 20%
20 January 2026 $40.98
08 December 2025 $41.58 623.5 128.0
03 November 2025 $49.37
25 September 2025 $49.44 124.7
14 August 2025 $49.58 32.1
16 May 2023 $29.88 88.9 141.3 72.2 106.1
09 March 2020 $18.75 >10,000
04 February 2020 $21.74
25 June 2018 $20.92 116.9 148.0 129.0 64.3

The data for H&R Block Inc (exchange: XNYS symbol: HRB) was last updated 31 Jan 2026 12:43. Data for this ETF is available from 01 Feb 2016 - 30 Jan 2026.