HRB YTD Return
Start date: 12/31/2018
End date: 07/19/2019
Start price/share: $25.37
End price/share: $28.02
Starting shares: 394.17
Ending shares: 401.91
Dividends reinvested/share: $0.51
HRB YTD return: 12.61%
Annualized Gain: 23.14%
Starting investment: $10,000.00
Ending investment: $11,261.00


HRB YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Use our YTD Return Calculator to compare HRB YTD return versus benchmarks:

YTD Return for S&P
YTD Return for Dow
YTD Return for Nasdaq 100
YTD Return for Russell 2000
YTD Return for Gold
YTD Return for 10 Year Treasury
YTD Return on $10,000.00
With Dividends Reinvested Into HRB

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.
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Video: Don't Forget Dividends in YTD Return!


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H and R Block (HRB) is categorized under the Services sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

HVT YTD Return
HZO YTD Return
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IMAX YTD Return
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