| Period | HRB | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | +0.00% | +0.27% | +0.38% | -0.27% |
| 5D | -0.04% | +0.46% | +1.48% | -0.50% |
| 1M | +24.10% | +0.24% | -2.94% | +23.85% |
| 3M | +6.10% | +5.21% | +8.03% | +0.89% |
| 6M | +57.77% | +6.79% | +7.06% | +50.98% |
| YTD | +17.48% | +12.34% | +16.60% | +5.14% |
| 1Y | -4.52% | +12.00% | +13.82% | -16.52% |
| 3Y | +22.07% | +84.67% | +104.72% | -62.60% |
| 5Y | +114.30% | +67.45% | +86.06% | +46.85% |