| H&R Block provides assisted, do-it-yourself, and virtual tax return preparation solutions through various channels (including in-person, online and mobile applications, virtual, and desktop software) and distributes Co.-branded products and services to the general public in the U.S., Canada, Australia, and their respective territories. Co. also provides additional services, such as Refund Transfers, its Peace of Mind® Extended Service Plan (POM), H&R Block Emerald Prepaid Mastercard®, H&R Block Emerald Advance® lines of credit, Tax Identity Shield®, and Refund Advance loans. For its Canadian clients Co. also provides POM, H&R Block Instant Refund, and H&R Block Pay With Refund® services. The HRB YTD return is shown above.
The YTD Return on the HRB YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether HRB YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the HRB YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.