| Period | HRB | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | +0.62% | +0.21% | +0.64% | +0.41% |
| 5D | -1.28% | +0.55% | +1.36% | -1.83% |
| 1M | +17.92% | +3.62% | +5.98% | +14.30% |
| 3M | +37.68% | +1.48% | -3.03% | +36.20% |
| 6M | +71.28% | +11.84% | +17.73% | +59.44% |
| YTD | +24.37% | +12.37% | +16.76% | +12.00% |
| 1Y | +4.11% | +18.72% | +24.83% | -14.61% |
| 3Y | +32.92% | +73.38% | +95.20% | -40.47% |
| 5Y | +106.52% | +69.75% | +88.27% | +36.77% |