| H&R Block provides assisted, do-it-yourself, and virtual tax return preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distributes Co.-branded products and services, including those of Co.'s financial partners, to the general public primarily in the U.S., Canada, Australia, and their respective territories. Co. also provides a number of additional services, including Refund Transfers, its Peace of Mind® Extended Service Plan, H&R Block Emerald Prepaid Mastercard®, H&R Block Emerald Advance® lines of credit, Tax Identity Shield®, Refund Advance loans, and small business financial solutions. 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.