| Period | HRB | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | +0.00% | -0.08% | -0.36% | +0.08% |
| 5D | +2.28% | +1.14% | +0.98% | +1.14% |
| 1M | -7.10% | +1.63% | +5.37% | -8.73% |
| 3M | +10.27% | +3.56% | +4.65% | +6.71% |
| 6M | +43.05% | +14.57% | +23.87% | +28.49% |
| YTD | +0.05% | +13.95% | +23.46% | -13.90% |
| 1Y | -15.85% | +16.34% | +25.21% | -32.19% |
| 3Y | +0.52% | +80.07% | +106.50% | -79.55% |
| 5Y | +67.90% | +77.78% | +109.58% | -9.88% |